Trends

A roadmap for Europe

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The election of Emmanuel Macron as French president has diminished political risks in Europe, and the likely reelection of Angela Merkel in Germany should provide a basis for the implementation of deeper reforms, especially in the Eurozone. As the Brexit shock dissipates, some steps toward greater integration and cooperation in… Read More »


BitLocation Brings CryptoCurrencies to Main Street

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BitLocation, a new service designed to bring cryptocurrency trading to the high streets and main streets of the world, announced completion of the development stage of its platform and has begun working with currency exchanges to integrate it into their systems. Projected as a way for currency exchange bureaux to… Read More »


We do it the contrarian way!

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Europe is becoming a more attractive place to do business. That’s why investors must have European stocks in their portfolios. But tracking down the right stocks isn’t easy in such an extensive and far-flung region. Mike Clements has a consistent track-record of doing so. Get to know more about Mike… Read More »


Blockchain system successfully deployed to revolutionise the logistics industry

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A successful pilot program delivered by logistics technology company Marine Transport International (MTI) demonstrates that the logistics industry will see improved connectivity, efficiency and security thanks to blockchain. MTI, in conjunction with Agility Sciences, have today released a whitepaper detailing the deployment of their Container Streams system in a supply… Read More »


Asia Pacific e-commerce market out performs Europe and North America

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New findings from GlobalData’s, Consumer Payments Insight Survey reveal the extent of Asian consumers’ demand for mobile apps, smartphones and digital wallets when purchasing online. GlobalData, a recognized leader in providing business information and analytics, estimates the Asia Pacific e-commerce market at $1.4tn in 2017, up from $535bn in 2013,… Read More »


A brighter outlook for the BRICs

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Mainly positive revisions to the emerging market (EM) outlook this quarter, with growth upgrades everywhere but India, and inflation expectations pushed down across the board. To a large extent this represents positive data surprises in the first half of the year (and the opposite in India). In Brazil and Russia… Read More »



Will it Last?

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Macro trends have been stable this year in terms of rising growth expectations, declining political uncertainty and EM outperforming developed markets (DM). More recently, inflation expectations and the so-called “Trump trades” have consistently deflated. Will it last? The widening out of the expansion is in line with our views…One of… Read More »


Italy: Politics remain complex, but systemic risks abate

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In the last few weeks, markets have acknowledgedreduced systemic risks in Italy, and banks’ shares have gained as aresult. Italy’s sovereign spread has declined both relative to GermanBunds (-35bps to 175bps) and Spanish government bonds (-13bpsto 60bps). Talks among Italy’s four largest parties regarding a new proportionalelectoral system collapsed. Parliamentary… Read More »


Beyond The Oil Price

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Financial Policies And Cost Savings Are Critical For Oil Majors’ Ratings The business model employed by the oil majors involves investing through cycles to generate long-term earnings. This can mean majors strengthening their balance sheets when oil prices rise in order to continue investing when prices are lower. Indeed, locking… Read More »