ECONOMY News & Analysis

Investors can thank big tech and a resilient economy.

Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?

Company confirms it is exploring acquisition of rightmove.

How often they accurately predict a recession, and how often they’re late to the party.

In his latest memo, Marks outlines how today’s markets are dramatically different from those of the past 40 years, that equity valuations are mildly...

Plenty of opportunities in undervalued market despite economic headwinds.

Investors should watch for ripples across commodities and global inflation. Will there be a strong government policy response?

Contrarians have been rewarded in the past by taking the opposite view of the market. They’re looking to China now.

The slowing economy shows in FY23 results; guidance for FY24 soft.

China's economic miracle has turned into a nightmare, and many investors who once fawned over the country's prospects have been burned.