Judging from where we are in the current historical cycle, global mobility is necessary. We feel Dubai is increasingly benefiting from its safe-haven status as …
Blogs
2024 is proving to be an eventful year. Surely the US presidential elections in November carry most of the surprise potential, but a few other …
Takeaway: China remains glued to its export business model, with an ever-present government support. The country is also experiencing the normalization typical of any large …
Takeaway: overall very positive last earnings season with tech and discretionary posting the largest surprises, very strong labor market, inflation somewhat moderating on the back …