China is on the road to recovery
China’s economy was the first to suffer the consequences of fighting the novel coronavirus and is the first on the road to recovery. If it…
- By: Andy Rothman
- May 6, 2020 December 6, 2020
- 08:55
China’s economy was the first to suffer the consequences of fighting the novel coronavirus and is the first on the road to recovery. If it…
When the coronavirus prompted a collapse in both economic activity and equity markets in March, it put an end to the longest bull market in…
“It was the best of times, it was the worst of times…” The above quote from Charles Dickens aptly describes the current environment for the…
The novel coronavirus has brought with it an unprecedented shuttering of the global economy and an equally unprecedented policy response. The speed and scale at…
The phase one trade deal between the U.S. and China was presented by the Trump administration as an “historic and enforceable” agreement that “begins rebalancing…
The recent publication of the U.S.-China trade deal and the final macroeconomic numbers for 2019 should set the stage for healthy economic performance and stronger…
There has been a lot of buzz about negative interest rates lately, as the idea that you would have to pay governments to borrow your…
Global shares, represented by the MSCI world index, ended 2019 at an all-time high. Their robust 9.5 per cent per annum return during the 2010s…
Have you ever noticed that the language of sustainable investment is rife with acronyms? In my opinion, 2020 will see some of the worst tongue-twisters…
China’s debt problem is serious, but the risk of a hard landing or banking crisis is, in my view, low. The reason is that the…
Large pension funds pare back external investment managers.
The current U.S. economic expansion has just become the longest on record. This period of uninterrupted growth has driven strong market performance over the past…
I am optimistic about China’s medium-term economic prospects, within the context of gradually slower year-over-year growth rates. This optimism is based largely on the continuing…