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By: Darwei Kung
Oil will likely grind higher
Gold is keeping us excited
No recovery yet
Optimism overdone
Post the oil-price inflection
Finally a phase-one deal – and now?
A united OPEC and trade headlines
Volatile times ahead
Our monthly analysis and outlook on commodities
China has steadily been moving up global value chains, not just in capital goods but also in related IT and services.
The electrification of the global vehicle fleet is progressing – which poses serious challenges for traditional carmakers, not least European ones.
Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.
Growing supply led to significantly falling prices for solar modules
By: Elke Speidel-Walz
A more complex relationship with a global impact
Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification
