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All the articles related to economics
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Opinion The Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
Opinion Are recession concerns overdone?
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.
Opinion Descending From Extremes Is a Rocky Process
To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.
Opinion Chinese new year: Three reasons why china could roar in the year of the tiger
As the rest world grapples with tighter monetary policy, China is on different easing trajectory, which should be supportive for stocks. It is likely that we are at, or past the peak of regulatory reform. Current valuations provide exciting entry points and (...)
Opinion US equities: three themes to watch in a discriminating year
2022 will be a new year in more ways than one. After more than a decade of monetary stimulus, the US Federal Reserve has signaled that it will raise interest rates and reduce support for the economy and asset prices.
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