Some of my best trades and investments since I started dabbling in financial markets came from investing in entire single countries that have fallen out of favour and holding them for a period of time until they become popular among investors again. What were some of them? My investments in Argentinian equities back in late-2015 … More Greece – turning the corner?
To understand the game of the financial markets, we need to understand the game masters The game masters are the central banks, as they directly influence the costs of credit in the financial and real economy, influencing the business cycles The ECB will gradually move to wind down its stimulus programme, but has to maintain … More Playing the ECB’s potential tapering?
2016’s a year that has been dominated by concerns over banks, and in particular, European banks. Financial markets were spooked in January after banks like Deutsche Bank missed 4Q 2015’s earnings targets by a wide margin, and solvency problems also rose as investors became concerned that banks and lenders around the world would be affected … More Europe’s banks turning the corner?