Analysis
November 2013: SC – Only European equities remain…
The successful resolution of the US government shutdown and the repeated delay of discussions regarding…
Dexia: Markets strategy
Asset Allocation – Executive summary: We remain overweight on equities vs. bonds…
In light of the current EM dry spell…
Since the markets have started to price out a an early “Fed-Tapering”, the troubled emerging…
Earnings season set to be crucial for equity…
Moving from a liquidity-driven market towards a fundamentals-driven market; Driver for equities will not come…
Signs of Stabilization in the Emerging Markets
Financial markets have emerged from the past five months’ worth of worrisome anxieties with strengthened…