by Jacques Lemoisson | Mar 2, 2021
Powell will talk during an event hosted by the FT on Thursday. The same day, one of the biggest political events will start in Beijing. Known as the “two sessions”, or lianghui, the annual gatherings of the Chinese People’s Political Consultative Conference (CPPCC)...
by Jacques Lemoisson | Mar 2, 2021
The biggest threat to China’s economy in 2021 would be “international price shocks”, according to the study! Welcome into the inflation world!!! As a result, many Chinese manufacturers – especially those that serve developing nations – would have to take a financial...
by Jacques Lemoisson | Mar 2, 2021
Agree!!! And the comments are echoing those from Lou Jiwei, former minister of finance highlighted in my Global Macro Insight of yesterday. China’s top banking regulator said he’s “very worried” about risks emerging from bubbles in global financial markets and the...
by Jacques Lemoisson | Mar 1, 2021
A joke? And with more history, the reversal trend is not on the buy side And this news was one of the major excuses to purchase stock markets… the ECB and the FED would be supposed to announce the same: more QE??? But for what kind of effect??? To sum up: track...
by Jacques Lemoisson | Feb 28, 2021
We are proud to announce two new partners in alternative investments: ACE&Cie for the Private Equity and Mikro Kapital for the Micro-Finance/EMTN ACE & Company is a global investment management platform with total assets of over $1bn across three investment...
by Jacques Lemoisson | Feb 27, 2021
Let me be clear about ETF. ETF should stay a passive investment vehicle. I started to build asset allocation via ETFs 15 years ago for Pension and Insurance funds. I always advocated that “smart” beta ETF could be dangerous, misleading investors in a kind...
