The prospect of a new government delivering economic reform in India has provided a substantial boost to the country’s stock market. Although we are also optimistic that a new government will make...

The cost of corporate equity is much lower than the cost of corporate debt in the US. This is very different to the situation that prevailed during the dot com bubble and is a reason to think that the...

Net selling by global ETFs and mutual funds dedicated to investing in equities in China was larger in March than in any other month on record according to EPFR Global. This presumably reflected...

The ECB looks increasingly willing to implement some form of explicit quantitative easing (QE) soon. However, the market impacts may be smaller and more varied than widely hoped.