by Gerhard Massenbauer | Mar 12, 2026 | General
Given the noise generated by the US government in many areas, some people feel that the risks are increasing. In fact, what is happening on the market can be described as wise: the US noise is being ignored. Donald Trump Has Lost Most of His Credibility Threatening...
by Gerhard Massenbauer | Feb 24, 2026 | Analysis, General, Multi-currency
Economic growth in Asia remains strong and is gathering pace. Vietnam and India are experiencing the most significant growth, with rates exceeding 8%. Singapore and Malaysia are also growing at over 6%. Thailand and South Korea are at the bottom of the list, with...
by Gerhard Massenbauer | Feb 16, 2026 | Analysis, Markets, Multi-currency
The outlook for emerging markets is steadily improving. Inflation rates in these markets have been significantly more favourable over the past 15 years than in previous decades. Additionally, many countries have improved their structural conditions because their...
by Gerhard Massenbauer | Feb 11, 2026 | Analysis, General, Markets, Multi-currency
The USD started the new year weakly. There was temporarily very high pressure, causing the USD to fall to 1.2050 against the euro. Currently, the USD is hovering around the 1.18 mark, and I expect this to be the average exchange rate over the coming weeks. If you need...
by Gerhard Massenbauer | Feb 6, 2026 | Analysis, General, Markets, Multi-currency
Fourteen months ago, I anticipated a rise in Asian currencies and expected this to fuel a recovery, which would in turn fuel further growth. As far as the CNY was concerned, this expectation was essentially realised in 2024, but was completely reversed in anticipation...
