Archive outlook
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Model portfolio Banknote presses kept busy
It seems that politicians and central bankers returning from their summer holidays are taking care to ensurethat investors won’t get bored in the autumn. Very significant steps have been taken recently in three regions tostimulate the economy through monetary easing …
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How long will the party last?
Now that we’re approaching mid-2011 the global economic upturn that’s lasted two full years appears to have reached maturity. The key signs of this are the robust growth figures, the upward trend in commodity prices and the attendant rise in …
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Equity and bond market prospects
Global macroeconomic trends form an almost unchanged picture, with purchasing managers’ indices (PMI/ISM) continuing to rise, but with consumer confidence and the American real estate sector weakening somewhat. Political unrest in the Middle East and North Africa has not had …
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Re-emerging
The first capital-market topic of this year was the calming of the mood of panic that had arisen in relation to the debt struggles of the eurozone’s periphery. Due to the holding of some extreme positions, this resulted in a …
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Equity and bond market outlook
In the fourth quarter, the majority of the share markets continued on their upward trend. TheMSCI World Index strengthened by 9% in dollar terms (11.7% in forint terms), with this goodresult primarily down to the low valuation levels, the high …
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A Do-It-Yourself Capital Protected Fund? Here’s the solution.
The major stock exchanges have just put a tempestuous month behind them. The American S&P500 los t0.32%, and the BUX index 10.86% of its value. The share markets have fallen by a total of 2.42%. And investors in Hungarian bonds …
A Do-It-Yourself Capital Protected Fund? Here’s the solution.
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Speculative trading vs. value-based investment
Investors in America’s highest-capitalization stock index closed a profitable month in October, as the S&P500 rose 3.69%, while Budapest’s BUX declined by -0.4%. The Hungarian trading floor witnessed some very mixed movements indeed: while OTP strengthened by 9.02%, MOL weakened …
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Practical asset management: do it yourself, or entrust it to a pro
Last month was the best September in the history of the US stock market since 1939, as the S&P500 index rose by 8.9% after an August that had, by contrast, turned out to be the worst period in 30 years. …
Practical asset management: do it yourself, or entrust it to a pro
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Gold price approaches new record high
Investors rejoicing over July’s excellent performance were in for a cold shower in the following month, as August held no pleasant surprises in store. The S&P500 index fell by 6.8% and thee merging equity markets by 4.23% in dollar terms, …
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The price of wheat goes through the roof!
Equities performed extremely well in July, as the S&P500 index rose by 6.88% in dollar terms and the BUX by 5.77% in the local currency, while the USD-denominated MSCI EM Equity Index, which represents emerging markets, rose by 8%.
Share …
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Gulf syndrome
One of the world’s most expensive cost-saving experiments: this is how one might characterize the oil rig accident that occurred on 20 April, leaving a blotch of oil as big as the Carpathian Basin in the Gulf of Mexico. The …
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Should we leave the equity market for oil?
The European debt crisis affecting the global economy, together with the series of measures recently taken in China aimed at preventing the overheating of its residential property market,may lie behind the unfavourable performance of equity markets in May. It is …
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Have the cooling fans been switched on in the commodities market?
What happens if China applies the brakes, or if the Australians slaughter their cash cow?
With the credit-rating downgrade that occurred in a number of the PIIGS countries, combined with the initial signs of an impending slump in the equity …
Have the cooling fans been switched on in the commodities market?
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What’s in store for the equity market?
Sell in May and go away, stay away till St. Leger Day?
It’s that time of year again, just before May, when we speculate about the future of the equity market. Many investors have the well-known English saying running through …
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