so what s behind this? let s talk to the veteran investor justin urquhart stewart who runs the investment platform regionally. why are we seeing the stock markets rocket? u, , why are we seeing the stock markets rocket? u, , ., ~ , why are we seeing the stock markets rocket? , ., ~ , ., rocket? because the marketers are sa in: rocket? because the marketers are saying nothing rocket? because the marketers are saying nothing but rocket? because the marketers are saying nothing but good rocket? because the marketers are saying nothing but good news - rocket? because the marketers are saying nothing but good news at i rocket? because the marketers are | saying nothing but good news at the minute, which makes you slightly suspicious. last year we had concern over inflation, where the group was going to come from and it was after the pandemic, and supply chain issues. after that we got a lot of good news. inflation has have the should go lower. interest rates coming do
being sent to the gaza strip and has denied that it places any limits on the amount getting in. on thursday the un s top court ordered israel to take all necessary and effective action to ensure basic food supplies reached the palestinian population. i spoke to our middle east correspondent, yolande knell, about the latest developments. well, we re hearing from the syrians very clearly that they blame israel for the strikes. but when i spoke to the israeli military a short time ago, asked them for any comment, they said that they don t comment on reports in the foreign media. that can be quite a stock reaction when it comes to cases in syria of this kind. so, it s areas in the countryside around aleppo that were hit, we understand. the uk based syrian observatory for human rights is saying that these were near to rocket depots belonging to hezbollah, the powerful lebanese armed group that does have sites inside syria. and we re hearing from the syrian observatory for human ri
European markets will be waking up to a fairly quiet session with London closed for a holiday and little on the economic calendar to stand in the way of the latest rate-cut rally. Investors will be hoping the rise in risk appetite following Federal Reserve Chair Jerome Powell's relatively dovish steer on the U.S. interest rate outlook continues this week, after Wall Street and the MSCI World index hit three-week highs on Friday. The MSCI Asia ex-Japan index on Monday climbed to its highest since February 2023 while mainland stocks in China got off to a solid start after returning from the extended Labour Day break, in a sign that fragile investor sentiment is finally turning.
Investor sentiment in Asia is set to open the week on a positive note on Monday, buoyed by last week's upward momentum in global stocks, calmer currency markets, and a general easing of financial conditions. The main regional calendar events include services PMI figures from China and first-quarter GDP data from Indonesia, while Chinese President Xi Jinping is in Paris for talks with President Emmanuel Macron and European Commission President Ursula von der Leyen. Investors will be hoping the rise in risk appetite following Federal Reserve Chair Jerome Powell's relatively dovish steer on the U.S. interest rate outlook on Wednesday continues into this week.
Harding Loevner, an asset management company, released its “Global Equity Strategy” fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. The stock market recovered in the last quarter of 2023. The market regained all that it lost in the steep decline in 2022. The fund generated 13.21% (13.10% net) compared to 11.15% […]