Blog Archives

23 Jan 2015

QE from the ECB…let’s devalue the euro!
Tom Elliott

QE from the ECB is about devaluing the euro, in order to boost exports, in the hope that this will stimulate domestic demand and to avoid deflation. Investors should go long euro zone exporters. Read more

28 Jan 2015

India: investors should stick with Modi
Tom Elliott

The 24% gain in Indian stocks in 2014 may be the start of a prolonged period of outperformance if prime minister Modi succeeds in forcing through economic reform. Read more

<< International Investment Strategy