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Analysis

Raf Choudhury

06 November 2018 • By Raf Choudhury • 1 min read

US midterms may breed a lame duck

With midterm elections just weeks away, our view is that we are entering a bit of a lame duck period in relation to policy. As we go into the final...

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Raf Choudhury

Impacts of US midterms

Ahead of the US midterm elections this week, Anna Stupnytska, Global Economist at Fidelity International, details the possible impacts. Using both ...

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Raf Choudhury

Why we can’t let China rule the world

Trump’s firm stance towards China raises an important question for the global economy: why won’t America let the Chinese rule the world? Austra...

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Raf Choudhury

Where Equity Investors May Find Opportunity in Bank Stocks

In our last commentary, we focused on health care as an important sector that we favor across global equity markets. This month, we’re focusing on a...

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Raf Choudhury

5 technology trends CFOs should consider

Traditionally, CFOs ensured that the accounting basics, such as reporting numbers and managing financial accounts, were handled without a hitch. Ho...

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Raf Choudhury

Equity sell-off resumes in Asia

The steep sell-off in US equity markets suggests October could be the worst month since the global financial crisis of 2008. Seven trillion dollars ha...

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Raf Choudhury

Balancing blue skies and economic stability in China

On my last trip to China, we were a little cautious despite the optimism displayed by China’s primary industries — a flow on from the stimulus-led...

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Raf Choudhury

The economic anxiety driving Donald Trump

Those who love to hate the US President should be aware of the deep rooted economic and social anxieties of his supporters. It’s far too easy to ...

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Raf Choudhury

Market Thinking – A view from the equity market

Last week, the MSCI world equities index dropped almost 5 per cent, erasing the last six months of gains and – importantly from a technical point of...

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Raf Choudhury

Why ASIC is stopping ICOs

ASIC has recently stopped a number of retail initial coin offerings and token generation events, has taken action in respect of a completed ICO and ha...

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