Summary
‘Not yet, but really quite soon’, was the message from the West’s major central banks as they held interest rates for now, but clearly flagged their intention to start cutting rates sooner rather than later. The exact timing and pace of interest rate cuts is a slight variable, but rate cuts starting this coming quarter […]
Market Outlook
Spring – A time for optimism? As the blossom finally dares to start showing its face after a spring that feels littered with the longest of false dawns, the first rays of the sun’s warmth help to lift our spirits as we look forward to a long summer ahead. With inflation falling, central banks flagging […]
Governments – Running the risk of a red card?
As the Times Square clock was ticking down to the end of the 1980’s, another clock, newly installed a mile away on the corner of Sixth Avenue and 42nd Street shone into light, its 306 bulbs illuminating passers-by that the US national debt was nearing $3tn. Several locations and new digits later, according to the […]
India and China: Crouching Tiger, Hidden Dragon?
Separated by the peaks of the Himalayas, China and India are two countries as vast and spectacular as the mountains that separate them. Both are home to well over a billion people and both have their challenges and opportunities alike. For investors, both countries are major constituents of the emerging markets equity indices, but recently […]
