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What Not to Expect from China's Third Plenum
China’s second quarter GDP growth slowed to 4.7%, the weakest in five quarters. Will efforts to boost high-tech manufacturing lead to stronger growth…
2 years, 3 months ago
Its Always Good To Take Some Profits
With US markets hitting another record high, we try to distinguish if this is the Trump effect or backed by more fundamental reasons. Michele Schneid…
2 years, 3 months ago
The Construction Sector Rally Is Still Building Up
The construction sector has outperformed the broader market with the KL Construction Index up more than 50% on a year to date basis, beating the FBMK…
2 years, 3 months ago
Tech Still Shines Be It US Or Japan
There are signs that the US equity rally is broadening out to other sectors. Is this time to sell tech and rotate into the laggards? Peter Lim, Found…
2 years, 3 months ago
Singapore Markets Are In A Sweet Spot
Singapore’s Straits Times Index has risen by 7.7% on a year to date basis pushing markets to the best year since 2021 thanks to the trinity of banks;…
2 years, 3 months ago
Time To Relook At The Laggards
The tech-heavy Nasdaq lost 2% on the back of heavy selling of Nvidia and Tesla. We ask Tim Mulholland, President, TJM Limited in Chicago if the era o…
2 years, 3 months ago
Time For A JCI Rerating?
Indonesia is the 2nd worst-performing equity market in ASEAN, on a year-to-date basis after Thailand. This is despite the economy expanding strongly …
2 years, 3 months ago
Fed Inching Closer To Rate Cut
U.S. Federal Reserve Chair Jerome Powell completed his 2-day semi-annual testimony before Congress yesterday. We ask Vishnu Varathan, Head of Economi…
2 years, 3 months ago
Banks Leading The Way For STI
The Singapore Straits Times Index staged a last minute rally in the last week of June to end the 1st half of the year up 5.8%. Geoff Howie, Market St…
2 years, 3 months ago
Little To Excite Chinese Markets
China’s benchmark index, the CSI 300, has been on its longest losing run since 2012. What accounts for the weakness in market sentiment and how might…
2 years, 3 months ago