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How Might Elections Impact Goldilocks US Economy?
Investors are optimistic that US equities can continue to rally into 2025 buoyed by a healthy US economy. Could this projection be upended by the Nov…
2 years ago
The Bullrun Continues For US Markets
US elections will be held in two weeks leading to volatile markets but in the longer term will US equities outperform? Joe Quinlan, Chief Market Stra…
2 years ago
Balanced Budget 2025 Neutral For Equities
How are investors digesting the provisions of Budget 2025 - will this be a net positive or negative for the FBM-KLCI? We discuss the market implicati…
2 years ago
Reality Check For Tech In 2025?
Major names in Big Tech will be reporting their quarterly earnings this week, including Alphabet, Microsoft, Meta and Apple. How will these results s…
2 years ago
Singapore GDP Expected To Hit 3%
Singapore’s 3rd quarter GDP surprised markets with the economy growing 4.1% thanks to strong exports. What then does this mean for equity markets and…
2 years ago
Recalibrating The Fed Neutral Rate
US retail sales surprised on the upside, indicating the resilience of the consumer. How will this influence the Fed Fund rate direction? Tim Mulholla…
2 years ago
Auto TIVs Losing Momentun
The TIV for the last nine months of 2024 is higher than 2023 but the momentum of sales has been slowing. We ask Daniel Wong, Analyst, Hong Leong Inve…
2 years ago
Politics Matter Less In Japan
Japan heads to the polls on 27 October with early polls suggesting that LDP might lose their current majority. We ask Vishnu Varathan, Head of Econom…
2 years ago
All Will Be Revealed At China's MPC
Since September, the Chinese government has been annoucing a series of fiscal and monetary stimulus measures to revive the economy and resolve the lo…
2 years ago
FBMKLCI Waiting For A Second Wind
The return of the FBMKLCI on a year-to-date basis has surprised many investors, up 12% in Ringgit terms and more than 20% in US dollar terms. However…
2 years ago