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Upside Risk Surprise For Singapore?
The Singapore government recently narrowed the GDP growth target from 1-3% to 2-3% for 2024. We ask Song Seng Wun, Economic Advisor, CGS Internationa…
2 years, 2 months ago
Gold Is A Reflection Of Markets
We examine the recent results from consumers names like Ulta, Lululemon and Dollar General and what this means about the state of the US consumer wit…
2 years, 2 months ago
Fixed Income Offers Both Yield And Upside
The clearest sign that the Federal Reserve will be cutting rates came at the Jackson Hole Conference. What does this then mean for the fixed income s…
2 years, 2 months ago
Impending Fed Cuts Attest To Slowing US Economy
The Federal Reserve has signalled its readiness to pivot in September, but what does that indicate about the trajectory of the US economy? Tony Nash …
2 years, 2 months ago
Focused Shift From Inflation To Labour Markets
As the Fed shifts attention from inflation to jobs and labour data, we ask Carlos Casanova, Senior Economist, UBP whether we still are on course for …
2 years, 2 months ago
Maybe Time To Look At The Laggards
The markets has appeared to price in a 25bps cut in interest rates at September's FOMC, so where should one deploy new money? Yeap Jun Rong, Market S…
2 years, 2 months ago
Australia, The Lucky Country But Not In Equities
The Australian equity market is registering a return of 6.4% year-to-date. We ask Kingsley Jones, Chief Investment Officer, Jevons Global for his vie…
2 years, 2 months ago
Easy Money Has Been Made For Markets
The US equity markets have been range bound after this month's early correction as the Fed rate cut has been priced in. What then is the investment s…
2 years, 2 months ago
Is the Yen Carry Trade Over?
The sharp fall in Japanese equities can be explained by the unwinding of the Yen carry trade as it now firmly stands at 145 to the US Dollar. But is …
2 years, 2 months ago
China Tech Tops Earnings Season
The narrative on Chinese stocks has been focused on weakness in the economy, but the latest earnings season shows resilience within China tech names.…
2 years, 2 months ago