EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.
In 2020, the hunt for yield is likely to continue.
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.