Victor Argonov, Senior Analyst at investment firm EXANTE, weighs the impact of COVID-19 against the past financial crises.
Welcome to the 4th in our Macro Insights series. Over the last week we’ve seen solid corporate results help counterbalance inflation concerns although investors are looking closely at how higher energy and raw material costs are affecting margins.
EXANTE held its eighth and final 10th anniversary event in Rovinj, Croatia on 20 October 2021.
On 15 October our EXANTEN celebrations moved to its penultimate destination — Warsaw, Poland.
Welcome to the 3rd in our Macro Insights series. Over the last week, during its annual meeting, the IMF said the global economy is projected to grow 5.9% in 2021 and 4.9 % in 2022 (0.1% lower for 2021 than in the July 2021 World Economic Outlook (WEO) Update).
On 7 October, we held our sixth EXANTEN celebration with a reception in the centre of Madrid.
Welcome to our first Macro Quarterly Insights. We will be taking a look at what has happened in the world of global economics and finance over the past quarter and what events and actions may impact markets in the next few months.
The week leaves investors faced with a multitude of macro-economic uncertainties including an ever more likely and faster taper from the Fed, to uncertainty around China’s about face on funding dirty energy (coal) to its ability to keep injecting cash into a jittery post Evergrande market to the continuing supply chain bottlenecks and labour shortages that are stoking inflation.
Our fifth EXANTEN party took place in Cherasco, Italy on 2 October.
On 30 September, the EXANTE team celebrated the company’s 10th anniversary, EXANTEN, in Limassol, Cyprus.
As the global recovery gains traction, emerging markets (EMs) will have to deal with developed markets becoming more sensitive to supply chain concentration.
Our 10th anniversary celebration, EXANTEN, continued on Friday, 17 September in Kyiv, Ukraine where 120 guests joined us for a reception featuring live music and birthday cake.