News
ASHS
26.04
-1.20%
-0.32
Weekly Report: what happened at ASHS last week (0415-0419)?
Weekly Report · 14h ago
Weekly Commentary: World-Wide De-Risking/Deleveraging
Seeking Alpha · 2d ago
Emerging Markets - A Changed Asset Class?
Seeking Alpha · 5d ago
China's First Quarter 2024 GDP Beat Forecasts As Investment Picks Up
Seeking Alpha · 6d ago
Weekly Report: what happened at ASHS last week (0408-0412)?
Weekly Report · 04/15 11:48
Weekly Commentary: Trouble Brewing In Financial Asset Wonderland
Doug Noland: The Fed's misguided dovish pivot unleashed precariously loose market conditions. He says the market is in the midst of a bubble. He argues that Bubbles can inflate to unimaginable extremes - and then quadruple. Noland says the late-cycle fear of Bubbles is missing out on the reality.
Seeking Alpha · 04/13 10:56
Emerging Markets Activity Expands At Fastest Pace In 10 Months
Emerging Markets Activity Expands At Fastest Pace In 10 months. Incoming new business for emerging market goods and services rose in March at the quickest pace since last May. India continues to lead growth in both the manufacturing and service sectors. In March emerging markets growth accelerated at the fastest pace since May 2024.
Seeking Alpha · 04/09 06:00
Broaden Your Investment Horizons
It may be time to look beyond the U.S. For equity market performance. Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery. Europe could cut its interest rates sooner than the United States. Europe's manufacturing activity could get a boost from stimulus.
Seeking Alpha · 04/08 12:15
Weekly Report: what happened at ASHS last week (0401-0405)?
Weekly Report · 04/08 11:54
Just Transition And Emerging Markets: Weighing The Risks
The concept of a "just transition" is gaining ground among investors concerned about the social risks of moving from fossil fuels to alternative energy sources. Coal- or oil-exporting countries with undiversified economies may face significant transition risks. These risks are particularly high in emerging markets. The Just Transition Index measures countries across a range of key indicators.
Seeking Alpha · 04/06 15:00
Weekly Commentary: Global Ring Of Fire
Money Market Fund Assets surged $70.5 billion last week to a record $6.111 TN. Milton Friedman: The Great Depression was the height of the boom and the depth of the depression. Doug Noland says we are in the "terminal phase of history's greatest boom and bust.
Seeking Alpha · 04/06 08:39
Global Equity Valuations: Pockets Of Opportunity
Seeking Alpha · 04/06 05:20
Looking Under The Hood Of Recent Global Small- And Large-Cap Performance
Home Market Outlook Today's Market Looking Under The Hood Of Recent Global Small- And Large-Cap Performance by Mark Barnes, PhD & Indhu Raghavan, CFA. The relative performances of large-cap equities to small-caps in developed and emerging regions have diverged. Since early-2021, developed large-caps have outperformed their small-cap counterparts. In the emerging region, large- Caps steeply underperformed small- Caps.
Seeking Alpha · 04/05 18:50
Global Macro Outlook: Second Quarter 2024
Home Market Outlook Economy Analysis Global Macro Outlook: Second Quarter 2024. The global economic picture did not change significantly in the first quarter of 2024. We continue to believe a soft landing is the most likely outcome for major economies. The US economy continues to outperform, with growth above potential.
Seeking Alpha · 04/05 17:15
Global PMI Selling Price Inflation Accelerates To 10-Month High
Global PMI Selling Price Inflation Accelerates To 10-Month High. Average prices charged for goods and services rose globally at the fastest rate for ten months in March. The steepest rates of selling price inflation were recorded in the UK and the US. The main area of stubborn price pressure remains the service sector.
Seeking Alpha · 04/05 09:40
The Stock Market Is Partying Like It Is 2008
Home Market Outlook Today's Market The Stock Market Is Partying like It Is 2008 Desmond Lachman: The stock market is partying like it is 2008 even at a time of high interest rates. He says the market is ignoring the risk of heightened world trade tensions. The market is also ignoring the slow-motion train wreck in the commercial real estate sector.
Seeking Alpha · 04/05 08:30
Emerging Market Insights: Seeds Of Optimism
Seeking Alpha · 04/05 08:05
Weekly Report: what happened at ASHS last week (0325-0329)?
Weekly Report · 04/01 11:51
China's Long Game
Investing in China is a long shot. The country's primary engine of growth for the past 30 years is in dire straits. High-tech manufacturing, with a deep focus on clean energy, is the key to China's future. China already leads the world in clean energy manufacturing.
Seeking Alpha · 03/29 07:05
China's Economy Is Not In A Great Decline But A Great Transition
Home Market Outlook Economy Analysis China's Economy Is Not In A Great Decline But A Great Transition. China's economy has reached an important crossroads. Key factors behind China's growth miracle are losing steam. The country's economy is in a necessary transition rather than in any long-term decline.
Seeking Alpha · 03/27 13:15
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