Tag Archive: investment
Are Emerging Markets Still “A Thing”?
Last week I jumped on a call with an old friend Thomas Hugger who I hadn't spoken with in months. I recorded the call for your enjoyment but first a quick bit of background to Thomas. Thomas is a Swiss fund manager living and working in Asian frontier markets such as Vietnam, Bangladesh, and Cambodia, which is a bit like taking a Rolls Royce through the Gobi desert if you think about it.
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Switzerland GDP Q1 2016: +0.1 percent QoQ, +0.7 percent YoY
Q/Q GDP growth: +0.1%, YoY GDP growth: +0.7%.
Until 2014, Swiss GDP was driven by net exports: Exports were rising more quickly than imports, which improved GDP.
Positive change in the trade balance in goods: +8.1% YoY exports, +1.4% YoY imports in Q1/2016.
Negative change in the trade balance for services: export +2.0%, import +6.7% YoY
In 2015 and in Q1/2016 the main GDP drivers were consumption (+1.3% YoY in Q1/2016) and investment...
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Gross domestic product in the 1st quarter 2016
Switzerland’s real gross domestic product (GDP) grew by 0.1% in the 1st quarter of 2016.* GDP was underpinned by consumption expenditure from private households and investments in construction and equipment but curbed slightly by government consumption. On the production side, the picture was mixed: whilst financial services and the hotel and catering industry saw a decline, value added in manufacturing,
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The Best Contrarian Macro Investment: Russia?
We name thirteen macro-economic reasons why Russia is currently the best place for contrarian investments.
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