ANALYSIS

Analysis features an integral part of the Exclusive Capital research team. In addition to the spontaneous fundamental insights our experts provide, in-depth analysis is one major element that our experts apply.

20 Jul 2021

ANALYSIS

Economic Sustainability

Up to about 50 years ago, inflation was the main worry of central banks, primarily because high inflation eroded consumer purchasing power. Today however this has...

minutes 4 minutes read Read more more

30 Jun 2021

ANALYSIS

Is peak inflation behind us?

You have probably heard the phrase buy the rumor sell the news. Well, the rumor for a while now has been inflation, and the news is that we are seeing very strong...

minutes 4 minutes read Read more more

29 Jun 2021

ANALYSIS

Global markets post strong H1 gains ahead of a rocky H2, 2021

Massive pandemic-relief fiscal spending, the progress with vaccination programs, and the low-interest rate environment have been boosting financial assets around the world, despite the recent spike...

minutes 3 minutes read Read more more

24 Jun 2021

ANALYSIS

Fed still supportive, but caution is warranted

The Fed last week basically told us what most of us suspected. First, the Fed was optimistic about economic growth, while anticipating higher inflation, while stressing...

minutes 3 minutes read Read more more

16 Jun 2021

ANALYSIS

Who is right about inflation?

May CPI in China came in about 1.3%, below the average estimate of 1.6%. This was mostly due to weak pork prices. Please note the CPI Index in China is heavily geared...

minutes 4 minutes read Read more more

01 Jun 2021

ANALYSIS

US dollar drops across the board as Fed maintains its dovish stance

The US dollar continues its downward trend, hitting a 4-month low, as the Federal Reserve maintains its stimulatory monetary policy settings even as data on core inflation topped forecasts.

minutes 3minutes read Read more more

CONNECT WITH OUR TEAM

Explore the ways in which we can help you achieve your investment goals.

OUR PARTNERS
bdo

EXTERNAL AUDITOR

ey

LEGAL ADVISOR

lgt

CUSTODIAN BANK

efg

APPROVED PARTNER

Raiffeisen

DEPOSITORY BANK