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Euro & Pound Staying Firm
Last week, two European countries headed to elections with one ending with an expected outcome, the other proved to be a surprise. With Labour firmly…
2 years, 4 months ago
Numbers To Move In The Right Direction?
With the Fed Reserve Chair Jerome Powell’s semi-annual testimony at Capitol Hill, June’s Consumer Price Index coming Thursday, and the possibility of…
2 years, 4 months ago
What Economic Headaches Await UK's Keir Starmer
The Labour party led by Keir Starmer is projected to return to power in the UK but what economic challenges await him and why is the Pound so strong …
2 years, 4 months ago
Data Centres Powering Up Utility Companies
In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire elec…
2 years, 4 months ago
Tesla And Nvidia, Is there Still Upside?
Tesla and Nvidia are polar opposites amongst the Magnificent Seven with Nivida the tech darling but with both seeing price correction, is it time for…
2 years, 4 months ago
Ignore The Confusing Mixed Data
There has been a series of mixed US economic data which has led to volatility in the US bond market with sharp swings in yield. We ask Song Seng Wun,…
2 years, 4 months ago
Bursa Malaysia, Time For Foreigners To Return
The FBMKLCI has continued to outperform other ASEAN markets save for Vietnam in 2024. We ask Jeremy Goh, Head of Research, Hong Leong Investment Bank…
2 years, 4 months ago
The Data Will Guide The Federal Reserve
There are concerns that cracks in the economy are starting to show with US Treasuries reacting as yields have risen of late above 4.5%. We ask Joe Qu…
2 years, 4 months ago
2H2024 Strategy: Commodities, Defensive Stocks And Mega Tech
The S&P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory. Are US and Japan equities still the preferred m…
2 years, 4 months ago
RHB Neutral On Auto Sector, Weaker TIV For 2H2024
The total industry volume (TIV) data for the first five months of 2024 indicate that the auto sector is on track to achieve its TIV projections of 74…
2 years, 4 months ago