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Holiday Rush Continues To Drive Markets
Markets continue to rise driven by optimism due to positive macro events. Will this sustain as it is further fueled by holiday period optimism or dis…
2 years, 10 months ago
Australian Economy Hops To China's Beat
China is on every economy’s mind as they chug along to recovery. Australia, not immune to China’s slowdown hopes for rising demand for its minerals w…
2 years, 10 months ago
ASEAN Banks Resilient Against 2024 Headwinds
There is growing excitement in the financial markets as the Fed leans towards a more dovish tone. However, some global banks have a more conservative…
2 years, 10 months ago
Divergent Paths Between US Versus EU/UK Economies
With the Fed holding rates steady last Wednesday and the FOMC looking at three rate reductions, what does 2024 hold for markets? We look to Tom Mulho…
2 years, 10 months ago
Better Outlook Pushes For Malaysia's Recovery
MIDF Amanah Investment Bank released their 2024 outlook on Malaysia, forecasting a GDP growth of 4.7%. The positive outlook is driven by improved tra…
2 years, 10 months ago
Rate Cuts Imminent, But By How Much?
The Fed’s dovish announcement has pushed markets to price in rate cuts for next year. However, there is still conservatism among some central banks s…
2 years, 10 months ago
Bright Horizon For Construction Sector
The total value of construction work in the 3rd quarter was the highest in 14 quarters at RM 33.4bn. Is this the beginning of strong project wins for…
2 years, 10 months ago
Markets Positive On Soft Landing Scenario
US markets are rallying on the likelihood of a ‘Goldilocks’ scenario: one where there is economic growth without recession, coupled with Fed rate cut…
2 years, 10 months ago
Hoping For A Stretch In Demand For The Glove Sector
Rubber glove maker stocks performed very well during the pandemic. This was largely fuelled by global shortages and strong demand from both instituti…
2 years, 10 months ago
Central Bank Meetings In Focus, Profit-Taking On Gold
The central banks of the US, the UK, Europe, Norway and Switzerland are set to conduct policy meetings on Thursday, while spot gold has declined near…
2 years, 10 months ago