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
China
-
Graph
-
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
Weekly Market Update – Inflation...
US stock markets have been flying high over the last month on the back of encouraging US inflation news and…
16/07/24
-
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
-
White paper
Mid-year investment update – Navigating...
The US economy is still headed for a soft landing, even if views on the speed and timing of the…
08/07/24
-
Article
Monthly Market Viewpoint – Goldilocks,...
The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’.…
14/06/24