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Construction Sector, A 13MP Winner
The Construction Index is up 6% on a year to date basis, outperforming the FBMKLCI albeit underwhelming when compared to 2024's return of 61%. We ask…
1 year, 2 months ago
Uncertainty And Confusion Reigns For Tariffs
US President Donald Trump has just imposed 100% tariffs on imports that include semiconductors. We ask
Vishnu Varathan, Head of Economics & Strategy,…
1 year, 2 months ago
China's Positives Not Priced in Fully
The Hang Seng Index is up by close to 25% on a year to date basis. However is all the good news already priced in?
David Chow, Director, Azure Capita…
1 year, 3 months ago
The Exceptional Growth Is Still in The US
US markets have been volatile of late as investors take stock of the weaker job data and unknown impact of tariffs. We ask
Joe Quinlan, Chief Market …
1 year, 3 months ago
US Slowdown Likely But Recession, No
With the worse than expected US payroll figures in July and a revision down for the prior two months, are there signs that the US economy is showing …
1 year, 3 months ago
Tariffs Take Effect: What’s Next For Global Markets?
Finalised US tariffs now range between 15% to 50%, signaling a tougher trade stance. Dilin Wu, Research Strategist, Pepperstone breaks down the globa…
1 year, 3 months ago
No Cut, But Fed Faces Internal Tug-of-War
Tony Nash, CEO of Complete Intelligence, analyses the Fed’s July rate pause, shedding light on emerging divisions within the committee and the underl…
1 year, 3 months ago
How Long Can The U.S. Economy Hum Along?
The U.S. labour market is holding steady but showing slight cooling, as hiring slows and quit rates dip. Markets await the Fed’s guidance, with infla…
1 year, 3 months ago
Wall Street Record Highs : Still Room To Climb
The S&P500 and the Nasdaq Composite have hit new all-time and closing highs, registering their 15th record close for the broad market index this year…
1 year, 3 months ago
Hong Kong, The Gateway To China's Growth Story
The Hang Seng Index is up by 27%, one of the best performing in Asia. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this market s…
1 year, 3 months ago