Market Thoughts Archive
Posted on December 13, 2015
Made in China – that is probably the three most used English words in the World, but will this be the case forever? People are so used to say that something was made in China, sometimes they are surprised to find out that the thing they are holding was not produced there. We should get used to this since manufacturing seems to be changing.
Posted on December 06, 2015
When it comes to wealth, the most common statistic we hear is that the richest 1% of the world owns more than 48% of the global wealth. But there are other interesting (and important) indicators in global wealth, like the countries with the most millionaires and billionaires, or the number of people in the middle class by country. Let’s see them.
Posted on November 29, 2015
Oil companies (and oil dependent countries) have seen better times: thanks to the continuously falling crude prices they announced layoffs and they are postponing important investments. These may be hard times for them, but one thing doesn’t seem to change: they are still paying big amount of dividend to the stockholders. They have a good reason for that.
Posted on November 22, 2015
Foreign central banks and asset managers are preparing to increase their exposure to yuan denominated bonds, as the IMF will probably approve the inclusion of Chinese yuan into its currency basket in November. Based on market forecasts, yuan will get an initial weighting of 14% in the Special Drawing Right (SDR) basket, which currently make up of the U.S. dollar, euro, the British pound and the Japanese yen.
Posted on November 15, 2015
China has surprised the world when changed its population control policy and has decided to end its 35-year long one child per family rule. It might seem strange that China’s new policy made such a shock when we are in the middle of the third quarter earnings season, the oil price tumble and the European migration crisis but if we take a closer look at it, we understand that this decision project one of the most important problem of the upcoming years.