Development of EM and US themes
There has been an increasing amount of attention on bitcoin in recent months as its value has soared, writes Daniel Murray, global head of research at EFG Asset Management.
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
Rising regulatory cost environment
Building foundations for growth
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About one-sixth of the Chinese population - roughly 230 million people - were born post-1990, and this group's consumer power has vastly expanded in recent years, with many even becoming the household decision maker.
Research conducted by Roubini Thought Lab