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HLIB Neutral On Telco And Tech
Both the Malaysian technology and telecommunications sectors showed lacklustre performance in 2023 affected by economic and geopolitical uncertaintie…
2 years, 10 months ago
Singapore Dollar To Stay Strong In 2024
In 2023, the Singapore dollar surged close to record highs against the Greenback - will this trend be sustained in the new year? Song Seng Wun, Econo…
2 years, 10 months ago
US Elections, Biggest Risk For Markets In 2024
In 2023, geopolitics was one of the biggest headwinds that markets faced. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Ma…
2 years, 10 months ago
Hawk Or Dove, What Does The Data Tell Us?
In the first week of the year, there was solid US job data, Fed Minutes that reveal inflationary concerns and a still robust US economy. Does this me…
2 years, 10 months ago
Malaysian Tech Staging A Recovery In 2024
The tech heavy Nasdaq had a spectacular run in 2023, but that was not the case for Malaysian tech names. Signs are however pointing to a recovery, wi…
2 years, 10 months ago
Fed Fund Rate Cuts, Delayed?
The non-farm payroll figures that will be released later tonight will be another indicator of how soon the Federal Reserve will cut rates in 2024. Ke…
2 years, 10 months ago
Thai Markets Set For A 10% Return In 2024
In 2023, SET was one of the worst performing markets in Asia, down 16%. Will 2024 bring a change in fortunes? Poon Panichpibool, Markets Strategist a…
2 years, 10 months ago
Fed Remains A Hawk
The recent Fed Minutes indicate that the Federal Reserve is still in a hawkish mode. Does this mean the end of market exuberance with the mantra of '…
2 years, 10 months ago
Era Of King Dollar Over
For 2024, there are expectations that the Federal Reserve will start cutting rates, but what does this mean for global economies? Carlos Casanova, Se…
2 years, 10 months ago
2024 FBMKLCI Target Of 1600, Achievable?
RHB Investment Bank has a year end target of 1600 for the FBMKLCI. We ask Alexander Chia for their Head of Regional Equity Research as to what that t…
2 years, 10 months ago