Read our recent blog post on the ten theses for financial market development in 2019. Is fear of a recession exaggerated?
Article on tag "China"
Market remains cautious
The positive reaction to the agreement between the USA and China on not further escalating the trade conflict for the time being was only short-lived. Risky assets remain under pressure. A number of factors continue to burden the markets.
China’s future: long-term growth initiatives and dangerous asymmetries
The People’s Republic of China is one of the winners of globalisation – but the strong economic growth has also created asymmetries within the Chinese economy. Read more about how the “Made in China 2025”-strategy will help and what role the new silk road plays.
Changes in the MSCI Emerging Markets Index
In 1988, MSCI Emerging Markets Index was launched and consisted of just 10 countries representing less than 1% of world market capitalization. Today the index consists of 24 countries representing 10% of world market capitalization. Read here about the changes expected until June 2020 to one of the most important global emerging markets equities index.
US Congressional election results
The outcome of the US Congressional election on Tuesday has caused some relief in the international financial markets. Read more about it in our blog.
Financial Markets Monitor August: We remain optimistic
The month since the previous meeting in July had been a positive one for investors willing to take risks. Thus, the optimistic risk stance of our team paid off. It is therefore not surprising that the team remains optimistic.
IMF conference in Washington: cautiously upbeat sentiment about emerging markets
Senior Funds Manager Felix Dornaus summarises his learning points from the presentations by the International Monetary Fund in Washington on 20 to 23 April 2018. Who were the winners and who the losers?
Bleaker sentiment on the financial markets
The environment on the financial markets has become a bit bleaker. Growth rates of industrial output and the survey-based indicators for economic growth are falling, while the trade conflict between the USA and China and the tense geopolitical situation in the Middle East has caused the risk for global growth to increase further. Will the environment remain generally supportive to risky asset classes?
Protectionism: Risk of a trade war with the US?
The announcement by the US President, Donald Trump, to levy import tariffs on steel (25%) and aluminium (10%) has made waves. Can the favourable economic environment be toppled an will we see a trade war between the US and the EU?
Xi Jinping’s New Era
Certainly, the National Congress of the Communist Party of China held every five years in Beijing is an important political event, but this year’s Party Congress was a milestone. It marked that a new era has begun in China. President Xi Jinping cemented his power further as China’s paramount leader, a leader, who might rule the country on the coming decade, a leader, who has high ambitions.