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Discover the 2026 midyear outlook for China equities, as AI innovation, policy support, earnings recovery, and liquidity shape market opportunities.
Explore the 2026 midyear outlook for Asia equities, from AI-driven growth and chip momentum to North Asia leadership and geopolitical risks.
Short-term gold forecasts have been revised downward, reflecting the repricing of Federal Reserve expectations and the rise in short- and long-term interest rates observed in recent weeks.
In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.
Sea voyages teach us that calm waters are the exception, not the rule. The forecast may appear reassuring, but conditions change quickly. The mistake is...
Persistent macroeconomic volatility, geopolitical tensions and AI-driven disruption have all shaped the start of 2026. It has also marked the return of the leveraged buyout (LBO).
Markets may be overly focused on outcomes—such as ceasefires—while overlooking transition dynamics and their broader economic implications. Waiting for durable concessions amid ongoing negotiations...
Inflation, potential monetary tightening and the Iran conflict have pushed bond yields higher.
Higher energy prices are squeezing growth and forcing the ECB’s hand.
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