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Cement And Aluminium: The Unsexy Backbone Of The Build-Out
AI and data centres may grab the headlines, but someone has to supply the concrete and metal to build them. RHB Investment Bank has an Overweight cal…
3 months ago
Earnings, AI & Geopolitical Risks
What can we expect from Wall Street's earnings season to AI-driven chip stocks, oil prices and US interest rates expectations? Tim Waterer of KCM Tra…
3 months ago
US Inflation Outlook in the Midst of War
US equities managed to register gains on comments from the Federal Reserve indicating that inflation may have peaked and should be edging down in com…
3 months, 1 week ago
Markets Brace for Middle East Shock
Renewed tensions in the Middle East have pushed oil prices higher, reviving concerns over inflation, interest rates, and the global growth outlook. Y…
3 months, 1 week ago
US Bank Bonanza Sets Tone for Q2 Earnings Season
The major US banks reported blockbuster earnings this week, driven by investment banking, capital markets and trading. How much will this be reflecte…
3 months, 1 week ago
Malaysia's Utilities Sector Powering Ahead
Malaysia's utilities sector is poised for a bright future, as a result of rising capital expenditure and increasing electricity demand, with consumpt…
3 months, 1 week ago
Gulf Escalation Puts Pressure on US Fed
The resumption of a US blockade in the Strait of Hormuz and military strikes in the Gulf threatens to send oil prices soaring once again. How will th…
3 months, 1 week ago
Hyperscaler Capex A Barometer for Chip Momentum
SK Hynix's debut on the Nasdaq last Friday was the biggest IPO by a foreign company on record raising USD$26.5 billion. What factors will influence t…
3 months, 1 week ago
Markets Shrug Off War — Should They?
Wall Street barely flinched this week, even as US strikes on Iran pushed oil higher and rattled the Strait of Hormuz. Tim Mulholland of TJM Limited i…
3 months, 1 week ago
Inflation Outlook & Interest Rates
The US Federal Reserve's minutes for its June meeting has been released indicating that the central bank remains divided over the future path of inte…
3 months, 2 weeks ago