|
6/5/2018 4 Comments Chinese DebtChina has been in the news lately from trade wars and a tightening of power, also navigating the financial crisis and starting the belt and road initiative. The market has polarized viewpoints of where China is headed in this century. While some feel that China will become a rising threat as it grows into the largest economy in the world, others feel that the authoritarian system will collapse under the weight of free markets. The reality is more nuanced and will be somewhere in between. The polarization of China's future is a result of absolutism that works in politics but does not make for good investment strategy. We will use these polar theories as a basis for our theory and work our way back to an investable position somewhere in the middle.
4 Comments
1/31/2018 3 Comments European DisunityThe Eurozone has seen a strong recovery over the past two years. At the end of 2017 the ECB raised the projections of 2018 to be around 2.3 percent. This upward trend was seen across almost all Eurozone countries and is some of the strongest performance since the crisis. As a result, markets have rallied, the currency is at its highest point since the last quarter of 2014, and bond spreads between countries have narrowed. In order for the prosperity to continue there needs to be some changes taking place in this time of strength to address the underlying flaws still present with the current state of the union.
|