A trader is seen ahead of the closing bell on the floor of the New York Stock Exchange on March 18, 2019 in New York. Photo: AFP
Nicholas Spiro
Opinion

Opinion

Macroscope by Nicholas Spiro

US stocks are booming, volatility has collapsed and the Fed is dovish. Why do investors remain cautious?

  • Major asset classes have bounced back this year with the S&P 500 gaining 25 per cent from its low in December. However, equity funds in developed economies continue to suffer outflows, with global growth prospects, especially China, remaining a concern

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A trader is seen ahead of the closing bell on the floor of the New York Stock Exchange on March 18, 2019 in New York. Photo: AFP
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China’s Vice-Premier Liu He shakes hands with US Treasury Secretary Steven Mnuchin as People’s Bank of China Governor Yi Gang and US Trade Representative Robert Lighthizer pose in Beijing on March 29, as the two countries’ top negotiators began a fresh round of trade talks. Photo: AFP
David Brown
Opinion

Opinion

Macroscope by David Brown

US-China trade talks could seal the deal for investors looking for reasons to be optimists

  • After months of depressing data, good news out of China and the US has investors reconsidering their hesitance about stocks. Successful trade talks could lay remaining doubts to rest

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China’s Vice-Premier Liu He shakes hands with US Treasury Secretary Steven Mnuchin as People’s Bank of China Governor Yi Gang and US Trade Representative Robert Lighthizer pose in Beijing on March 29, as the two countries’ top negotiators began a fresh round of trade talks. Photo: AFP
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