Saturday , 4 July 2020


Economic Overviews

Could U.S. Trade Deficit Be Real Cause Of Market Turmoil? (+2K Views)

If imports and exports are both falling, that means consumption is weak pretty much everywhere, and weak consumption means slow or negative growth which means lower corporate profits, which, if history is still a valid guide, means less valuable equities, so could it be that the markets are simply figuring this out and revaluing assets accordingly?

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The World Is About To be Turned Upside Down – Winter Is Coming! (+3K Views)

Don’t tie your fortune to a rising market – and I mean any kind of market anywhere on the globe. This is a time to think strategically, stay hedged and diversified, and avoid big directional bets. I think active and hedged management will be the place to be in the coming period. To quote the motto of House Stark in Game of Thrones, winter is coming...

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Red China Is Drowning In A Sea of Red Ink

China is only becoming more indebted, even as its economy slows down. By 2014, China's total debt reached $28 trillion, according to McKinsey & Co. That is roughly half the world's entire debt. In this article we show what's happened to Chinese debt and why people are starting to worry about it.

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China Investing $Billions In Africa – Here’s a Look At Where

China has increasingly poured billions of dollars of foreign direct investment capital into Africa..and is now invested in 46 of 54 African countries, mainly with a focus on metals, energy, and infrastructure...Investments in 2015 up until June have totaled $17.8 billion, and are on pace to reach $42 billion by the end of this year. The infographic below will help you visualize China's investment in China.

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Corruption Perceptions Index: How Does Your Country Score?

Each year we score countries on how corrupt their public sectors are seen to be by capturing the informed views of analysts, business people and experts in countries around the world. The resultant Corruption Perceptions Index sends a powerful message and governments have been forced to take notice and act. How does your country score?

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Who Is Going to Pull Global Economy Out of Its Funk?

Who is going to pull the global economy out of its funk? No one knows, but it’s not going to be China – regardless of how many more times the central bank is going to tweak its policies and cut interest rates. That’s what China’s trade fiasco is saying.

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