30/06/2023

Investment Newsletter – June 2023

by admin in Newsletter

Asset price inflation over the past two decades has created about USD 160 trillion in “paper wealth.” Economic growth was sluggish, inequality rose, and every USD 1.00 in investment generated USD 1.90 in debt. The economic, banking, and investment landscape may well look materially different in the next 10 years than it did in the […]

31/05/2023

Investment Newsletter – May 2023

by admin in Newsletter

The US central bank raised its benchmark overnight interest rate by a quarter of a percentage point to the 5.00% – 5.25% range, as expected by financial markets, but in doing so dropped from its policy statement language saying that it “anticipates” further rate increases would be needed. The change doesn’t foreclose the central bank’s […]

30/04/2023

Investment Newsletter – April 2023

by admin in Newsletter

In China’s Government Work Report on the National People’s Congress on 5 March, Premier Li Keqiang guided China’s GDP growth target for 2023 to around 5%, which is at the lower end of market consensus. With an incoming new administration, lower guidance sets the stage for stronger delivery later in the year. The appointment of […]

31/03/2023

Investment Newsletter – March 2023

by admin in Newsletter

Biden’s dramatic visit to Kyiv on 20 February 2023, amid wailing air raid sirens and his soaring speech in Warsaw a day later reinforced the West’s remarkable support for Ukraine’s resistance to Russia and directly repudiated President Vladimir Putin. But Putin issued his riposte in an annual address, framing the war in Ukraine as a […]

28/02/2023

Investment Newsletter – February 2023

by admin in Newsletter

China played down the cancellation of a visit by US Secretary of State Antony Blinken after a large Chinese balloon suspected of conducting surveillance on US military sites roiled diplomatic relations, saying that neither side had formally announced any such plan. Back in 22 January 2023, Blinken was set to visit Beijing from Feb. 5 […]

31/01/2023

Investment Newsletter – January 2023

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Most countries around the world have welcomed China’s move to open up to travellers from all over the globe and encouraged Chinese to travel abroad, after the country’s COVID-19 battle entered a new stage. However, a small number of countries and regions, such as the US and Japan, see China’s reopening as another chance to […]

31/12/2022

Investment Newsletter – December 2022

by admin in Newsletter

“Safety and health are the prerequisite for human development and progress.” Xi Jinping, general secretary of CPC Central Committee stressed. Both the infection rate and mortality rate in China are one of the lowest in the world. China could face 1.55 million COVID-19 deaths if it abandoned the current dynamic zero-COVID policy, according to a […]

30/11/2022

Investment Newsletter – November 2022

by admin in Newsletter

Confronting the spectre of stubbornly high inflation, central banks in advanced economies and many emerging markets have had to move to an accelerated path of monetary policy normalization to prevent inflationary pressures from becoming entrenched. As an intended consequence of monetary tightening, global financial conditions have tightened in most regions. Global financial markets have shown […]

31/10/2022

Investment Newsletter – October 2022

by admin in Newsletter

The Nord Stream (NS) pipelines have been flashpoints in an escalating energy war between capitals in Europe and Moscow that has damaged major Western economies and sent gas prices soaring. Every crime implies motive. The Russian government wanted, at least up to the sabotage, to sell oil and natural gas to the EU. The notion […]

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