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Finding Value In Singapore Equities
The Singapore Straits Times Index is currently down some 2.5 % on a year to date basis but the country's central bank still expects a more modest gro…
2 years, 11 months ago
Too Soon To Price In Fed Cuts
US markets marked the best week of the year, rallying in response to the Fed's decision to pause interest rate hikes, but is this just a dead cat bou…
2 years, 11 months ago
RBA Likely To Press Pause Button
On the back of weak job data, the market is expecting the Federal Reserve to pause at December's FOMC with even a cut as soon as June. Will RBA follo…
2 years, 11 months ago
Singapore REITS Still Offer Value
REITs are seen as a defensive asset class as it generally pays out all their profits because of the tax structure resulting in high dividend payouts …
2 years, 11 months ago
It's The Yen That Is In Focus
The US dollar continues to remain strong despite the record tax issuance. We ask Tim Mulholland, President of TJM Limited how long is this era of Kin…
2 years, 11 months ago
No Trick-Or-Treating For The Federal Reserve
The Federal Reserve as expected did not raise rates but their Chair, Jerome Powell did not dismiss the possibility of further hikes. We speak to Laur…
2 years, 11 months ago
The Magnificent 7 Can't Support The Market Anymore
The Nasdaq and S&P500 have retreated from recent highs despite the tech giants releasing decent corporate earnings. Jack Kouzi, Director for Strategy…
2 years, 11 months ago
Don't Pass Up A 10% Correction
Markets have been very volatile of late no thanks to a perfect storm of high bond yields, the Gaza war, a hawkish Fed and increased geopolitical tens…
2 years, 11 months ago
Central Banks Facing New Headwinds
The Central Banks of Indonesia and Philippines surprised markets by turning hawkish and raising rates. Will BNM do so this week considering our weak …
2 years, 11 months ago
Sticky Inflation Persists In Australia
RBA Governor Michelle Bullock expressed concern over core inflation. What does this mean for rates when the Central Bank meets on 7th November? Shane…
3 years ago