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Strong Passive Inflows into Magnificent 7
Result season starts in the US with high expectations for the earnings growth of the magnificent 7. Tony Nash, CEO, Complete Intelligence tells us if…
2 years, 6 months ago
If US Market Corrects, Buy
Bond yields rose to a 2024 high with 10 year Treasuries rose to 4.42%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Manag…
2 years, 7 months ago
Relook US Equities On The Back Of Strong Job Figures
With US March job numbers and manufacturing data exceeding expectations and further denting hopes of an early rate cut, we speak to Kingsley Jones, C…
2 years, 7 months ago
Elections Will Not Derail India's Equity Markets
The world's largest democracy heads for elections this April. Will that derail the strong outperformance of India's equity markets? Pramod Amthe, Hea…
2 years, 7 months ago
US Markets Ripe For Correction?
Markets corrected sharply in anticipation that the Federal Reserve may not be cutting rates as aggressively in 2024, no thanks to a hot economy and s…
2 years, 7 months ago
O&G Sector: Overheated?
OPEC + chose to maintain their oil supply cuts for the first half of the year, which means that roughly two million barrels a day of output cuts will…
2 years, 7 months ago
FED Rate Cuts still On Track
Fed Chair Jerome Powell has reiterated that the central bank is on track to cutting rates this year although the pace and quantum remain uncertain. V…
2 years, 7 months ago
Many Reasons To Buy Malaysian Equities
In past years, Malaysia was an unloved market but in recent months, that has changed with the FBMKLCI up 6% on a year to date basis. Gerald Ambrose, …
2 years, 7 months ago
China Tech Turns A Corner
China's manufacturing PMI in March exceeded expectations, coming on the back of upbeat export and retail sales data. How sustainable is this trend? J…
2 years, 7 months ago
Its Back To Higher For Longer For Fed Rates
US corporate result season starts again and we check in with Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for his o…
2 years, 7 months ago