Europe

April 13, 2015

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The China Bull Rages China’s domestic stock markets in Shanghai and Shenzhen have put on strong rallies since the middle of 2014. Recently, the China rally shifted into high gear. We believe this outperformance is being driven by the desire...
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March 09, 2015

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New Leaders Are Taking the Growth Baton National Growth Rates Are Shifting As we all know, for the last decade China has been the most impressive grower of the major nations. It is now the world’s second-largest economy. India has...
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October 23, 2014

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The European Central Bank buys securities from banks. Under Mario Draghi, the European Central Bank has embarked on its boldest stimulus yet — expanding its balance sheet by purchasing various kinds of asset-backed securities from Eurozone banks. We applaud Draghi’s determination, and...
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June 26, 2014

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Cash Influx Into Peripheral Europe Grows Again Foreign direct investment into the peripheral countries of the Eurozone was in retreat from 2007 on. Inflows are still low compared to pre-crisis levels, but there are signs that there is renewed appetite for...
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