Dossier
real interest rates
Coverage of real interest rates in the Nexus archive.
- 5 years after Evergrande, why a China think tank says stock market signals a turnaround
The Evergrande debt crisis highlighted vulnerabilities in China's property sector. A Beijing-based think tank, the China Finance 40 Forum, reports that the stock market is supported by a favorable macroeconomic environment, citing inflation bottoming out and real interest rates adjusting.
- Gold’s correction could lead to a rebound. Barclays recommends these stocks.
Gold prices fell 26% peak-to-trough due to crowded positioning, reduced central-bank buying, a stronger dollar, and rising real interest rates. Barclays suggests the correction could lead to a rebound and recommends specific stocks.