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India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
By: Björn Jesch
India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.
Lower inflation gives Europe’s monetary authorities room to cut
Monetary aggregates can help increase accuracy in inflation forecasts. It is nice to see such ideas finally catching on again, but don’t get carried away either.
Election outcome expected to reflect broader trends and changes
With its decision to cut rates by 50 basis points, the Fed gives the labor market priority over inflation
As prices adjust, many areas of the global real estate market are looking increasingly attractive
In a challenging operating environment, selection and thorough bottom-up research remain crucial
Debt brake is increasingly being called into question
By: Martin Moryson
More open than ever – But what will markets make of it?
After a short break, the IT sector is on the rise again in 2023, not least thanks to Generative AI
The danger of recession is more evident now in market valuations but not in earnings forecasts
To be politically sustainable, transparency, inclusivity, and fairness must underpin further reforms in Greece, restoring confidence not just among foreign investors.
In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.
No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.
