The headwinds to US housebuilding

. Marcuard's Market update by GaveKal Dragonomics By Tan Kai Xian US home prices are on the up, having climbed 6% over the 12 months to February. Yet housebuilding has failed to

A clearer picture in Seoul

. Marcuard's Market update by GaveKal Dragonomics By Udith Sikand South Koreans went to the polls last week and elected a special forces soldier turned human rights lawyer as president. Moon Jae-in

Kaletsky: Macron and a new Europe

. Marcuard's Market update by GaveKal Dragonomics By Anatole Kaletsky With the populist, anti-EU tide now clearly reversing, first in Holland, then on Sunday night in France and finally in September’s German

Cyprus Editorial: En Marche, en Chypre!

. The most important message coming out of the French elections on Sunday is undoubtedly that Emmanuel Macron simply demolished the conventional political establishment, while dinosaurs on the right chose to support

The underperformance of energy stocks

. Marcuard's Market update by GaveKal Dragonomics By Louis Gave Charles Gave likes to say that good money management often involves taking a few key decisions and sitting on them for a

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