Friday 25 December 2015

Some key points drawn from some professional 2016 outlook reports

China:
the equity market: more volatile and could see a potential correction
financial reforms will become particularly important to determine the Chinese economy's future performance

Oil and commodity prices:
little optimism
unless the OPEC decides to cut supply, hedge funds will continue to short

The EU (especially the eurozone):
disappointment from the ECB
there will be limited recovery or even no recovery
the political conflicts in Europe

The UK:
the economy is recovering; however, the government budget remains as a big issue

The US:
the economy is recovering
the US Fed may choose to raise rates next year
the US government debt is a big issue

Japan:
the economy is very domestically focused
trade partner is China. The slowdown of the Chinese economy will affect the Japanese economy

The emerging markets:
the emerging markets' development is slowing down

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