What would be the impact...
Irrespective of who wins the presidential election, it looks certain that the next US government will maintain a protectionist stance…
21/08/24
China
-
Article
-
Article
Weekly Market Update – After...
A ‘perfect storm’ of concerns over investments in artificial intelligence (AI), the US economy possibly slipping into recession, and an…
12/08/24
-
Graph
Graph of the Week –...
Global equities had a volatile start to August. Japanese stocks were at the epicentre of the volatility after a strong…
08/08/24
-
Graph
Graph of the Week –...
Investor sentiment towards Indian equities has improved even as it deteriorates for Chinese equities. As a result, the share of…
01/08/24
-
Article
Weekly Market Update – Rotation...
A major rotation has been underway in US stock markets with small-cap stocks outperforming their large-cap peers. The ongoing earnings…
23/07/24
-
Article
“China needs QE”. Think again
Media reports of Chinese President Xi Jinping’s comments on financial reform, calls for more monetary and fiscal policy coordination and…
11/07/24