China’s economic paradox, investors’ puzzle
Beijing’s ‘hesitant’ policy easing since the Covid pandemic has puzzled many investors. It has even prompted some to doubt if…
20/09/24
China
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Article
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Article
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
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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
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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
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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
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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