November’s Top 3 Reads
Read by tens of thousands of readers around the globe, these 3 contributions garnered the most attention this November, as published in CEOWorld Magazine (USA), Caixin Online (China), Jyllands-Posten (Denmark), Business Today (Malaysia), The Manila Times (Philippines), BusinessMirror (Philippines), LinkedIn, Facebook and Twitter: 1. Chinese consumers on a sudden halt The Chinese retail sales was... Read More →
U.S. 10-year yield to hit 4% in 2019
Teaser: 2019 is waiting just around the corner, and when listening to different forecasts, one could get the impression that next year will be the most boring year in the financial markets throughout decades, though I doubt. On behalf of our clients at this time of the year, we normally ask a number of asset... Read More →
Chinese consumers on a sudden halt
Teaser: The Chinese retail sales was below expectations in October, which of course gives reason to consider China’s economy once more. On the famous Singles Day, the 11th November, Chinese company Alibaba sold goods for 213.5 billion renminbi (USD 30.5 billion). These kinds of numbers are quite fascinating and when one considers that the turnover... Read More →
More risks from Emerging Markets
Teaser: During the first 10 months of the year, investments in Emerging Markets have generally been a loss-making experience. Most times, a market turns around, though in this case, it still requires a few months of patience – and risk appetite. The Argentine Peso has lost half its value to the dollar, the South African... Read More →
A ballot in December that can change EU
Teaser: German Chancellor Merkel’s sudden withdrawal as party leader of CDU can become quite interesting for the financial market, depending on the Hamburg convention in December. On Monday, the 29th October, a bomb was thrown in German politics. Chancellor Angela Merkel announced that she is stepping down as chairman for her party, CDU. So far,... Read More →