China has dramatically expanded its global presence as a security actor. China projects its military power far beyond the Asia-Pacific region, it shapes the security agenda in international organizations and it forges its own security partnerships in different parts of the world. The Chinese leadership has abandoned its decades-long international… Read More »
Mati Greenspan -
With all the talk about North Korea in the media over the last few days, it’s very strange that the markets remain complacent. Usually, if there is a factor of risk, tensions between the USA, Russia, and China, or the like, we should see some type of flight to safe… Read More »
The insatiable appetite for yield has prompted investors to take on ever more exposure to the highest yielding areas of the bond market. The search for yield appears unstoppable.Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to… Read More »
Pablo Goldberg, Sergio Trigo Paz -
Monetary policy divergence is back, as the US Fed announced quantitative tightening while other major central banks remain in QE mode. This has important implications for duration and EM currencies. With market pricing challenging the Fed’s stance, such a disconnect could bring more volatility in the second half of the… Read More »
Over the last 18 months we’ve seen the beginning of a rally in value stocks, which have rebounded from 2015’s 20-year lows. In 2016, value stocks outperformed growth stocks by the widest margin in well over a decade. Now, with the value rally underway, the question we’ve posed to ourselves… Read More »
To borrow from British idiom, tests of the new European bank resolution framework are like buses: you wait ages for one, then three come along at once. Fresh on the heels of the June 6 resolution of Spain’s Banco Popular, on June 23 the European Central Bank (ECB) determined two… Read More »
Kontron to Offer a Comprehensive Range of Hardware and Software Security Measures for Embedded Computers Kontron, a leading provider of Embedded Computing Technology (ECT), today announced numerous new security services available on its VPX and VME boards and systems, as well as on its TRACe computer family. Addressing increasing security… Read More »
Quantitative easing (QE) has resulted in heavily indebted developed economies and has had varying degrees of success. An unwinding of QE could cause increased volatility in the markets and a fight for remaining liquidity, as the supply of government bonds starts to disappear. QE has served its purpose of being… Read More »
The China – Hong Kong bond connect is another gradual step that China is taking in opening up its domestic bond market for foreign investors. Bond connect will have some operational advantages versus investing directly onshore in the sense that it will not require the investor to have a local… Read More »
Saipem awarded new E&C offshore contract, an extension to an FPSO contract and change orders for a total value of $500 million Saipem awarded a new E&C Offshore contract by Saudi Aramco for EPCI (Engineering, Procurement, Construction, Installation) activities and T&I (Trunklines & Installation) works in Saudi Arabia, under the… Read More »
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