Stories
Shows how policy, balance sheets, market structure, and investor expectations transmit change across industries.
The European Central Bank’s latest financial stability assessment report shows that the euro area’s financial system remains generally resilient, but faces multiple risks including interest rates, geopolitical tensions, and financial leverage. The report recommends that regulators continue to strengthen macroprudential measures to guard against systemic risks.
The key to long-term investing lies in selecting companies with wide economic moats. Morningstar analysts have identified a group of high-quality enterprises capable of consistently delivering returns over the next 20 years, spanning sectors such as consumer, financials, healthcare, industrials, and technology. The article elaborates on the common characteristics of these companies and reminds investors to be mindful of valuation risks, advising that these firms should be added to a watchlist rather than bought blindly.
Jordan lacks a legal framework for digital currencies, and Germany and the UAE offer different pathways. Research suggests that Jordan adopt a hybrid model to balance innovation and risk.
In December, the total US venture capital investment was $15.4 billion, a month-on-month decrease of 15.4%. AI companies received $10.4 billion, accounting for 67.6%.
The recent decline in gold is not a collapse in value but a result of a stronger US dollar. The shift in US policy from a weak dollar to stable currency, combined with the pressure of treasury supply pushing up yields, has weighed on gold prices in the short term. However, in the long run, structural currency depreciation and geopolitical risks continue to support gold as a safe-haven asset. Investors should pay attention to the trend of fragmentation in the global monetary system.
According to informed sources, the Bank of Japan will maintain its warning about the risk of inflation overshooting at next week's policy meeting, but believes the risk has not significantly increased. The central bank will focus on the extent to which companies pass on costs, and interest rates are expected to remain unchanged.