There are reasons for this
divergence. For about two years the largest 10 stocks, on
average, were seeing superior earnings and revenue growth vs
the other 490
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00:01 - 04/12/24
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Adding
some credence to the idea that the global inflation story is
starting to see more upside risks is the fact that over half
of countries reporting have seen YoY CPI rise in the last
month
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China’s
property slowdown is now in its third year and there’s still
no clear sign of stabilization, meaning the drag on
sentiment and consumption continues
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Chinese cars are rapidly replacing
Japanese brands in key markets. Here’s how once-dominant
Honda and Nissan are losing share at a worrying rate
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Mongolia’s central bank
and government can tame inflation and foster economic
stability and growth for years to come. See our latest
Country Focus for how they can best work together |
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