Can the recent policy measures save China’s growth target?
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
The magic of some mega cap stocks and the headwind of rising interest rates have had quite an impact on small caps since 2022. But the wind is slowly beginning to shift.
Introduction of Bitcoin ETFs has given the segment a boost
Critical technologies are being identified and promoted as deglobalization advances
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.
