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India Consumption Slowdown: Cyclical or Structural?
Altitude Sickness: Breathe, go slowly, stick to the big markers
By: Jason Chen, Dirk Schlüter
Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.
By: Vincenzo Vedda
Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?
To participate in the expected performance of the yellow precious metal, investments in physical gold and gold mining shares appear equally suitable
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
Evolving Data Center Landscape in Asia-Pacific
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
For the last of our “10 themes for the year ahead,” we let our thoughts run free. We look at events that are outside our core scenario and sometimes quite radical. The market reactions too could be surprising.
In Theme #9 we look at the increasing cluster risks following Trump's election victory
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
The eighth topic in the series analyzes efforts to break the dollar's global dominance.
In theme 7 of our series, we look at what the healthcare sector has to offer in times of lackluster economic data and falling interest rates.
