Contenido principal
23/05/13 - Renminbi reform: policy action in sight
This note tries to shed light on the economics of the RMB and on its medium-term outlook.
Investment Spotlight by Qi Sun 23/05/13 676 KB PDF
16/05/13 - Slovenia: a manageable bailout
In this report, we examine the root causes of the undercapitalization of Slovenia's banks and attempt to estimate their recapitalization needs.
Investment Essentials by Manolis Davradakis 16/05/13 432 KB PDF
7/05/13 - Crecimiento mundial: fluctuat nec mergitur
La desaceleración económica, que veníamos esperando, se ha hecho más que evidente, con decepciones en su mayoría procedentes de Europa y los mercados emergentes, y con riesgo de revisión a...
Estrategia de Inversión por el equipo de Análisis y Estrategia de Inversión 7/05/13 845 KB PDF
3/05/13 - ECB cut interest rates by 25bps
Comment on the ECB's decision to cut interest rates by 25bps, from Franz Wenzel, AXA IM Chief Strategist
2/05/13 - Spain's fiscal sustainability (Part 2): just halfway through austerity
After discussing the real growth outlook for Spain in the first part of this work, we are now turning to the other parameters of the debt sustainability analysis.
Investment Essentials by Maxime Alimi 2/05/13 473 KB PDF
29/04/13 - The global macro outlook
Global healing on track / the shock from Tokyo / QE, beginning of the end
Eric Chaney's Blue Book 2057 KB PDF
25/04/13 - Shale fuels (part 2) – US oil: local benefits, global effect
The situation is contrasted: the US is already a net exporter of refined oil (petroleum products) but its overall needs for oil (i.e. including crude) are still covered at 40% by...
Investment Spotlight by Michael Bret 25/04/13 363 KB PDF
23/04/13 - Spain's fiscal sustainability (Part 1): an era of weak growth
This first part, focussing on real GDP growth, discusses the different components of growth from an accounting perspective.
Investment spotlight by Maxime Alimi 23/04/13 531 KB PDF
18/04/13 - Japan (Yen) vs Emerging Asia (part 2)
In part two of our research endeavour on the topic, we delve into the impact of BoJ's monetary policy expansion on various types of financial flows to Emerging Asian economies.
Investment Spotlight by Manolis Davradakis 18/04/13 421 KB PDF
16/04/13 - Crónica Económica & Financiera Global
Crónica Económica & Financiera Global del primer trimestre de 2013
Vea el artículo 55 KB PDF
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