Non content to have destroyed a globalised world order patiently built over 50 years through his Trade wars and his corporate bullying tactics, Donald Trump has also questioned the independence…This content is for Research, Model Portfolio + Investment Ideas and 1-month Free Trial members only. Log In Get a 1-month Free Trial
In a week where Donald Trump’s Trade war sent global markets tanking, our readers would be entitled to expect us to focus primarily on the Trade War and its consequences.
We have written about it at length and do expect some kind of settlement after this week’s latest show of muscle by both parties, the most interesting of all being North Korea Kim sending a few missiles in the Pacific Ocean.
Donald Trump Tweets Again … US President Donald Trump ratcheted up trade pressure on Beijing, last Sunday threatening to increase existing imports tariffs on Chinese goods to 25% from 10%,…
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Credit Cover Photo. Joseph Chan – Unsplash.com
As we predicted, 2018 was a year of turning points : turning points in inflation, monetary policies and equity markets.
We were amongst the few to predict the end of the secular bull market in US equities and 2018 ended-up being the worst year in equities since the 2008 financial crisis.
Equity markets lost -10 % on average while Asian equities and Emerging Markets lost -15 %. Chinese equities were by far the worst performers losing – 25 %.