Economies

eCommerce, the attraction for Made in Swiss products

-

According to the latest Netcomm Suisse and ContactLab Observatory there are about 30 million consumers who are potentially interested in buying Swiss products. Now, The companies must think with a broader mind-set Even in eCommerce there is a “CH factor”, a strong interest from customers living outside the Swiss borders,… Read More »


The ABC of Latin American debt: Colombia

Claudia Calich -

Colombia: At risk of a rating downgrade to BBB- During my recent trip to Latin America it was funny (but not surprising) to hear the locals worrying about Colombia becoming the next Brazil. In turn, Brazilians are worried about becoming Argentina (though I believe the Argentinean problems are much more… Read More »


The ABC of Latin American debt: Brazil

-

Brazil currently finds itself caught in a destructive trap between politics and economics. On the political front, it is impossible to trade the daily noise and headline risk. The possible impeachment (45% probability as a guesstimate) of Rouseff would still be subject to various steps and legal challenges and could… Read More »


The ABC of Latin American debt: Argentina

-

It is crystal clear what the country’s challenges are and what needs to be done. What is less clear is how gradual Scioli will be in addressing these challenges and how long his honeymoon with the markets will last I expect the markets to allow him between 3 and 6… Read More »


More reassuring statistics in China

-

  The Chinese statistics released this morning are such as to reassure us about the Chinese economy. If our analysis of the Chinese economy brings us for quite some time to anticipate a gradual slowdown in growth, due to the transition towards a growth model more related to consumption than… Read More »


Pro-growth Japan–One Team, One Dream

-

WisdomTree Europe expects added Bank of Japan (BOJ) action With the BOJ policy board meeting last week (Oct 7) leaving monetary policy unchanged, a move at the next meeting, on October 30, is likely. That’s because the key in Japan is coordination of policy, with both monetary and fiscal policy… Read More »


Putting China’s Devaluation into Context?

WisdomTree -

Over the last six weeks, financial markets have continued to grapple with the current and future implications of the one-day devaluation of the Chinese yuan While market participants failed to see this move coming, it is important to put this shift in policy into context and attempt to understand what… Read More »


Japan Monetary Policy Outlook—One Dream, One Team

-

Pro-growth economic policy making is poised to make a comeback in Japan over the coming six to eight weeks With the controversial new security bill now largely in the rear-view mirror, “Team Abe” will want to re-establish economic policy-making credentials as quickly as possible. The sense of urgency is heightened… Read More »


China is hard learning rather than hard landing

-

Recent turmoil from China has led to panic selling waves over the financial markets and most equity indexes around the world registered negative performance on Monday evening The collapse of the Chinese stock markets since their historical highs in June, PBOC’s decision to move to a more flexible FX regime… Read More »


China Crisis? Yes, but no worse than two weeks ago

-

The relationship between asset prices and fundamentals is complex. Evidence and intuition suggest that sometimes prices move for no real reason. But even those of us who pay lip service to behavioural finance often find ourselves looking for explanations when we see the type of moves we have seen over… Read More »