Union budget & growth pangs spur treasuries, jar equities and credit markets, but leave currency unruffled
Global equities crept slightly higher in July
Chinese equity markets generally went sidewards, with the MSCI China Index finishing the month slightly lower and little commentary on trade tensions.
Global equity markets recovered all of the May losses in rebounding from its first negative month.
China increase tariffs on a number of US products being sent to China
Increasing growth concerns in global and domestic markets dictate performance across asset classes
Geopolitical tensions reignite following Trump’s escalation of China trade war
After 4 months of positive performance, equity markets finally blinked as the escalation of the US-China trade war showed no signs of abating.
A big new listing in Nigeria and further pain for Zimbabwe
Trump’s trade narrative with China continues and India’s long-term domestic demand story remains intact