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The Easy Money Has Been Made For Japan
Japan has slipped into a technical recession but the equity market has continued to rally. Kingsley Jones, Chief Investment Officer, Jevons Global ex…
2 years, 8 months ago
AI: More Hype Than Substance?
Investor excitement over AI has been driving up valuations of tech stocks, but to what extent is this optimism substantiated? Tony Nash of Complete I…
2 years, 8 months ago
Yuan And Yen, Sliding Against USD
US inflation is proving stickier than expected leaving the Federal Reserve in a conundrum as to when to start cutting rates. What does this mean for …
2 years, 8 months ago
Germany, The Sick Man Of Europe
With a consensus GDP forecast of just 0.2% for 2024, Germany appears to have lost its crown as the economic powerhouse of Europe. Joe Quinlan, Chief …
2 years, 8 months ago
US Markets Look Overbought
The S&P500 is inching close to 5000 as big tech continues to rally in anticipation to rate cuts. But is this rally overdone? Tim Mulholland, Presiden…
2 years, 9 months ago
Federal Reserve Staying Hawks
Recent statements from the U.S Fed indicate that they may be pulling back from an earlier dovish pivot to aggressively cut rates. How has this affect…
2 years, 9 months ago
Chinese Markets Need Dose Of Confidence
This week, China tightened some restrictions on short selling for domestic and offshore investors. Jack Kouzi, Director for Strategy, VFS Group tells…
2 years, 9 months ago
Less Fed Fund Rate Cuts For Now
Fed Chairman Jerome Powell has gone on record saying that the Central Bank is being careful not to reduce rates too soon. Yeap Jun Rong, Market Strat…
2 years, 9 months ago
Stock Picking Pays In China
The fortune of Chinese equities is in direct contrast to US equities which has continued to rally. We ask Song Seng Wun, Economic Consultant at Finan…
2 years, 9 months ago
US Tech Is Pricey, Be Warned
US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arces…
2 years, 9 months ago