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Korea & Asean Markets Have Value
The recent market rally in the S&P500 and Nasdaq is driven by a handful of stocks. Should we be concerned about the concentration risk? Kingsley Jone…
2 years, 7 months ago
Not Time Yet For Apple And Tesla
Nasdaq and S&P500 hit new record highs again but those gains are not broad based. In fact among the Magnificent 7, Apple and Tesla have been laggard …
2 years, 8 months ago
Fed Stays The Course For Cuts
Jerome Powell had told lawmakers that the Fed is in no rush to cut rates until they have won their battle against inflation. What does this mean for …
2 years, 8 months ago
China's GDP Target Of 5% Is Achievable
At the National People's Congress, China’s government set a GDP target of five percent for 2024. We ask Jack Kouzi, Director for Strategy, VFS Group …
2 years, 8 months ago
Bottom Up Strategy For Singapore Equities
Singapore also recently concluded their 4th quarter result season. However, investors appear unimpressed as the Singapore Straits Times Index is down…
2 years, 8 months ago
Foreign Investors Sour On China, Sweet On Rest Of Asia
As China's annual Two Sessions meetings take place this week, are there any signals that could revive foreign investor confidence in Chinese equities…
2 years, 8 months ago
Post-pandemic Impact On Aviation & Gaming Sectors
With the pandemic over, the fight for the tourist dollar is intensifying in this region with Malaysia, Singapore and Thailand offering visa free trav…
2 years, 8 months ago
US Markets Rally To Record Highs
The S&P and the Nasdaq powered to record highs on Friday - why is upward momentum on U.S equities so strong despite slowing consumer sentiment and co…
2 years, 8 months ago
Foreigners Are Back In Malaysian Equities
On a year to date basis, the FBMKLCI Is up more than 6%, one of the better performing markets in Asia. We ask Imran Yusof, Head of Research, MIDF as …
2 years, 8 months ago
Market Still Marches To The Beat Of The Fed
Markets rallied on the back of inflation data that was in line with expectations but will that exuberance last? Shane Oliver, Chief Economist, AMP Ca…
2 years, 8 months ago