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For Long Investors, Be Brave Buy The Dips
There has been a massive shift in market sentiment, barely a week since last Wednesday’s FOMC meeting which provided the strongest confirmation that …
2 years, 3 months ago
Malaysian Banking System Holding Up
Last week Bank Negara released the latest banking statistics. What does it reveal about the state of households, businesses and even the economy? Nab…
2 years, 3 months ago
Investor Jitters As Soft Landing Recedes
The July non-farm payrolls signalled a weaker US labour market than anticipated, triggering a massive sell off of US equities on Friday. In just a fe…
2 years, 3 months ago
Japan Says Sayonara To Ultra Low Rates
Japan raises key interest rates for the second time in 17 years. We discuss the implications on markets, yen and the economy with Tim Waterer, Chief …
2 years, 3 months ago
Fed Signals September Rate Cut
Fed Chair Jerome Powell's comments after the latest FOMC meeting have reaffirmed expectations of a September rate cut. We discuss the implications of…
2 years, 3 months ago
Central Bank Week is Upon Us
It's a busy week for central banks with Japan, the US and even the UK meeting for their key meetings. Will we see divergent monetary policies this ti…
2 years, 3 months ago
Opportunities Exist For Both India And China
The performance of India’s and China’s equity markets are a tale of two halves. The Nifty 50 achieves a return of close to 15% while the CSI 300 is d…
2 years, 3 months ago
Beneficiaries Of A Fed Rate Cut
All bets are for a Fed rate cut in September with markets already pivoting against backdrop of lower rates. We ask Joe Quinlan, Chief Market Strategi…
2 years, 3 months ago
Don't Write Off Japan Yet
The Nikkei 225 has corrected by more than 8% from its peak while the Yen continues to strengthen against King Dollar as the unwind trade persists. We…
2 years, 3 months ago
Is The Tech Bull Now A Bear?
Starting from its peak, the Nasdaq 100 has corrected by more than 7%. Is the tech rally being affected by the recent disappointing results from Tesla…
2 years, 3 months ago