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Markets

25 November 2024 • By Maja Garaca Djurdjevic • 1 min read

India and an unexpected winner poised to benefit from Trump’s protectionist policies

India is seen as a key beneficiary of President-elect Donald Trump’s tariff hikes and protectionist policies, but experts also highlight another ...

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AI ‘hot money’ will need to stay the course for earnings results

The financial benefits of the AI trend and its associated industries are expected to take several years to materialise, according to a market expert

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Sectors benefiting from structural shift offer better opportunities than mega caps

With valuations already stretched, investors can still find attractive opportunities in sectors benefiting from new structural shifts and evolving ...

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Private market growth to outpace traditional asset classes

Revenue from private markets is set to surge, signalling a decisive shift from traditional asset classes. According to PwC’s global Asset and ...

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Have markets underestimated geopolitical risks amid escalation in Ukraine?

Global markets displayed an unexpectedly muted response to escalating geopolitical tensions in Europe, prompting warnings from financial leaders about ...

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Cooling consumption and higher tariffs to moderate US growth in 2025: Robeco

The global economy is expected to face ‘another challenging year’ in the next 12 months, with the US showing resilience, while Europe and China will ...

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Tariffs may not directly harm, but a slowdown in China could

A slowdown in China’s economy could significantly affect key exports, depress commodity prices, and challenge the country’s resource-driven economy, ...

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Earnings growth expected to drive rebound in small caps, says boutique manager

Australian small-cap stocks are poised for a “long-awaited” rebound, driven by their superior earnings growth outlook, according to market analysts

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Westpac adjusts forecast, pushes rate cut expectations to May

Westpac has delayed its rate cut forecast, aligning with its peer NAB’s outlook on the likely trajectory for the Reserve Bank of Australia’s cash rate

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Emerging markets to outperform developed markets in 2025, asset manager predicts

With a softened global growth forecast in 2025 and geopolitics playing a growing role in reshaping the global economy, emerging markets are expected ...

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