Vladimir Zakharov By James Wilson, EM Sovereign Strategist EM sovereigns face a tough backdrop, but larger nations should remain resilient With most countries only just starting to recover from the Covid-driven shock, the war in […]
VALUE AND GROWTH STOCKS: Value and growth stocks valuations will be impacted differently by a shift in the monetary policy outlook Value tends to outperform the growth factor when the Fed increases interest rates When […]
Igor Kutyaev In this article, I will discuss the outlook for China shares (SHCOMP) in light of a recent regulatory deal. China stocks have outperformed Europe despite domestic issues I wrote an article back in […]
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