David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Monday Macro: March bounce, Inflation forecasting, China’s tech woes

Monday Macro: March bounce, Inflation forecasting, China’s tech woes

A great month for Brazilian equities, why inflation estimates go wrong and why Chinese tech stocks may have furtehr to fall. Plus the dashboard turns cautiously bullish

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David Stevenson
Apr 04, 2022
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Monday Macro: March bounce, Inflation forecasting, China’s tech woes
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Photo by Agustin Diaz Gargiulo on Unsplash

Equity markets in March

Global equities posted a decent March, all things considered. According to data from analysts at S&P Dow Jones, their Global BMI index posted a 1.70% gain in March, with the help of the U.S. 3.11% gain, - excluding the U.S., developed markets were down 0.25% with UK equities falling by jus…

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