Search Results | Showing 1 - 10 of 1110 results for "Stimulus" |
| | | ... outperforming most of the world for a long time now, and we still think that is going to continue because there's all the stimulus coming through this year," senior client portfolio manager at Franklin Templeton Richard Rauch 04 says. But as a tax ... |
| | | | ... headwinds. "We think the Chinese story is pretty good. It's resilient. We expect more monetary policy and fiscal stimulus there. We like the China tech story as well," he said. The Korean and Taiwan markets also appear to be doing very well. "There ... |
| | | | Spain is launching a sovereign wealth fund to extend the stimulus of the NextGenerationEU funds that saw it through COVID-19. The new fund, to be named 'Spain Grows', will primarily invest in sectors like artificial intelligence (AI), digitalisation ... |
| | | | ... regaining their footing after extended and unusual periods of high correlation between bonds and stocks due to post-Covid stimulus and low rates. With bond yields normalising, offering diversification benefits, we could see 60/40 funds re-emerge from ... |
| | | | ... "Some of the judgements may prove wide of the mark - the tolerance for bearing economic costs may prove lower; domestic stimulus may prove to be harder to deliver; and so on." Hauser said while it is not yet known how the situation between China and ... |
| | | | ... correlation," she said. In learning the lessons from 2022, Ward recalls the impact of cost shocks followed by a fiscal stimulus, noting that alternatives shone during that period and that the asset class had the "best performing assets" amid inflation. ... |
| | | | ... to broad-based underperformance across multiple sectors." "Meanwhile, regions such as Germany, with its major fiscal stimulus, and China, which is actively boosting domestic consumption, are demonstrating stronger growth and resilience. We believe this ... |
| | | | ... outperformed the APAC region, the US, and FTSE All-World Index in February. The rally came off the back of monetary and fiscal stimulus in September 2024. But the rally began to fade from October 2024 to January 2025. "Escalating US-China trade tensions ... |
| | | | ... external dynamics have a stronger influence," Wu continued. "In 2025, China's ability to drive growth through domestic stimulus will be a key market driver." Moreover, China has already retaliated, imposing higher levies on US exports. Meanwhile ... |
| | | | ... that Indian corporate ROCEs are waning, while those for China are ascending. "If the Chinese authorities provide some stimulus, or if President Trump agrees to a deal, we could take that as superfluous arguments for capital to chase what is becoming ... |
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