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Indonesia: Still the Land of Opportunity
On a year to date basis the Jakarta Composite Index has underperformed its regional peers despite the many domestic catalysts and political stability…
2 years, 6 months ago
Malaysian Consumer Sector Staying in Neutral
Although unemployment remains low, consumer sentiment has been weighed down by rising cost of living pressures and the weak Ringgit. As for consumer …
2 years, 6 months ago
Play The Waiting Game With Markets
Its a big week for US results with almost 180 companies on the S&P500 due to report. We ask Kingsley Jones, Chief Investment Officer at Jevons Global…
2 years, 6 months ago
Pay Attention To Bond Yields & USD
US equities and Treasuries continued their sell off this week after the realization that the Fed mantra of higher for longer is here to stay. Tim Mul…
2 years, 6 months ago
Central Banks Balancing Between Rate Cuts And Growth
With the US economy continuing to show growth month on month, questions arise as to when the first Fed Fund rate cut will take place. Jesse Liew, Chi…
2 years, 6 months ago
Powell Flip-Flop On Fed Fund Rates
The US Fed's job has been made more complicated by the sticky inflation readings and robust economic data, with Fed Chair Jerome Powell indicating th…
2 years, 6 months ago
Shoots Of Recovery In China
China’s gross domestic product (GDP) grew 5.3% in January-March from the year earlier, higher than the Reuters poll for a 4.6% increase. We ask Jack…
2 years, 6 months ago
Safe Haven Assets In Play For Now
Geopolitical tensions and Fed Fund rate cuts remain the preoccupation of markets in recent days but the sharp correction has put into question whethe…
2 years, 6 months ago
Not Complete Smooth Sailing For Chinese Equities
Chinese equities have recovered from the low's seen in early March driven by a series of market popular measures and better economic data. However is…
2 years, 6 months ago
US Banks Sound The Warning Bells
Three major banks reported their results with all sounding more cautious of the outlook. Will this be reflected in the rest of US result season and w…
2 years, 6 months ago