201710.31
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Inside Track – October 2017

This month’s topics: The IMF has just increased GDP forecasts for all advanced economies – with the exception of Spain and the UK. The 19th Party Congress has sealed the status of Xi-Jinping – the most powerful Chinese ruler since Mao Zedong. To overcome the middle-income trap and to boost productivity, China aims to become…

201710.20
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Investment View Q4 2017

The optimism in the last 18 months has increased the global stock market capitalization with an epic $18.5tn, which is a bigger number than the GDP of the US. Today, corrections have proved limited The main US equity index S&P 500, for example, is currently going 333 calendar days without a higher than 3% dip…