Our latest macroeconomic insights Asset Allocation Update We still expect Indian equities to lag The Adani saga hasn’t done much to reduce the comparatively stretched valuation of India’s stock market. In our view, that means there is still scope for it to underperform over the long run. In view... 9th February 2023 · 4 mins read Global Markets Update We think bond yields will fall in Canada & ANZ We think sovereign bond yields in Canada, Australia, and New Zealand will drop further by end-2023. 8th February 2023 · 3 mins read Asset Allocation Update We have our doubts about the soft-landing rally Despite some better news recently, we still think that advanced economies face a tough couple of quarters, an outturn which does not seem to be fully discounted in financial markets. With this in mind... 3rd February 2023 · 6 mins read Asset Allocation Update Assessing the winners and losers since China’s rebound Our view that the stock market in China will continue to recover in the coming months even as its counterpart in the US falters ahead of a mild recession there raises the question of how equities... 2nd February 2023 · 6 mins read Pagination Previous … Page 95 Page 96 Page 97 Page 98 Current page 99 Page 100 Page 101 Page 102 Page 103 … Next
Asset Allocation Update We still expect Indian equities to lag The Adani saga hasn’t done much to reduce the comparatively stretched valuation of India’s stock market. In our view, that means there is still scope for it to underperform over the long run. In view... 9th February 2023 · 4 mins read
Global Markets Update We think bond yields will fall in Canada & ANZ We think sovereign bond yields in Canada, Australia, and New Zealand will drop further by end-2023. 8th February 2023 · 3 mins read
Asset Allocation Update We have our doubts about the soft-landing rally Despite some better news recently, we still think that advanced economies face a tough couple of quarters, an outturn which does not seem to be fully discounted in financial markets. With this in mind... 3rd February 2023 · 6 mins read
Asset Allocation Update Assessing the winners and losers since China’s rebound Our view that the stock market in China will continue to recover in the coming months even as its counterpart in the US falters ahead of a mild recession there raises the question of how equities... 2nd February 2023 · 6 mins read
