Confronting the ‘China bear’
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24
Higher-than-expected inflation is raising questions over the likelihood of a ‘soft landing’, a scenario that needs inflation to slow, so…
11/03/24
ECB President Christine Lagarde recently described the nightmare that is disrupting the sleep of many central bankers. At a hearing…
06/03/24
Global equities did well in February, with several indices setting all-time highs despite forward-looking scenarios yo-yoing in response to economic…
04/03/24
Recent data suggests the eurozone is gradually recovering, but underlines a state of economic divergence, with Germany in particular lagging…
29/02/24
In February, a sharp rise in quarterly revenues reported by leading US manufacturers of semiconductor chips have further boosted the…
28/02/24