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2024, Good Markets But Not Like 2023
After a stellar year for US equities in 2023, no thanks to the strong performance of the Magnificent 7 we ask Joe Quinlan, Chief Market Strategist, U…
2 years, 10 months ago
Market Consolidation Expected In 2024
The much anticipated recession of 2023 did not materialize; instead US equity markets rallied with the S&P 500 near record highs. We speak to Tim Mul…
2 years, 10 months ago
Consumer Sector Still Facing Headwinds In 2024
In a year marked by rising cost of living and inflationary input prices, not all segments in the consumer sector did well with non-discretionary fari…
2 years, 10 months ago
Ringgit To Appreciate But Not So Soon
The mantra of "higher for longer" dominated markets in the last few months but with the year ending, the focus has changed to rate cuts. Vishnu Varat…
2 years, 10 months ago
What's Next Post-Santa Rally 2023?
The 6-week US equity rally of 2023 was largely driven by tech stocks like NVIDIA. On the other side of the planet, Chinese stocks haven’t fared as we…
2 years, 10 months ago
Risk Adverse Investors Pivot To Gold
The Fed, European Central Bank and the Bank Of England are at the end of their tightening cycle but they are facing different economic situations. Th…
2 years, 10 months ago
Incredible Indian Equities
The Indian equity market overtakes Hong Kong to become the 7th largest market driven by strong inflows. The benchmark NIFTY50 is up 16% on a YTD basi…
2 years, 10 months ago
Time To Look At SEA Equity Markets
Regional stock markets underperformed this year, with the MSCI Emerging Market ASEAN index down 6% year to date. But is it time to relook at these ma…
2 years, 10 months ago
Santa's Rally Ends Before Xmas
The US market rally came to an end earlier than expected as investors took profit ahead of the Christmas and Year End holidays. But will this sell-of…
2 years, 10 months ago
Global Economies’ Recovery Not In Sight
The Bank of Japan takes a hold on its policy settings driven by Yen depreciation and weaker domestic consumption. China recovery looks uneven and wea…
2 years, 10 months ago