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BETting On Romanian Equities

Having highlighted attractive technical pictures in a number of eurozone equity markets, most recently through adding a bullish Spanish Small Caps view to our Asset Class Strategy (see Business...

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Global Economic Growth Improving

While much of the market's attention over the coming days will be focused on the US Federal Reserve's September 17-18 policy meeting, at which it will decide whether to taper QE3 (and we expect that...

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Chinese Yuan Steady, But For How Long?

One currency that has continued to strengthen throughout the recent bout of weakness in emerging markets currency markets is the Chinese yuan. This has taken us slightly by surprise, for although...

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Global Markets: US Treasuries Show The Way

Today’s disappointing US non-farm payrolls notwithstanding, the global economy picked up momentum in July, providing initial confirmation to our view that growth had troughed and would improve in the...

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Global Markets: Stocks Over Bonds

No matter what short-term respite is on the cards for global fixed income (the JPMorgan EMBI Plus spread has already eased back to 305 basis points (bps) from a high of 390bps in June), we continue...

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