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novembre 22, 2024 | NS Partners
The current stockbuilding cycle may be approaching its mid-point, which typically marks a shift from “risk-on” to a neutral or negative market environment.
novembre 21, 2024 | Global Alpha Capital Management
What can endurance running teach us about successful investing?
novembre 16, 2024 | NS Partners
A look at the potential impact of President Trump’s policies on emerging markets, the risks of rising trade tensions with China and the resilience of China’s domestic market.
novembre 14, 2024 | Global Alpha Capital Management
Unveiling the hidden costs of trade policy.
novembre 14, 2024 | NS Partners
Japanese money trends remain ominously weak, suggesting poor economic / market prospects and a return of inflation to unacceptably low levels.
novembre 8, 2024 | NS Partners
Flow and stock measures of “excess” money cast doubt on claims that the liquidity backdrop for markets is unusually favourable.
novembre 7, 2024 | Global Alpha Capital Management
Is now the chance for small caps to shine?
octobre 31, 2024 | Global Alpha Capital Management
How will the US election results impact markets?
octobre 30, 2024 | NS Partners
Money growth is recovering disappointingly slowly in Europe and has weakened in Japan, while a recent US pick-up may fade post election.
octobre 24, 2024 | Global Alpha Capital Management
Japanese skin care and cosmetics are a top choice in today’s clean beauty trends, driving global expansion.
octobre 23, 2024 | NS Partners
The MPC’s slowness to cut rates risks aggravating a recent loss of economic momentum and prolonging an inflation undershoot.
octobre 18, 2024 | NS Partners
September money numbers and recent policy announcements support optimism about monetary prospects but the scale of acceleration is uncertain.
octobre 17, 2024 | Global Alpha Capital Management
Addressing Earth’s shrinking water supply.
octobre 16, 2024 | NS Partners
Beijing signals a new approach to policy – how far will policymakers go to boost growth?
octobre 11, 2024 | NS Partners
Cycle analysis suggests economic strength in H2 2025 / 2026 but confirmation is required from a pick-up in money growth.
