by lauren@ldpdevelopment.co.za | Jan 15, 2020 | American Equities, Asian Equities, Asset Allocation
Credit Cover Photo Raj – Unsplash.com The 2019 DEFLATION SCARE triggered record-low interest rates and massive liquidity injection through rate cuts and Central Bank balance sheet expansion. The net effect was to EXTEND the cycle and feed speculative bubbles in almost...
by lauren@ldpdevelopment.co.za | Dec 9, 2019 | Bonds Monitor, China, Commodity Monitor, Currency Monitor, Equity Monitor, Weekly Monitors
Chandler Asset protection Ltd’s WEEKLY MARKET REVIEW 8 Dec 2019 DOWNLOAD THE FULL REPORT IN PDF FORMAT
by lauren@ldpdevelopment.co.za | Sep 23, 2019 | commodities, Politics
The Sept. 14 attacks on Saudi oil facilities highlight how quickly the Middle East’s conflicts can evolve, underscoring the new reality that Saudi Arabia could be targeted directly and forced to enter or not into a military conflict in the region, with or without the...
by lauren@ldpdevelopment.co.za | Feb 22, 2019 | Asian Equities, China, Politics
There was a time when America and Russia, the world’s two great superpowers, were obsessed with nuclear weapons technology. Today the flashpoint is between the US and China, and it involves the wireless technology that promises to connect your toaster to the web. The...
by lauren@ldpdevelopment.co.za | Dec 20, 2018 | macroeconomics, Politics
THE FOUR MEGA TRENDS The world seems chaotic and unpredictable. It is a time of changes and the world we are living in is going through major structural changes. We call them MEGA TRENDS Understanding those mega-trends is paramount to proper...
by lauren@ldpdevelopment.co.za | Dec 18, 2018 | Asset Allocation, China, macroeconomics, Politics
No matter the color of the cat providing he catches the mice.Deng XiaoPing The Architect It is with this very simple quote that Deng XiaoPing set in motion the biggest economic and social transformation ever seen in human history in 1978. Deng Xiaoping was the...
by lauren@ldpdevelopment.co.za | Dec 2, 2018 | Weekly Monitors
The Week in Review 30 Nov 2018 11 months have now passed for 2018 and global markets have had a hard time. Most equity markets, bond markets and commodities are in the red for now, and the Trade Wars have caused a significant repricing of risk across asset...
by lauren@ldpdevelopment.co.za | Nov 29, 2018 | macroeconomics, Politics
A sharp move in US stocks, US Bonds and the US dollar yesterday signaled the beginning of the year-end rallyBut Donald Trump’s Trade Wars may have derailed the world economy. Yesterday’s soothing comments by the FED Chairman sent asset markets flying from...
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