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By: Maria Milina, Elke Speidel-Walz
India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
The Trump administration's frontal assault on global trade will not spare Europe. But the main victim could be the U.S. stock market, not least because of the high valuation gap between the U.S. and Europe. Together with the reform of the German debt brake, this makes Europe's equities relatively interesting.
New world order for trade: What Next?
China Banks: Signs of Bottoming Out
India Consumption Slowdown: Cyclical or Structural?
Altitude Sickness: Breathe, go slowly, stick to the big markers
By: Jason Chen, Dirk Schlüter
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.
