Quantitative easing

Econosights – The end of Japanese stagnation?

Econosights – The end of Japanese stagnation? Key points Years of low growth and inflation are gradually turning around in Japan thanks to the slow-moving impacts of Abenomics combined with a strong global economy. A lift in growth and employment reforms are increasing participation in the labour market, adding to an already tight labour market. Recent wage agreements will add to inflation. The solid economic cycle and good corporate health is positive news for Japanese …

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Investors found the “sweet spot” in 2017

13 December 2017 Investors found the “sweet spot” in 2017 It was a good year for share market investors in 2017, particularly for those who overcame the fear of a potential market correction and maintained exposure to global listed markets. Looking back on share market and asset price performance generally, the combination of solid global growth and profits and yet low inflation and benign central banks created a “sweet spot” for investors in 2017. Investment …

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Are we in another 1990s tech bubble?

Are we in another 1990s tech bubble? A quick look at the valuations of the so called FAANMG group of stocks – Facebook, Apple, Amazon, Netflix, Microsoft and Google – and it certainly feels like it we’re in a tech stocks bubble a-la the late 1990s. However, if we compare valuations of this group to historical valuations during the major global asset bubbles over the last 40 years, it’s possible FAANMG and tech generally might …