Market Thoughts Archive
Posted on July 05, 2015
The everlasting acts of this Greek drama slowly trapped the decision makers, the Tsipras government practically hit the wall financially and economically speaking and showed a series of actions that put the country in real trouble. All the austerity measures and difficulties that Greece recently had to suffer was in vain; the GDP growth and primary budget surplus both went to waste in 6 months by populist promises and increasing uncertainty.
Posted on June 24, 2015
China’s stock market has just gone through a difficult time. On the one hand, central bank eased monetary politics and tried to stimulate the economy, on the other hand, serious measures were taken to help the stock market trading. Since the 2008 crisis, this is the first time that the Shanghai Composite Index hit 5000 points, and indices might still go higher.
Posted on June 07, 2015
A Brexit would destroy trade, millions would lose their jobs and the government needs bailout from the IMF as sterling tumbling on the markets. These are some of the worst case scenarios about what might happen if the U.K. leaves the European Union.
Posted on May 24, 2015
The Forbes listed the world’s 2000 largest companies this year as well, the first 10 spots occupied by Chinese and U.S. companies. China’s breakthrough is obvious: the first 4 spots were only available to Chinese companies. There are, however, further interesting movements and rearrangements on the list.
Posted on May 10, 2015
Despite the US stock markets continue to break record highs, we see big imbalances in the background. Bank of America Merrill Lynch published a new survey that shows US investors have pulled 99 billion USD out of the equities year-to-date including net outflows in 11 of the past 12 weeks. What’s more, we saw the biggest outflows from equity in amount of 17,2 billion USD this year.