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Dominik Meier, Miller & Meier

Failed coup reflects divisions within German society

The foiled putsch in Berlin may not have widespread support, but is indicative of disagreements about German culture and the country’s relations with Europe, Russia and China

Sharon Bentley-Hamlyn, Aubrey Capital Management

European equities head towards calmer waters

The macro picture looks a little brighter than it did a few months ago, while European stocks are attractively priced, says Aubrey Capital Management‘s Sharon Bentley-Hamlyn 

Credit Suisse GET

Can Credit Suisse ‘shape-shift’ its way to survival?

The Swiss stalwart has undergone myriad structural changes but a cultural transformation is equally important

David Cornell, Ocean Dial

India shines through emerging market gloom

Emerging market equities saw big losses in 2022, but while many countries face significant headwinds, there are also several bright spots to be found

John Wyn-Evans, Invesco

Private View Blog: Protests in China add to global uncertainty

There seems little prospect of a speedy reversal of China’s zero-Covid policy or its growing tensions with the rest of the world, argues Investec’s John Wyn-Evans

Rupert Kimber, Quaero Capital

The rewards and challenges of investing in Japan in the current climate

Many investors are unfamiliar with a country in which a stealth equity rally is taking place

Charles Chang

Fintech on Friday: China’s digital currency challenge

China has aggressively rolled out the e-CNY but the initiative has met with only partial success so far

Stéphane Monier, Bank Lombard Odier

Weighing the dynamics of US midterms and inflation

A divided Congress is likely to mean policy gridlock for the Biden administration, though the direction of monetary policy will be of more significance to markets

Lula

Divided Brazil set for growth

Brazil’s president-elect ‘Lula’ da Silva will take over an economy in decent shape and with a central bank which has been ahead of the curve in the fight against inflation

Polina Kurdyavko, BlueBay Asset Management

New solutions required to address frontier market indebtedness

Frontier markets, especially those in sub-Saharan Africa, could well face be facing a financing crisis unless a policy mix can be found to improve growth prospects and put debt servicing on a sustainable path

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