Traders work on the floor of the New York Stock Exchange on January 30. The ongoing revelations of companies’ fourth-quarter earnings can be expected to affect stocks and help investors and analysts prepare for the year ahead. Photo: Bloomberg
Patrik Schowitz
Opinion

Opinion

Macroscope by Patrik Schowitz

Markets should expect companies to lower growth expectations – and then to beat them

  • Patrik Schowitz says if investors are looking for something to bank on amid market chaos, they should take the projected profit growth coming out of US companies, then add 3 to 4 percentage points

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Traders work on the floor of the New York Stock Exchange on January 30. The ongoing revelations of companies’ fourth-quarter earnings can be expected to affect stocks and help investors and analysts prepare for the year ahead. Photo: Bloomberg
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The room for monetary stimulus in Europe is limited. The European Central Bank’s policy rate remains negative, so it’s not possible to cut interest rates to stimulate the economy without damaging savers and depositors further. Photo: Reuters
Tai Hui
Opinion

Opinion

Macroscope by Tai Hui

European politics is in flux, but the news is not all bad for investors

  • Tai Hui says the EU has a headache on its hands this year with Brexit, fiscal discipline and mass protests, on top of volatile parliamentary elections in May. Even so, there are quality companies that are less sensitive to market volatility

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The room for monetary stimulus in Europe is limited. The European Central Bank’s policy rate remains negative, so it’s not possible to cut interest rates to stimulate the economy without damaging savers and depositors further. Photo: Reuters
READ FULL ARTICLE