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China, Shoots Of Recovery?
Recent data points point to a recovery in the Chinese economy with the equity markets taking note as the Shanghai Composite Index is up 3% on a year …
2 years, 7 months ago
Oops, Could the Fed Raise Rates Instead
With the inflation print higher than expected in the US, will the Federal Reserve actually raise rates this year as opposed to market expectations of…
2 years, 7 months ago
Vietnam, An Investible Frontier Market
The Vietnamese equity market is up 12% on a year to date basis. The country has in place the right ingredients for an economic boom like the +1 strat…
2 years, 7 months ago
Watch The Central Banks This Week
This week is a busy one for central banks but attention is focused on Japan and US as both are likely to take opposite positions in their monetary po…
2 years, 7 months ago
US Valuations Getting Too Rich
US has started to become expensive, trading at 21x PE, so is there still value to be found? Brian Arcese, Portfolio Manager & Equity Analyst, Foord A…
2 years, 7 months ago
2024 Sees Earnings Tailwind For FBMKLCI
The FBMKLCI has defied expectations to rise 6% on a year to date basis but does this rally still have legs? And does the recently concluded result se…
2 years, 7 months ago
Oil, Gold, Bitcoin, And Markets Are Up; Go Figure?
We appear to be living in strange times as almost all asset classes are up in tandem. We ask Tony Nash, CEO of Complete Intelligence to explain this …
2 years, 7 months ago
Markets Responding Positively To Stubborn Inflation?
February's CPI print of 3.2% was higher than expected, yet US markets hit new highs. We ask Song Seng Wun, Economic Advisor at CGS International Secu…
2 years, 7 months ago
Japan To Finally Raise Rates
The market is beginning to expect the Bank of Japan to finally raise rates after decades of ultra low rates. We ask Joe Quinlan, Chief Market Strateg…
2 years, 7 months ago
Banking Earnings Offer Some Comfort
The banking system is seen as a barometer of the economy. What then does the recent corporate results and banking statistics from the central bank te…
2 years, 7 months ago