Hot Chinese Waters
The second-largest global economy, China, currently faces a deflating property bubble, local governments struggling with debt payments, and a banking system exposed to these issues.
Go Deeper (3 min read)October 2023 - Commentary
Economists have become more optimistic about the U.S. economy. They now believe that the country will avoid a recession, as the Federal Reserve has finished raising interest rates and inflation is expected to continue decreasing.
Go Deeper (5 min read)Softbank Is Getting Out Of China
SoftBank is taking steps to reduce its remaining stake in Alibaba, limiting its exposure to the Chinese market and raising funds due to the declining value of its technology investments amidst the market downturn.
Go Deeper (3 min read)China's Gradual Recovery
Official figures indicate that China's retail sales contracted by 0.2% in 2022, a stark contrast to the 8% growth recorded in 2019.
Go Deeper (3 min read)Seniors Are Making The Economy Stronger
Consumer spending has remained remarkably resilient despite the Federal Reserve's efforts to raise interest rates. An often overlooked but significant factor contributing to this resilience is the aging population.
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$ 100 Oil
A near-continuous surge in oil prices has driven benchmark Brent crude close to the $100 per barrel mark, presenting a fresh challenge for central banks as they grapple with rising inflation.
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China's Export Cool Further
In August, China saw its exports to the rest of the world decline for the fourth consecutive month, offering little relief from its deepening economic challenges and contributing to a gloomy global trade outlook.
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Buying Utilities On The Cheap?
Utility stocks have fallen out of favor lately. To put it in perspective, the last time they underperformed the market to this extent, it was right before the dot-com bubble burst.
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U.S. Economy Defying Predictions of Recession
There is a commonly held belief that economic expansions do not naturally come to an end due to their age but rather meet their demise at the hands of the Federal Reserve.
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The Chinese Value Trap
Investors involved in Chinese equities have transitioned their focus from pursuing growth prospects to seeking undervalued opportunities.
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IPO Activity Heats Up
British chip designer Arm, grocery delivery firm Instacart, and marketing-automation platform Klaviyo are collectively aiming to raise billions of dollars through stock offerings in September.
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