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Unrealistic expectations

Date: 5 February, 2021
Financial markets are a-washed with excess liquidity, even more so since the Covid-19 crisis. Negative real interest rates favor leverage. . . . Read More

Cancellation, what cancellation?

Date: 28 January, 2021
In our world of rule of law, debtors must honor their commitments and pay their debts. This is a basic. . . . Read More

EU False priorities

Date: 21 January, 2021
EU is China's largest trading partner, and the same is true vice versa. Finally, China and the European Union have. . . . Read More

Confusion over Chinese stocks listed in the US

Date: 14 January, 2021
At the beginning of last week, the New York Stock Exchange announced the withdrawal of 3 Chinese companies, China Mobile,. . . . Read More

Currencies. Will the lasts be firsts across EM?

Date: 8 January, 2021
There was a global splurge in government borrowing in 2020 and emerging markets were not left out. However, given the. . . . Read More