NEW CONTAGION: GDC TO REPLACE GFC

NEW CONTAGION: GDC TO REPLACE GFC

THE significant volatility on the international equities market demonstrates a high level of anxiety surrounding the current ‘Government Debt Crisis’ (GDC).

With this playing out, we are seeing the GDC dramatically overshadow the recent encouraging corporate earnings reported by businesses in the United States, bringing back ba...

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MARKET SENTIMENT VERSUS FUNDAMENTALS

MARKET SENTIMENT VERSUS FUNDAMENTALS

LAST month didn’t quite get off to the galloping start some had predicted, but delivered a sell down in equities off the back of fear over the impact of tightened credit supply in China, amongst other things. This month commenced with key personalities signalling that the GFC just might be over, followed shortly afterward by the emergence ...

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