The Japanese economy is gaining mainly due to improved global growth. Last year the ¥ was weaker which gave a boost to Japanese exports particularly to the USA. The value of the Japanese ¥ has continued to decline against the…
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Throughout Asia, equity markets have enjoyed a good 2017 so far. The current cyclical upturn in both developed and emerging markets has seen an improvement in exports from throughout the region. Asia and the broader emerging markets have made strong…
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India’s benchmark Sensex index hit a new all-time high of 31,159 at the end of May having grown 15% since January. This growth in Indian stock values was helped by the progress of world stock markets as well as foreign…
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This year we expect Russia to finally emerge from recession supported by lower interest rates, a more stable oil price and a recovering Eurozone. Russian PMI for manufacturing and service sector are now positive suggesting further growth. There is also…
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The price of crude oil rose back above US$52 when the Oil Producing cartel OPEC lead by Saudi Arabia and non OPEC producers lead by Russia signed an extension to their deal to restrict oil production. Saudi and Russia between…
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The Federal Reserve Open Markets Committee (FOMC) increased the Federal Funds Rate by 0.25% in December and again in March. The rate is expected to rise twice again later this year from its current 1% to 1.25% then to 1.5%.…
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We are pleased to report that the gross performance of our portfolios in each of our eight portfolios up until 5th June 2017, as measured against the associated national Investment Association (IA) benchmark, has been very satisfying. The relative performance…
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Both the USA and China are tightening credit. The US is raising interest rates while China is controlling credit limits. The US bond market has been nervous about the Federal Reserve’s rate rising policy and the fall in US growth…
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Emmanuel Macron and Marine Le Pen will face one another in the second round of the French election in two weeks. The market reaction has been positive, as investors begin to look past the risk of a Eurozone breakup and…
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