Equity outlook Q4 2022 –...
While the path for global equities is clear, the timing is uncertain. Inflation is still sticky and well above the…
20/10/22
Front of mind
-
Article
-
Article
China, Asia, global emerging market...
Fiscal stimulus and a looser monetary policy have improved China’s prospects, but the current slowdown of its economy, rising inflation…
18/10/22
-
Article
China’s property market – How...
While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe…
14/10/22
-
Article
Weekly market update – Battalions...
Investors may have thought that they had seen the worst of it, or at least knew what was coming, but…
13/10/22
-
Article
India’s residential property market has...
In many developed and emerging markets, the residential real estate sector is seeing prices stall and sales volumes fall. India…
12/10/22
-
Article
Weekly market update - Financial...
Volatility has risen sharply as global equities slump to 2022 lows, while global bond yields rise on hawkish rhetoric and…
06/10/22