Australia’s long-booming economy is finally showing signs of slowing down.
Articles written by Marina Gerner
Chinese stocks have staged an impressive rally, outperforming every other national index in the world in the first quarter of 2019. Can that continue?
Turkey’s currency has slipped to an eight-month low against the US dollar, after a 40% slump in the first half of last year. The economy shrank by 3% in the fourth quarter of 2018 and inflation has reached almost 20%.
Central banks have revised down their inflation expectations. But the current subdued rate may not last.
The big diamond miners have become rattled by the growth of synthetic diamonds, at the same time as the price for natural stones is in decline.
Markets have been spooked by the inversion of the US bond yield curve, which often – but not always – heralds a recession.
The FTSE 100 is yielding more than double America’s S&P 500 index. But it’s not just blue-chip multinationals that are cheap. Domestically orientated British stocks are, too.
Improved corporate governance, better relationships with shareholders and more companies paying dividends. Japanese corporations are finally getting their act together.
Slowing GDP growth and disappointing data has prompted the longest run of persistent outflows from European equities in a decade.
Emerging markets have been reinvigorated this year, with the benchmark MSCI Emerging Markets at a six-and-a-half-month peak and developing-world currencies up against a weaker dollar. And the rally looks set to endure.