It’s not the economy, stupid: stock markets soar to record highs
The record highs attained by Wall Street last week might come as welcome news for US President Donald Trump. But the booming stock markets will offer little solace to the…
Weak earnings set Asian stock markets up for repeat underperformance
Unless they are in for the long haul, global investors in Asian equity markets outside Japan should be prepared for returns this year to be below those of other markets…
In China, stocks-for-loans under stress as markets slide
A sharp drop in mainly small-cap Chinese stock prices has exposed a new and potentially destabilising pocket of leverage in the world's second-largest economy. The value of shares that shareholders…
Is Goldilocks gone? Emerging markets face uncertain path under Trump
Investors hoping for a “Goldilocks” moment for emerging markets in 2025 following years of global interest rate hikes are grappling with significant uncertainty ahead of Donald Trump’s impending return to…
German government collapse could have silver lining for Europe’s markets
The collapse of Germany’s government could have a silver lining for the euro zone’s ailing economy with potentially higher spending likely to support its currency and stock markets, even if…
For Europe’s markets, Trump’s return spells euro pain but bond gains
Investors are bracing for further economic pain in Europe that could deepen euro losses and hurt its stocks, as a second Donald Trump presidency raises the prospects of hefty tariffs.…
For markets, jury still out on French belt-tightening plan
Markets are tentatively optimistic France’s budget may eventually pass through its fractured parliament, but remain sceptical about how quickly the country can tidy up its finances just as rating reviews…
Why financial markets matter
A well-developed financial system comprising dynamic capital markets and a robust banking sector is considered a critical driver of investment, productivity, and sustainable economic growth. Here, I discuss how the…
Global stock traders face dip-buying dilemma after crushing selloff
A selloff that rocked equity markets around the world is clouding the outlook for investors looking to buy stocks on the cheap, as worries over the US economy and disappointing…
Rate cut prospects could bolster US stocks as investors await earnings, elections
The prospect of near-term interest rate cuts is bolstering the case for investors to remain bullish after a run in US stocks that may soon be tested by upcoming corporate…
