The monitoring includes analysis of key areas of the world economy: global economic activity, key markets (commodity, currency, equity and debt markets), global inflation, monetary and fiscal policies of major central banks.
INVESTLB / TOPICS & PERSPECTIVES
World economy and geopolitics
21 publications
INVESTLB
Alibaba's revenue growth rate remains low
Chinese e-commerce leader Alibaba today reported fiscal Q4 2023 (3 months ending March 2023). The company's revenue increased by 2.0% YoY to RMB208.2 billion and adjusted EBITDA increased by 37.4% to RMB59.2 billion. Adjusted net income per share rose 35.4% YoY to RMB1.3. Free cash flow, which amounted to ¥32.3 billion compared with a negative
INVESTLB
Geopolitical escalation has dampened investor sentiment
On Tuesday, 19 November, the Russian stock market accelerated its decline amid another round of escalation in the Russian-Ukrainian conflict.The MosBirch index fell by 3.32% to 2,630.51 points, while the dollar-denominated RTS collapsed by 3.41% to 828.38 points. The Bank of Russia's official dollar exchange rate for 20 November was 100.0348 rubles (+0.09%), while the
INVESTLB
Who will pay the bill? The US is close to default
For the first time in its history, the US has come close to defaulting. The count goes on for weeks. In as little as a month America could stop paying its bills. The White House has started active talks with the "financial hawks", but there are no signs of a way out of the impasse
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Clouds are gathering over the US commercial property market
You and I, along with Janet Yellen, keep saying that if the enemies don't agree, default is inevitable. And here, you see, there is already a persistent feeling - the US economy is now more like a time bomb. And it's not just the threat of default and a banking crisis, but also the toxic
INVESTLB
Global inflation and its impact on markets
Inflation remains one of the key economic issues facing the modern world. Inflationary trends in various countries are putting significant pressure on both consumers and producers, affecting prices, living standards, and business activity. Central banks are actively taking measures to stabilize prices, which is reflected in interest rates, exchange rates, and investment activity. This article
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Country Garden property developer's problems again threaten China's housing crisis
The problems of the Chinese property market will have an impact on commodity assets. The external background before the start of trading in Russia is weakly negative. In China again reminds itself the crisis of debt burden of property developers, which will have a negative impact on a wide range of commodity assets. Oil risks
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Gazprom has looked into its future
Today is the final day of the International Gas Forum in St. Petersburg. Nevertheless, the participants of the event have already set the main accents in the current state of the gas market: prices will rise, the world needs more fuel, Europe is in danger, and China is increasing demand. Europe ‘without a future’ and
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Will there be a recession in the US?
There is such an indicator — LEI (The Leading Economic Index). It shows where the economy is moving in the short term. In the picture it is shown in blue and GDP in grey. In May, its value decreased by 0.7 per cent after a 0.6 per cent drop in April. Consumers have increasingly lower
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How long will the dollar remain the world's currency?
The BRICS countries are preparing for the creation of a new gold-backed currency, to be discussed at the BRICS meeting in Johannesburg on 22-24 August. Could the new currency challenge the dominance of the dollar? Perhaps, but that is not the point. In August 2023, South Africa will host the leaders of Brazil, Russia, India,
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The Trump factor. Will Fed policy change?
Republican Party candidate Donald Trump has won the US presidential election, according to preliminary vote counts, promising to ‘cure’ America, solve problems with illegal migration, lower taxes, and stop military conflicts. Trump's return to the White House is able to change not only the economic situation in the country, but also affect the future policy