Strong trust in Chinese consumers
The next Chinese five-year plan will most likely include the so-called "dual circulation" plan, where higher private consumption is a key element, which will attract interest.
Donkeys And Elephants Hit Wall Street
Together with the first TV debate, the US presidential election campaign is entering the hot phase, but the electorate has moved again, and this may well challenge Wall Street.
Trends and returns beyond Covid-19
Teaser: The global economic crisis caused by the Covid-19 will bring huge changes, though many investors may not have priced in all the new directions yet. A majority of the revised long-term views on the financial markets that I have been presented with over the past month incorporate and compensate for the expected economic effects... Read More →