Latest from Patrik Schowitz
Despite the gloom of a slowdown as the impact of a trade war with the US hits, the raft of policy measures Beijing is taking is boosting market optimism. The strong rally in the stock market may well signal the economic cycle is ready to turn.
Despite the gloom of a slowdown as the impact of a trade war with the US hits, the raft of policy measures Beijing is taking is boosting market optimism. The strong rally in the stock market may well signal the economic cycle is ready to turn.
If investors are looking for something to bank on amid market chaos, take the projected profit growth coming out of US companies, then add 3 to 4 percentage points
If investors are looking for something to bank on amid market chaos, take the projected profit growth coming out of US companies, then add 3 to 4 percentage points
Weak stimulus measures by the government and debt concerns mean China’s economy is likely to get worse before it gets better.
Weak stimulus measures by the government and debt concerns mean China’s economy is likely to get worse before it gets better.
While conditions in the US remain stable, the economies of China, Japan and Europe are struggling. US success, however, means the Federal Reserve looks set to continue tightening rates to prevent inflation.
While conditions in the US remain stable, the economies of China, Japan and Europe are struggling. US success, however, means the Federal Reserve looks set to continue tightening rates to prevent inflation.
Recent news may be pushing investors away from China and emerging markets, but long-term growth trends mean now may well be a good time to buy.
Recent news may be pushing investors away from China and emerging markets, but long-term growth trends mean now may well be a good time to buy.
With the US and China digging in for a prolonged trade fight and central banks tightening monetary policy, caution is needed and investors should cast a prudent eye over their portfolios and consider longer duration bonds.
With the US and China digging in for a prolonged trade fight and central banks tightening monetary policy, caution is needed and investors should cast a prudent eye over their portfolios and consider longer duration bonds.
As bad as the news has been for emerging markets, particularly Turkey, Argentina and South Africa, there’s little risk of a total meltdown among Asia’s emerging economies, where fundamentals look sound.
As bad as the news has been for emerging markets, particularly Turkey, Argentina and South Africa, there’s little risk of a total meltdown among Asia’s emerging economies, where fundamentals look sound.
Current valuations amid a solid growth environment, particularly reflected in strong corporate earnings in the US, make equities attractive.
Current valuations amid a solid growth environment, particularly reflected in strong corporate earnings in the US, make equities attractive.
The US is in the late phase of its economic cycle, leaving investors wondering when a downturn will come. However, this phase can last years and the decline is likely to be gradual, giving them opportunities to get out in time
The US is in the late phase of its economic cycle, leaving investors wondering when a downturn will come. However, this phase can last years and the decline is likely to be gradual, giving them opportunities to get out in time