The investor’s dream- an AI profit machine
For a couple of days, I have had the pleasure of being in sunny Barcelona in Spain. Though it wasn’t the palms on the beach that was the attraction, but rather, a 1,000-person fixed income convention, where I was invited to share some thoughts on the podium. This convention always includes quite a lot of... Read More →
Giant fintech market in shake-up
Teaser: China’s central bank, People’s Bank of China (PBoC), mulls a shake-up of the mobile payment sector, which can have a huge impact. Those who have visited China most probably noticed immediately that everybody uses a QR code on their mobile phone for any kind of payment. In China, this mobile payment behaviour is truly... Read More →
“Poli talks” continue as investor headache
Teaser: Many investors dream about having less of the tough political rhetoric and macroeconomic interference, but the reality looks different. Very respectable and fine organisations like The International Monetary Fund (IMF) have throughout the year revised their global GDP growth forecasts lower. The reason is not just a downswing in economic activity, this can happen,... Read More →
Global debt is not a problem
Teaser: The investor’s trust in the monetary policy is fading, and the fear for a price bubble in the bond market is increasing, which is equal to rising volatility. On the 12th September, the European Central Bank (ECB) cut the interest rate once again, and at the same time, announced more bond purchasing. Some argue... Read More →
China is ready to escalate the trade war
Teaser: Despite the latest positive signs, no one really knows where the US-China trade war is heading, but neither the global nor China’s economy is suffering as much as feared. China’s economy currently surprises more positively than negatively, which was probably not the intuitive expectation when considering the consequences of the trade war. I find... Read More →
India flirts with international investors
Teaser: India has apparently considered to issue its first international bond ever, and perhaps the government’s grip on the central bank’s money box last week was part of the preparations. Back in July, the senior government official Subhash Chandra Garg, from the Finance Ministry of India, mentioned to the press that India might be issuing... Read More →