04/11/2023

Why the capex recovery will prove resilient

As a regime shift takes place, the global economy is on the cusp of a decade of higher capital expenditure by companies. Smart manufacturers are poised to reap the rewards of this.

04/06/2023

Closing on the peak

Slower credit, trade, manufacturing and housing mean subdued growth and easing labour markets in the US, with some recessionary episodes later in the year.

03/31/2023

Giving back time to investments

Lately, looking at 2022, conditions have admittedly not favoured green companies with a growth bias, given the rocketing oil prices and the move in many countries to remilitarise and rearm.