Subscribe
The end of Covid curbs will boost growth, and inflation
Valuations are starting to recover but there are reservations over the rally
The European Commission has outlined its response to the US Inflation Reduction Act
A potential soft landing and lower energy prices are breathing life into venerable businesses
The company's long winter started before the rest of the market鈥檚, but signs of spring are palpable
Aim-lister inks $100mn deal to build the Bougouni lithium mine in Mali
The glamour has gone from emerging markets, replaced by a clear investment purpose
Much of China鈥檚 stock market performance in 2023 will depend on the decisions taken by its political leadership
The mix of opportunities and risks across emerging markets means taking a broad exposure is wisest
US interest rates are expected to peak next year, but this will be followed by shrinking GDP and rising unemployment.
