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Singapore STI, A Sleeper Hit
The Singapore Straits Times Index is proving to be the sleeper hit in Asia with a return of 19% on a year to date basis. We ask Geoff Howie, Market S…
1 year, 11 months ago
US Equities Hit Another New High
US equity performance is head and shoulders above the rest of the world, despite valuations looking expensive.
Tony Nash, CEO, Complete Intelligence …
1 year, 11 months ago
Fixed Income Strategies To Adopt In A Volatile Market
2024 was a challenging year for fixed income markets due to central bank rate cycle turning from hikes to easing, geopolitical events and fiscal conc…
1 year, 11 months ago
Fed Neutral Rate And Pace of Cuts, Up In Air
With US jobless and IPI numbers out this week, will we have a better view of whether the Fed will cut rates at the last FOMC for the year? Carlos Cas…
1 year, 11 months ago
Domestic Themes Reign In 2025
The FBMKLCI at one time, was the one of the best performing markets in ASEAN on the back of reform, appreciating Ringgit and playing catch up after y…
1 year, 11 months ago
One More Fed Rate Cut In 2024
With the last FOMC meeting in December, the street is still expecting one more rate cut for 2024. But with a Trump presidency and an uncertain pace o…
1 year, 11 months ago
Thematics Will Pay-Off In 2025
After a good start, Malaysia is only up 10% on a year-on-to-date basis, but how will it perform in 2025? Peter Lim, Founder & Chief Research Officer,…
1 year, 11 months ago
Tread Carefully, Markets Priced To Perfection
US markets have rallied despite the economic policy uncertainty , but will it continue to rally? Brian Arcese, Portfolio Manager & Equity Analyst, Fo…
1 year, 11 months ago
Robust 3Q US GDP Numbers
We get Vishnu Varathan's, Head of Economics & Strategy at Mizuho Bank, perspective on the latest 3Q GDP number coming out from the US which came in a…
1 year, 11 months ago
Singapore, The Sleeper Hit
The Singapore Straits Times Index after a rather slow start to the year is up 15% on a year-to-date basis. We speak to Kelvin Wong, Senior Market Ana…
1 year, 11 months ago