Aksjemarkedene fortsatte å falle i mars. Den viktigste årsaken var den tiltakende bekymringen for den økonomiske politikken som ble ført i USA. - Skrevet av makroanalytiker Svein Erik Førre

Some investors have written China off. Some even consider the country uninvestable. However, many Chinese companies now lead their global sectors with promising prospects.

As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.

This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.