Financial markets
Private-credit fears are based on four myths
The growth of private credit in all forms has actually made our financial system more resilient and less concentrated
Wall Street predicts rebound in Indian markets after tough year
AFTER one of India’s worst years of market underperformance in decades, some of Wall Street’s biggest names are calling for a rebound.
Why investors are increasingly fatalistic
Everyone knows share prices have a long way to fall. Even so, getting out now might be a mistake
Weaponisation of finance over geopolitics a concern, says GIC’s CEO
Disruptions to trade, security and supply chains have been costly, he says
The ‘phoney trade war’ may be ending
The idea that the trade shock has happened and is now bedding down as a given may be wide of the mark
This market is nothing like the dotcom bubble
Regardless of what happens in the next several years, AI is likely to pay off big for long-term investors
America is now one big bet on AI
Artificial intelligence is seen as the magic fix for every threat to the US economy
Extreme market concentration: Why index funds and ETFs may not give you the diversified exposure you expect
RQI Investors’ David Walsh shows how concentrated benchmarks can create blind spots in portfolio construction, and offers practical fixes for building more resilient investments
The great sucking sound: Japan’s capital shifts
Why the 30-year Japanese government bond yield could be the most important ‘risk indicator’ in the world now
