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Growing supply led to significantly falling prices for solar modules
Fully participating in a potential market recovery or staying cautious given the market nervousness? For combining both, the portfolio needs the right diversification
Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.
Grains have often shown where commodities are heading
Supplementary capital - AT1 - gained unexpected notoriety this week. This may make banks position themselves more solidly even without regulatory pressure.
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
Trading on Monday continued where it ended on Friday. Where will it stop?
The latest order intake and production figures of the German industry seem discouraging at first glance. At second glance, things look less dire.
German inflation expectations now exceed those seen in the U.S. We explain why this seemingly alarming finding is fairly meaningless for European monetary policies.
Supply Chain Diversification: Future Opportunities in ASEAN Market
By: Ivy-sw Ng, Tommy Law
Asia’s Critical Role in the Semiconductor Value Chain
China and India Focus on Fiscal Discipline
Same Consumption Downgrade, Divergent Paths Ahead for China and Japan
