Global Country Risk Blogs

Gold Price Rally: Implications

Gold has rallied strongly in recent trading, and a decisive push above USD1,320/oz would have significant implications. First, it would suggest that prices will rally further in the coming weeks,...

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Cyclical Assets Outperforming

As we noted in last Friday's blog entry, one of our global themes for 2014 is that safe havens are no longer likely to be in such hot demand as economic uncertainty subsides in the US and Europe,...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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