The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
In a market facing economic challenges, Altria and BAT have outperformed major indexes. Ryk de Klerk explores the pricing of tobacco shares, risk premiums, and the factors driving their resilience.