Archive for December 2017

Outlook for 2018

Jonathan Eng This week’s article will focus on some market expectations and key themes to look out for in 2018. Bank of America Merrill Lynch Global Research predict a macro bullish year so much so that they are ultimately bearish as investors seek to rein in after a prolonged period of growth. Global economic growth…

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Australian Anti-Competitive Regulators Eye Tech Giants

Estia Ryan Google and Facebook have been under scrutiny by Australia’s competition regulators. The Australian Competition and Consumer Commission (ACCC) is currently analysing whether Google and Facebook have been abusing their influence online. Other media companies have seen a significant drop in advertising revenue, but is this due to anti-competitive practices? It is estimated that…

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The UK House Prices Dilemma

Frances Senn The value of the UK’s housing stock soars past £6tn, yet this month marks the first month in which UK housing prices have fallen. This is a trend which could, potentially, continue. Figures show that wealth in housing is mainly concentrated in the expected areas: the South East and London, with the majority…

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Eastern Europe and the EU — reawakened growth

Christopher Oufi Following a disastrous 2016, Eastern European countries have begun brushing off the pain. A halt in financing for projects from the EU resulted in one of the strongest collective sectors crumble right before their eyes. The construction sector is now beginning to regain momentum within the area, with sustained growth and a positive…

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The Looming Menace of MiFID II

Guy Mitchell While the New Year is set to be a joyous occasion for many, there’s an ominous shadow looming in the minds of Europe’s finance professionals. The second iteration of 2004’s Markets In Financial Instruments Directive (MiFID) rolls out on January 3rd 2018, much to the chagrin of a woefully underprepared financial services industry.…

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South Africa’s need for a new direction

  Harry Jones The S&P shook South Africa on Friday 24th November when it announced the downgrading of South African ratings. The local currency credit rating was demoted from BB+ to BBB-, sending the Rand sliding. However, the currency rallied after Moody’s decision to place the country on review for downgrade. Despite the fact that…

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Bitcoin – a threat for future electricity consumption?

Veronika Tomilina Bitcoin is currency that can be traded and held electronically. It has some advantage; you can transfer from person to person without involving financial intermediaries which usually charge commissions, you also can use it in every country and you do not need to think about exchange rates. Also, your account cannot be frozen…

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Blowing bubbles in the bond market

Richard Holland The bond market for Treasuries has been in an astonishing 32-year bull market, outperforming corporate, high yield and emerging market bonds along the way. However, the sustainability of treasury bonds’ performance has been called into question as early as 2009, and the voices proclaiming that the ‘bond bubble’ is about to burst are…

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Competition for control of the oil market

Rajinder Dhesi OPEC’s policy of lowering output to use up excess oil inventories has resulted in a small revival of crude future prices. Brent crude is trading at approximately $64 a barrel, up from $45 a barrel in the summer. Talks were held this week between OPEC and Russia to continue production cuts of 1.8m…

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