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Weaker Dollar Has Minimal Impact on US Corporates
Once again the Dow Jones hit a new high indicating a rotation in markets towards industrial and old economy stocks. Joseph Sroka, Chief Investment Of…
8 months, 2 weeks ago
US Retailers Buying the Dip
US equities markets started the month rather wobbly but have since hit new highs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private W…
8 months, 3 weeks ago
AI, Think out of the Box
US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer…
8 months, 3 weeks ago
Indonesia's Loss is Malaysia's Gain
JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh…
8 months, 3 weeks ago
The AI Theme Taking A Short Hiatus
The capex spend by Microsoft, Amazon and Alphabet has spooked markets with hundreds of billions spent with less clarity on monisation. Tim Mulholland…
8 months, 3 weeks ago
Singapore, Another Year, Another Rally?
Singapore has started 2026 on the right note with the STI up 6% on a year to date basis. We ask Geoff Howie, Market Strategist, Singapore Exchange if…
8 months, 3 weeks ago
Rotation out of AI into Utilities
AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analys…
8 months, 3 weeks ago
What To Expect From Kevin At the Fed
After months of speculation, Kevin Warsh has been nominated as Fed chair but is he more a dove or hawk? Vishnu Varathan, Head of Economics & Strategy…
8 months, 3 weeks ago
Policies In Place for The Property and Reit Sectors
Budget 2026 reinforces the MADANI government’s push for targeted projects to drive residential property growth especially in the affordable segment. …
8 months, 3 weeks ago
Look for Other AI Winners
Markets reacted nervously to the nomination of Kevin Warsh as Fed Chair. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Man…
8 months, 4 weeks ago