The current US-China trade war is just a warm-up act for a much bigger geopolitical fight looming in years to come. Climate change will pit nations against nations, developed countries…
After an impressive run-up, semi-conductor stocks endured a modest correction last week, with the Philly Sox index slipping 2.9%. The ‘reflation’ story shifted to real estate and, in particular, housing….
The Athens Stock Exchange is the best performing stock market year-to-date (+45.7%). The FTSE ATHEX real estate index has risen 62.7% so far in 2019. Banks have performed even better,…
Japanese companies are investing, confronting the challenge of full employment and a labour shortage head on. Private non-residential investment was strong in Q3 (+3.5% q/q annualised). In fact, private non-residential…
The US and China are getting close to a deal – again. The stock market has duly obliged to the latest trade ‘news’, hitting a fresh high. More outlandish forecasts…
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Investors have given a major vote of confidence to the Chinese market. Over 80% of global investors now plan to increase their allocation to Chinese investments either “significantly or moderately”…
