NEWS Focus

Fundamentals are still so good that we cannot help wondering if the only worry today is that investors do not seem to be worried. The global recovery is still on track and even seems to be marginally intensifying.

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NEWS Focus

Prime Minister Shinzo Abe’s gambit to call for snap elections a year ahead of schedule paid off handsomely with his ruling coalition maintaining its two thirds “super majority” in the more powerful Lower House of Parliament.

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NEWS Focus

ESG issues are rapidly becoming a key priority for companies in emerging markets. ESG analysis provides a window into the quality, leadership and focus of companies including disclosure and governance.

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NEWS Focus

The global banking industry shows many signs of renewed health. The recovery from the financial crisis is complete, capital stocks have been replenished, and banks have taken an ax to costs. Yet profits remain elusive.

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NEWS Focus

Last time we talked about Italy was December last year after the Italian Referendum result saw the rejection of a constitutional law that was meant to reform the composition and powers of the Parliament. Following the victory of the “no” vote, Renzi resigned from his role of Prime Minister and Paolo Gentiloni was selected as his replacement.

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NEWS Focus

The mood was positive in Washington DC last week, where the Annual Meetings of the Boards of Governors of the World Bank and the International Monetary Fund took place. With the backdrop of a broad-based upswing in global growth coupled with low inflation, the environment for risky assets remains strong.

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NEWS Focus

How to identify the future political and monetary policy events that will dominate market discussions is critical. It is our job to filter out noise and determine what signposts, events or issues are truly meaningful in terms of their potential impact on markets.

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NEWS Focus

Japanese Prime Minister Shinzo Abe’s Liberal Democratic Party (LDP) and its coalition partners scored a convincing win that will maintain alarge majority in both houses of parliament. This should extend the lifespan of “Abenomics,” including the Bank of Japan’s (BoJ) mega stimulus.

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NEWS Focus

Catalan President Carles Puigdemont made a speech yesterday in which he almost declared independence, saying he had the “mandate for Catalonia to become an independent state in the form of a republic”, but withdrew it almost immediately, saying he was willing to put the referendum results on hold in order to try to have a dialogue with the Spanish government. In other words, it looks as if he is willing to negotiate but is keeping the option of unilaterally declaring independence open as a possible tool to put pressure on the Spanish government to negotiate and/or to use if the negotiations do not go according to his plan.

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