Alibaba: High Hopes and Regulatory Hurdles

The recent developments surrounding Alibaba Group Holding Ltd. have captured significant attention, following the company’s decision to abandon its plans for the spin-off and IPO of its cloud computing division. This announcement, which coincided with the release of its quarterly earnings last Thursday, prompted a 10% drop in Alibaba’s share price. The reaction from Wall Street analysts has been varied, with some expressing concern over the strategic direction of the company, while others maintain a positive outlook.

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An Economic Powerhouse on the Rise

India, after dethroning China as the world’s most populous country, is also one of its fastest-growing major economies. With a young and growing population, a rapidly expanding middle class, and a growing skilled workforce, India is poised for a period of sustained economic growth. This article aims to analyse the strengths, opportunities and weaknesses of the Indian economy as well as provide a way to gain exposure into the Indian market. We’ll start with India’s strengths.

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The Four Horsemen of Recession

Deutsche Bank has delved into centuries of economic data, unearthing potential indicators of imminent recessions and deciphering patterns that span across 323 years of global economic trends. This exploration of economic cycles includes a list  of recessions, expansions, and market downturns dating back to the 1700s, meticulously dissecting the triggers and warning signs behind historical recessions.

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BoJ intervention incoming?

The ongoing depreciation of the yen has become a focal point for market watchers and economists. The yen is trading through its tightest monthly trading range in over a year and a half, with the potential intervention by the Bank of Japan (BOJ) looming over the market, acting as a deterrent for yen bears.

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Rate Hikes or Rate Cuts? What will the Fed and ECB do?

Central Bank poster FED ECB

The past six weeks have turned the investing world on its head, leaving market participants in a state of suspense regarding the future of U.S. monetary policy and the ripple effects it may have on financial markets. As the Federal Reserve prepares to keep its policy interest rates on hold, all eyes are on Chairman Jerome Powell to offer some clarity.

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