The Great Green Flood

by The BlackSummit Team | Jul 30, 2024 | Commentaries

In the race towards a green energy transition, China has at times been an example to follow, and at other times a potential disruptor. As the world is making sweeping changes to the way we generate and use energy, China’s titanic dominance in the manufacturing of...

Weekly Market Update

by The BlackSummit Team | Jul 27, 2024 | Weekly Market Update

Global Market News Global Equities Decline Global equities declined in a volatile week of trading as tech stocks fell further following weaker-than-expected earnings. The S&P 500 and Nasdaq lost 0.83% and 2.08%, respectively, while the Dow Jones was able to...

Geopolitics & the Day After

by The BlackSummit Team | Jul 25, 2024 | Geopolitics & the Day After

To begin this week’s newsletter, we examine the slowdown of China’s economy, including the policy responses that Beijing has initiated, alongside the surprising growth and robustness of the Japanese economy. Then, we touch on small-cap stocks, which have...

CROSSROADS: At the Intersection of Geopolitics and Geoeconomics

by The BlackSummit Team | Jul 23, 2024 | Crossroads

 Volume 7, Issue 7 Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months ahead. Furthermore, we share our thoughts on the market implications of the reported...

Weekly Market Update

by The BlackSummit Team | Jul 20, 2024 | Weekly Market Update

Global Market News Global Equities Mixed Global equities were mixed this week as tech companies declined amid a rotation into small-cap and value stocks. The Dow Jones increased 0.72% on the week while the S&P 500 and Nasdaq fell 1.97% and 3.65%, respectively. The...