Change focus in stock selection
Companies that practice the fives uses of cash model are considered good capital allocators.
Companies that practice the fives uses of cash model are considered good capital allocators.
XPeng has lost 61% of its value from a June high
Innovative health can be in areas of cell and gene therapies and genomics.
Emerging markets continue to offer good potential for investors, providing access to sectors and companies that are on significant growth trajectories, as well as those not readily available in developed markets, says John Moorhead, head of global emerging markets, Maple-Brown Abbott.
For investors, an assessment of country risk should seek to answer one key question: is the country under review an acceptable investment destination? If the answer is no, why would you invest there?
Economic growth is back on track but expect significant volatility in China equity markets before a more sustained recovery can take hold.
DeFi is an umbrella term for a variety of financial applications in cryptocurrency, or blockchain, geared toward disrupting financial intermediaries.
van der Welle says, ”We find that the bar for inflation becoming entrenched is pretty high and recessions, which we expect one way or another, are highly disinflationary. However, a right-hand skew to the expected inflation frequency distribution for developed economies is a key thread for 2023-2027. “
Over the past couple of years, there’s been a noticeable increase of asset-backed tokens entering the market, coinciding with an increase in the number of institutional investors as well.
The matrix of uncertainty provides a framework for assessing today’s economic environment and aids in making investment decisions, says Epoch Investment Partner’s John Tobin.