Han Dieperink

Following the Great Financial Crisis, the western monetary madness led to years of outperformance for US equities. Now that central banks are lowering interest rates and the global economy seems to be picking up, emerging markets are becoming attractive again.

Last weekend marked the second anniversary of the current bull market in equities. Since hitting its low point on October 12, 2022, the MSCI All Countries World Index has surged about 50 percent, the S&P 500 has risen by around 75 percent, and the Nasdaq has doubled. The driving force behind this impressive rally? The so-called “Magnificent Seven” stocks, which have nearly tripled in value over the same period.

China and Japan are once again on a collision course, this time over the highly strategic semiconductor industry.

If you want to generate returns through stocks, focus on companies that achieve a higher return on invested capital than it costs to raise that capital. This is the essence of value creation.

Trump’s pick of James David Vance, better known as J.D. Vance, as vice-presidential candidate markets a firm shift.

In the years when a new US president is elected, there is often a summer rally. Typically, July is the month when the media pays more attention to the election.

House prices in Europe are soaring to historic highs, but supply isn’t meeting demand, creating a critical housing market crisis.

A company’s human capital is difficult to value, but the art of attracting and retaining talent is often the starting point of disruptive innovation.

Never before have there been so many elections in a single year, and yet another one looms.

There have been many criticisms of capitalism in recent years. These were mainly attempts to get rid of neoliberalism that relied on the solving power of the free market.

In practice, many neoliberals have distanced themselves from the idea of a “natural” free market. For these neoliberals, the market exists thanks to a government that regulates property rights, makes provisions for international trade and also fuels the competitive spirit. Everything and everyone has to compete with each other, even in terms of utilities and the welfare state.