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Alibaba – A new name on our equity list

We started coverage of Alibaba with a Buy recommendation and a price target of $225 on the stock. We like Alibaba...

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US trade tariffs vs the EU (German) model

Faithful to his promises made during the electoral campaign, President Trump in the last months gave the go-ahead...

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Apple shares continue making shareholders proud

Apple reported very promising results for Q3 2018 (their financial year ends in September). Factoring in the...

Credit markets recoup but pressures persist

Credit markets continue to be pressured by a more hawkish tone by leading Central Banks, but also by the wider...

Overview of the Bank of Japan’s decision

Having been on tip toes in the days leading up to Tuesday’s announcement from the Bank of Japan (BoJ)...

What has changed for the BOV equity investor?

Tuesday marked a significant day in the life of a Bank of Valletta equity investor, as the bank for the first...

The importance of benchmark yields in the corporate bond market

Bonds issued by corporations, better known as Corporate Bonds, (which are more commonly termed as either...

Profiling bond risk (1)

The bond section of an investors’ global portfolio is typically considered to be the safest asset class,...

Credit remains volatile in June as spreads widen

June was one of the toughest months for credit markets and risky assets during the first half of the year, and...

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ASML shares – Buy on weakness

ASML was always a top holding in the Calamatta Cuschieri Euro Equity Fund and we continue to believe in the...

Weekly update dominated by tariff threats

Share markets continue to be mixed. US shares were mostly flat last week and negative this week, with strong data...

To hedge or not to hedge?

2018 has been characterised by a number of political and economic risks which have impacted capital markets...

Credit markets weaken heading into summer months

May turned out to be a negative month for Malta Government Stocks as yields rose sharply, with the CC Malta...

What level of dividend is suitable in the local market?

Recently I was posed a question about what size of dividend would be deemed adequate for potential investors in...

Understanding the key drivers of an economy

Asset managers, economists, analysts and the majority of those working in the financial services sector, and...

The recent exodus from emerging market credit

To the surprise of many, or of the few, over the past days, those assets which a few days ago were considered to...

Trump, this time it’s Iran, who is next?

It is already old news, Trump has announced that the US will withdraw from the Iran nuclear deal and restore...

April awakening for credit markets

April was a relatively muted month for credit, in terms of economic data releases, insignificant swings in...

Official GDP growth forecasts endorsed by fiscal advisory council

Council says government projections are echoed by those of other institutions

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 Apple surprises amid smartphone weakness

Last Tuesday Apple announced financial results for the second quarter of the fiscal year 2018. Apple’s...

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