Time to exit US equities

. Marcuard’s Market update by GaveKal Dragonomics By Charles Gave Over the last few months I have argued that the US stock market rally was running on fumes. In the intervening period,

The Eurozone’s ongoing rebalancing

. Marcuard's Market update by GaveKal Dragonomics By Cedric Gemehl Last Wednesday (22/2/2017), the European Commission criticised Germany for its “persistently high current account surplus”. Berlin should take more steps to boost

It’s time to buy French equities

. Marcuard's Market update by GaveKal Dragonomics By Charles Gave As regular Gavekal readers may remember, I have always maintained that over the long run the returns delivered by two different stock

Cyprus Editorial: Low ethics and high horses

. All the political parties have now jumped on the “sack the minister” bandwagon, blaming Marios Demetriades for the mess at Limassol port and lecturing the general public about the high standards

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