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The View Beyond: Why Asia needs its own hedge fund playbook
Amid rising market volatility and a shift beyond the dominant AI-driven rally, investor interest is turning to hedge funds. In this episode, we exami…
2 months, 1 week ago
AI, biotech and safe havens in focus
Three themes dominated markets yesterday: earnings, AI and macro risks. Strong results boosted stocks such as Deutsche Telekom and Diageo, while disa…
2 months, 1 week ago
Dow hits new high as markets continue to watch the Middle East
With changing sentiment around Middle East tensions and a busy earnings season driving market moves, the Dow Jones recorded its fifth consecutive gai…
2 months, 1 week ago
Record highs, AI fever and SpaceX's surprise earnings
Stocks are breaking records as investors double down on the AI trade. Strong earnings across sectors, easing geopolitical concerns and renewed risk a…
2 months, 1 week ago
Markets cheer lower oil prices, while AI investments remains in focus
Markets were supported by hopes of de-escalation in the Middle East, sending oil prices sharply lower and easing inflation concerns. Investors also d…
2 months, 2 weeks ago
Geopolitical tensions ease, oil slumps, yen jumps
After a volatile week, global markets are starting the new trading session on a stronger footing. Investor sentiment improved overnight following rep…
2 months, 2 weeks ago
The View Beyond: Reading rates without a map as the Fed, BoE and BoJ hold
In just one week, the US Federal Reserve, the Bank of England and the Bank of Japan all chose to hold interest rates steady, yet none of the decision…
2 months, 2 weeks ago
Ending the week on a high?
US stocks staged a rally yesterday following Wednesday’s post-Fed sell-off. Microsoft and semiconductors definitely helped to drive the gains. And th…
2 months, 2 weeks ago
A split Fed, a steeper yield curve and Microsoft delivering
Markets reacted sharply after a divided US Federal Reserve opted to leave interest rates unchanged yesterday. The decision triggered a notable steepe…
2 months, 2 weeks ago
AI jitters, Big Tech earnings & the Fed decision
A sharp market rotation took centre stage on Tuesday as investors moved out of chipmakers and into healthcare and financial stocks, pushing both sect…
2 months, 2 weeks ago