Dealing In Rumours – Fictional Chinese TV show drives up shares of real Chinese company

After a period of relative stability in the Chinese domestic markets, there are signs that retail investors burned by the selloffs last year are once again gaining confidence. A fictional ...

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May 24, 2016

Gilt yield nears historic low

Markets broadly drifted sideways last week with no significant news flow giving direction. However, gilt yields continued lower, once again approaching historic lows on the back of a vote to ...

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May 17, 2016

Cheap debt limiting “Creative Destruction” in industries

In the UK, there are further signs that the housing market is becoming heated. Nationwide has announced that it is raising the age limit for people paying off  mortgages by ...

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May 11, 2016

Yen’s correlation to Japanese markets adds pressure for aggressive policy

Market sentiment remained positive last week, with global equity markets and gilt yields rising. Notably, the Nikkei 225, the major Japanese equity index, rose close to 8% over the last ...

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April 25, 2016