China

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of the most important markets in...

With the increase in the American overnight rate and long term bond yields questions are starting to be asked about whether the federal government debt load is...

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to...

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the...

We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what...

The political environment is arguably more important now for investors than it has been for many years. Trump’s presidential victory in the US, the rise of ‘populism’...

Economic news was strong in October, led by US Q3 GDP coming at an annualised rate of 3.0%. Quarterly earnings and sales for S&P 500 companies are beating estimates by...

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very...

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going...