Weekly Market Update – US...
Will the latest US tariffs on Chinese solar panel and electric vehicle (EV) imports – and the possibility of further…
10/06/24
Front of mind
-
Article
-
Graph
Graph of the Week –...
After lagging most other equity markets over the last 12 months, expectations for forward earnings for the MSCI China index…
07/06/24
-
Article
Indian equity outlook remains upbeat...
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24
-
Article
Geopolitical risk in a multipolar...
Gold is up by more than 30% since the low it made on 5 October 2023 and up by 17%…
05/06/24
-
Podcast
Talking Heads – Springtime for...
As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario…
04/06/24
-
Article
Weekly Market Update – Too...
Most recent data has pointed to steady or improving growth, but therefore steady or deteriorating inflation. This has been a…
03/06/24