21/07/2025 China’s growth set to hit target in 2025 Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification* into non-US markets.
26/02/2024 Investors patience rewarded European equity markets fully recovered the losses of 2022 and are back at new highs. Economic activity data shows signs of improvement in an overall...
12/02/2024 Japan equity leadership continues Explore the lucrative Japanese equity market for international investors. Benefit from profit recovery, corporate reforms, and wage negotiations driving...
27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of Europea... Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/03/2023 Economy & Markets European banking sector set to withstand Credit Suisse fragi... Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.
6/03/2023 Equity European equities are favoured in a fragile earnings outlook Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...