Monthly Market Viewpoint – The...
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has splintered,…
14/10/24
Macroeconomics
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Article
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Graph
Graph of the Week –...
Have gains of over 30% since 23 September in the equity market of the world’s second largest economy – China…
09/10/24
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Article
Weekly Market Update – Too...
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Graph
Graph of the Week –...
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24
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Article
China’s recovery, is it for...
Beijing has finally moved to fight the rising risk of a debt-deflation spiral with aggressive stimulus measures. Markets are taking…
03/10/24
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Article
Weekly Market Update – The...
Does the larger-than-expected cut in policy rates by the Federal Reserve suggest the central bank “knows something we don’t”? That…
23/09/24