Market report September – October 2021day 08.11.2021 * Reading time: 10min. Market report: September – October 2021 Equity markets – a monetarist look The “monetarist” forecasting technique is based on the assumptions that: real narrow money...
Market report July-August 2021day 03.09.2021 * Reading time: 10min. Market report July – August 2021 After the decrease experienced during the pandemic shock last year, inflation is expected to rebound in 2021. Commodity prices have been notably impacted, with the...
Market report January 2021day 29.01.2021 * Reading time: 10min. Market Report January 2021 Emerging markets compared to developed markets, a few words about the current situation, the longer term and the charms of emerging markets In 2020, the MSCI Emerging Markets...
Market report December 2020day 04.01.2021 * Reading time: 10min. Market report December 2020 Low interest rates and massive stimulus packages to increase public debt raise Investors’ concerns about potential long-term side effects When the cost of capital is low,...
Market report November 2020day 07.12.2020 * Reading time: 10min. Market report November 2020 Can Investors find a lasting recovery in emerging markets? After a difficult start to the year, capital flows in both EM stock markets and bonds turned out positive....
Market report October 2020day 09.11.2020 * Reading time: 15min. Market report October 2020 In the current market report, I am continuing my analysis of emerging markets (EM) investment opportunities. Emerging Markets Debt (EMD): An Opportunity in an Unstable...
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