Gold has fallen to 1231 an ounce. The Chinese yuan has depreciated to 6.76 and triggered a Black Death in emerging market currencies. Copper has fallen 18% in the past month. Emerging market equities/debt markets are in free fall. The US Treasury debt yield curve has flattened alarmingly since the beginning of 2018. The financial […]
The first new interpretation of a Roman ruin in London for nearly 20 years, London Mithraeum opened to the public in November 2017. The ruins of the mid-3rd century temple were discovered in September 1954 on a former WWII bomb site at the start of construction for a new office building. The press immediately picked […]
Why emerging markets will pay a high price. […]
Our Macro View commentator explains why he’s buying into the emerging market. […]
Looking at the factors that will drive India’s growth over the next decade. […]
Plus the latest on Morgan Stanley and my top emerging markets of 2017. […]
Our Asia real estate commentator recounts a trip to Myanmar. […]
I was stunned to read a Boeing report that forecasts that the global passenger jet fleet will more than double to 45,250 by 2035. Given that almost 20,000 of the world’s in-service aircraft will be retired or converted to freighters in the next decade, Boeing forecasts at least $3 trillion in financing for 40,000 odd […]
In this week’s update on global asset markets, Matein Khalid considers shale, European equities, and the emerging market of Argentina. […]
Emerging market equities have been the darling asset class de jour in 2017, mainly in Asia and Latin America, despite the March FOMC rate hike, a US Dollar Index at or above 100 and a mini-swoon in crude oil after a Saudi-Russian output cut spat. Earnings growth (India/Thailand), a stabilized currency (China), policy reforms (India, […]
