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Banking Sector Outlook 2025
The banking sector is often seen as a barometer of an economy and typically a sector heavyweight on any index. Which is why it is timely to check in …
1 year, 9 months ago
Will The US Equity Market Rally Broaden In 2025?
Kingsley Jones, Chief Investment Officer, Jevons Global translates what the latest US jobs report means for investors as markets reacted negatively a…
1 year, 9 months ago
Optimism For Malaysia's Property Sector
Malaysia's real estate market grew significantly last year, with data showing major real estate transactions nearly doubling to RM13.9 billion in the…
1 year, 9 months ago
December Reports From Feds & Labour Department May Give Clues
The latest minutes from the Federal Reserve's December meeting released on Wednesday hinted at risks to inflation, adding to concerns of fewer rate c…
1 year, 9 months ago
Fed Rate Direction In Focus Again
The FOMC meeting minutes for December was released yesterday, indicating a more hawkish inflation view for the US, adding to investors’ concerns that…
1 year, 9 months ago
Markets Rethink Fed Policy Trajectory
US markets retreated overnight as investors digested the latest economic data pointing to a resilient US economy and concerns over inflationary polic…
1 year, 10 months ago
More Upside For Construction
The Bursa Malaysia Construction Index has surged more than 50% over the past year, outperforming the benchmark FBM KLCI. Can the construction sector …
1 year, 10 months ago
Inflation Back In The Spotlight
US labour data is due at the end of the week, but the focus for the US Federal Reserve will likely be on inflation in determining their next course o…
1 year, 10 months ago
Are Markets Too Optimistic About Fed Policy Trajectory?
Market consensus is expecting a third consecutive year of double digit returns for the US equities in 2025, but are these predictions overly optimist…
1 year, 10 months ago
AI Data Centres Expected To Generate Multiplier Effect
Artificial Intelligence was a very strong theme in equity markets last year, exemplified by Nvidia's skyrocketing share price. But how would this the…
1 year, 10 months ago