Opinion Review of the chinese economy at the end of the summer of 2019
The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)
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Opinion Total Return Futures set for further growth as buy-side adoption increases
Eurex launched Total Return Futures (TRFs) in 2016 in response to growing demand for listed alternatives to total return swaps. Since then, the product has evolved into an instrument used by a wide variety of firms for multiple purposes, enabling firms to lock in financing (...)
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Opinion Taking the Silk Road
The year of the goat, which has just begun, looks likely to herald a major push by China to establish a new “Silk Road”, the adoption of a new five-year plan to boost the country’s social and economic development and a pick-up in the pace of financial reform, according to Ross (...)
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Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof
According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)
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Opinion Hard time for sterling
According to Luc Luyet and Frederik Ducrozet, Asset Allocation & Macro Research, Pictet Wealth Management, the sharp drop of the sterling on Friday 7 October at the start of trading in Asia with the currency declining 6% in the course of twenty minutes was the climax of (...)
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Opinion Accidental Americans Create Headache for French, European Banks
Boris Johnson, who was born in New York but left when he was five, found it outrageous that he was obliged to pay US taxes. The easy solution was to pay to renounce his US citizenship, which he did in 2016. Hundreds of other accidental Americans don’t have the luxury of such (...)
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Opinion Slowing China growth to prompt further stimulus
According to Craig Botham, Economist, Emerging Markets at Schroders, China’s economy expanded 7.3% in the final quarter of last year, beating expectations and recording a 7.4% expansion for the year as a whole, but failing to meet the government’s 7.5% (...)
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Opinion China: a health warning
“China is battling slowing economic growth with a host of stimulus measures, but a US policy of containment, the rise of rival low-cost manufacturing hubs and a dwindling current account surplus call for caution,” says Jason Pidcock, Head of Strategy, Asian (...)
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Opinion How will China’s devaluation impact eurozone equities ?
China’s central bank has taken steps to devalue the renminbi. The initial direct impact on eurozone equities is fairly limited but certain sectors and companies have more pronounced exposure...
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Opinion Anatomy of a dollar rally
In the era of Central Bank policy influence, we have become used to large shifts in the performance and trends of different currencies across time. For the better part of the past two years, the currency headlines have been dominated by a weakening US (...)
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Opinion What’s hot: Suspension of EU ETS unlikely
Sharply rising energy prices are pressuring politicians to react. Last week the European Commission called for an overhaul of the electricity market following price increases in excess of 20% in a single day in France. The European Commission is talking tough but is offering (...)
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Opinion Silver squeeze: What’s behind the surge in silver?
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
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Opinion China goes for ’gently does it’
Chinese economic reforms continue, but the authorities are going about it carefully. After all, they don’t want to risk missing their growth targets. Oil-price declines and the US growth recovery are providing some welcome wind in China’s (...)
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Opinion Renminbi depreciation, an unexpected but welcome move
The depreciation of the Chinese currency took many investors by surprise. And a surprise it was, although not necessarily a negative one, says Victoria Mio.
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Opinion Brexit referendum: more volatility ahead for Sterling
According to James Butterfill, Head of Research at ETF Securities comments, Brexit is the mother of all market uncertainties: legal, political, economic, polling and currency risk combining to make any confidence about the short-term outlook (...)
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