Global Markets

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  • China Leads the Way in Recovery

    It has been a few months since we saw the first reports of economic recovery in China. If we look at the GDP stats, China's significant down fall was first quarter of 2020, at the outbreak of Covid, which was compensated in the next two quarters. Another indicator of recovery has been the decline in the jobless rate. During the worst of covid lockdown in the spring of 2020, between…

  • The RBA Response to Covid Supported Employment

    Australian Unemployment and the RBA's Response During the Covid Pandemic The Reserve Bank of Australia or RBA is Australia's central bank. It is the custodian of the country's monetary policy and aims to contribute to: The stability of the currency of Australia; The maintenance of full employment in Australia; and The economic prosperity and welfare of the people of Australia. As the central bank decides on and institutes its various…

  • The Global Semiconductor Shortage – Causes and Solutions

    Chip Shortage is becoming an issue for various industries worldwide - it has major real-world consequences and is expected to last for at least two more years. What are Semiconductors? Semiconductors, at their core are simply silicone with transistors build into it them, are advanced microchips that power almost every electronic devices being made today. It is not an overstatement to say semiconductors, or computer chips, power the modern world.…

  • How Will Biden’s Environmental Policies Impact The Energy Markets?

    The U.S. presidential election of 2020 was a hotly-contested battle between two candidates with very different ideologies. Among the key areas of contrast were views toward climate change and energy production. Accordingly, the electoral cycle was defined by conflicting policies from pro-energy incumbent President of the United States (POTUS) Donald Trump and environment-friendly challenger Joe Biden. Upon Biden securing a 306 to 232 victory in the Electoral College, U.S policies…

  • How Do World Events Impact The South African Rand (ZAR)?

    As an exotic currency, the South African rand (ZAR) has been historically sensitive to world events. One of the primary reasons behind the rand's responsiveness is the lack of consistent market depth. When compared to the global majors and minors, the ZAR typically exhibits a much smaller daily traded volume. According to the Bank of International Settlements (BIS) Triennial Survey 2019, the South African rand accounts for 1% of total…

  • Ant Group

    What Is Ant Group? Ant Group is a large Chinese financial services and technology company that is closely affiliated with Alibaba, the giant Chinese ecommerce site. Ant was founded in 2004 and then spun off as a separate company in 2014. Alibaba still owns a 33% stake in Ant. Ant is the parent company of Alipay, China's largest mobile payments platform, which was created largely to facilitate spending on Alibaba.…

  • Market Impact Of EU-China Comprehensive Investment Agreement

    Over the past several decades, China's international financial influence has expanded multifold. Featuring massive domestic consumption of US$6 trillion for 2020, a renowned export sector and dynamic "dual-circulation" strategy, China has evolved into a prominent global economic force. However, for a majority of the world's investment capital, the Chinese markets remain heavily restricted. With the late-2020 signing of the EU-China Comprehensive Agreement on Investment (CAI), China's isolationist policies are beginning…

  • How Would COVID-19 Second Wave Impact The Financial Markets?

    The coronavirus (COVID-19) pandemic brought the world a collection of unprecedented humanitarian and economic challenges. From the virus's initial onslaught in late-February to a November surge in infection rates, COVID-19 was a primary underpinning of 2020's global capital markets. Since the onset of the novel coronavirus, infectious disease experts have warned of a potentially devastating "second wave" of the virus sweeping the globe. As the fourth quarter of 2020 commenced,…

  • How Will A Biden Administration Impact The Financial Markets?

    A U.S. administration headed by former Vice President Joe Biden is likely to take a different turn from the outgoing President Donald Trump administration when it comes to financial and economic matters. Trump was distinctly more pro-business and market friendly, reversing or rolling back many of the regulations and laws enacted by President Barack Obama. However, Biden is likely to do the same to many of Trump's policies and revert…

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