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Buy America Back In Play For Markets
Global markets rallied after China and the US substantially reduced tariffs for a 90-day period. Is ‘Buy America’ making a comeback or are other glob…
1 year, 5 months ago
Riding The AI Wave: Caution Or Opportunity?
The Donald Trump administration plans to rescind some restrictions on AI chip exports, sending waves of excitement through the market. But is it too …
1 year, 5 months ago
Market Reprieve Doesn't Mean A Return To US Exceptionalism
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management reflects on US Markets rejoicing over the outcome of US-China talks in S…
1 year, 5 months ago
Tariffs Heighten Recession Risk For Thai Economy
Last month, the Bank of Thailand cut its key interest rates to 1.75% and slashed its GDP growth forecast this year to a range of 1.3 - 2%. How do tar…
1 year, 5 months ago
Fear Is Ebbing In Markets
Joseph Sroka, Chief Investment Officer, NovaPoint Capital unpacks how markets have performed amid new trade deals and frameworks announced as US empl…
1 year, 5 months ago
Is Fed Policy Behind The Curve?
Fed Chair Jerome Powell signalled a continued wait-and-see approach in determining the interest rate trajectory in light of tariff risks. Tony Nash m…
1 year, 5 months ago
Defensive Plays To Counter Asian Market Volatility
Global markets have been roiled by US tariffs and trade tensions, but are there pockets of resilience in Asian equities to consider? We discuss the o…
1 year, 6 months ago
Trade Deficit, Asia Currencies: Market Implications
The US Federal Reserve is set to make a decision on interest rate soon with a press conference by Chair Jerome Powell to follow. At the same time, th…
1 year, 6 months ago
Singapore Remains A Resilient Haven
With Prime Minister Lawrence Wong receiving a clear mandate in the Singapore elections last week, what impact might this have for Singapore equities?…
1 year, 6 months ago
Investors Have To Navigate Cross-Currents
Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management helps us unpack how business sentiment is evolving in the United States …
1 year, 6 months ago