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Curtis Cifuentes explains how Sony has cashed in on the revival of music industry revenues now streaming has reached a critical mass
Mar 30 2021
As the global economy swings from the recovery phase to expansion there are important policy and market implications for investors
Mar 29 2021
After emerging markets have weathered pandemic storms, equity and currency strategists chart a course for investors in a region considered a core holding by professionals
Feb 24 2021
While traditional structural issues may weigh on some investors, many others seek out emerging markets for a core holding, by virtue of sheer size and growth prospects
Feb 17 2021
Feb 11 2021
‘It Will Get Worse Before It Gets Better’ – The Global Economy in the covid-19 Vaccine Era
Feb 10 2021
Part II: Chinese government expenditure plans will create tailwinds for certain industries and sectors, while at the same time providing vital clues for share investors
Jan 29 2021
China plays a vital role in the world economy, yet the West is taking measures to curtail its rise. Part 1 in a series of 2
Dec 17 2020
Kim Catechis, head of investment strategy at Martin Currie, warns the next decade will likely see increasing efforts to disassociate the two largest economies in the world
Oct 28 2020
While short-term concerns including the US election weigh upon markets, it’s increasingly important to monitor changes to policy settings across different countries in response to the pandemic.
Oct 06 2020
A sector outlook by Deloitte reveals how life sciences companies are turning towards machine learning, data gathering & analysis, artificial intelligence, and other modern day tools to create value for patients and shareholders
Sep 23 2020
If world stock markets are in the early stages of a new equity cycle, where should investors look to maximise returns?
Jan 29 2020
The weather has always been a favourite topic of conversation but it has now assumed an extra, substantial, dimension for investors, Saxo Group asserts.
Oct 30 2019
Market analysts put forward their views on the risk of US (and thus global recession) in the near term.
Sep 26 2019
A US recession is not looming in 2020, argues Longview Economics. Rather, 2019 looks a lot like 1998.
Mar 31 2021 - Australia
Apr 01 2021 - Rudi's View
Mar 30 2021 - Technicals
Apr 07 2021 - Weekly Reports
Mar 23 2021 - Weekly Reports
Apr 09 2021 - Rudi's View