Switzer: Marcel’s thoughts on the markets
23 March, 2016 Arminius Capital's Marcel von Pfyffer joins Switzer TV to discuss what is keeping him awake at night
23 March, 2016 Arminius Capital's Marcel von Pfyffer joins Switzer TV to discuss what is keeping him awake at night
9th March 2016 What is happening to gold? Marcel von Pfyffer from Arminius Capital joins Switzer TV to talk about the sector.
24th Feb, 2016 Are hedge fund managers taking the stock market for a ride? Arminius Capital’s Marcel von Pfyffer joins Switzer TV to share his thoughts
CHINA China’s GDP growth met its CY15 target, but it keeps on slowing down. It would be a lot lower if the authorities weren’t pumping up the money supply, applying fiscal stimulus to key sectors, and fudging some of the statistics. China’s wealthiest citizens are continuing to ship their money off to safer jurisdictions. This is one of the main reasons why the China’s currency is weak even though its trade surplus and its incoming direct investment are both rising. We don't see any likelihood of a hard landing in China this year, but the downward drift of the Chinese [...]