Investing

Leading up to 2020, Chinese equities dominated emerging markets, reaching nearly 40 percent of the index. However, the pandemic, government crackdowns, and economic slowdown have since halved their share.

Investors need strong nerves in 2024, but institutional investors are staying calm, according to the latest analysis at Universal Investment.

After a turbulent period for Japan’s markets, marked by a sharp drop in the Nikkei and a significant surge in the yen, the Bank of Japan (BOJ) finds itself at a critical juncture.

In a time when the world is facing unprecedented changes in the energy landscape, geopolitical forces are crucial for understanding the current and future energy markets.

The Bank of Japan unexpectedly raised interest rates, and for those who did expect it, the increase was larger than expected. And so “all hell broke loose”.

The carry trade is a well-known currency trading strategy that has gained huge popularity among investors and traders in recent years.

Despite global securities markets enjoying a robust first half of 2024 and various investment categories capturing the interest of European investors, some segments failed to impress. Which asset classes, investment styles, and regions fell out of favor with investors?

Even the staunchest opponents of easing U.S. interest rate policy are now conceding. Among them is Torsten Slok, chief economist of private equity fund Apollo Global Management and a fervent supporter of the zero-cut stance.

Ritesh Jain, former chief investment officer for BNP Paribas and Tata and founder at Pinetree Macro, spoke to Investment Officer about Monday’s market crash and highlighted the critical role of BOJ policies

Few stocks remain untouched in a market correction. An attempt by the editorial team to find out what asset managers are buying during the dip immediately fails: “Timing a bull-market correction is pointless,” they say.