Stockbuilding cycle turning less favourable for markets
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.
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Insights
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Investing through the long run: Insights from endurance running
novembre 21, 2024 | Global Alpha Capital Management
What can endurance running teach us about successful investing?
Is Trump really bearish for EM? Plus, stock picking in a China bull market
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.
The ripple effect of US tariffs on global economies
novembre 14, 2024 | Global Alpha Capital Management
Unveiling the hidden costs of trade policy.
Japanese money update: downside risks rising
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.
Assessing “excess” liquidity: reasons for caution
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.
It’s time to make small cap great again
novembre 7, 2024 | Global Alpha Capital Management
Is now the chance for small caps to shine?
Red or blue: How will the US election colour the markets?
octobre 31, 2024 | Global Alpha Capital Management
How will the US election results impact markets?
Global money update: weak signal with US still diverging
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.
The rise of J-beauty
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.
UK rates: the case for 50
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.
Chinese money growth recovery under way
octobre 18, 2024 | NS Partners
September money numbers and recent policy announcements support optimism about monetary prospects but the scale of acceleration is uncertain.
Slowing the countdown to Day Zero
octobre 17, 2024 | Global Alpha Capital Management
Addressing Earth’s shrinking water supply.
Does the China rally have legs?
octobre 16, 2024 | NS Partners
Beijing signals a new approach to policy – how far will policymakers go to boost growth?
A “monetarist” perspective on current equity markets
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.