14/10/2024 All eyes on inflation While inflation for September was above market expectations, one data point doesn’t make a long-term trend.
7/10/2024 Gold maintains its glitter The yellow metal has delivered strong gains amid monetary easing and rising risks around international conflicts.
1/10/2024 Chinese stocks rebound Chinese markets rose sharply on the back of optimism around stimulus measures announced by the PBoC.
23/09/2024 The Fed pivot arrives The Fed cut rates in September for the first time since the Covid crisis, embarking on a new easing cycle.
16/09/2024 ECB cuts rates again this year The ECB cut its benchmark interest rates in the context of falling inflation and weak economic growth.
9/09/2024 Rally broadening is underway The S&P 500 (excluding mag 7) has delivered strong gains this quarter, outperforming the large tech stocks.
2/09/2024 Gold continues to shine Gold remains a safe haven and diversification tool amid geopolitical tensions and high government debt, with prices hitting record highs in August, outperforming...
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
5/08/2024 Central banks divergences on display Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...
29/07/2024 Benefit from the EM story through India Indian markets have delivered strong gains this year on expectations of strong economic growth and demand.
22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
15/07/2024 Geopolitics in focus as NATO leaders meet As NATO leaders convene, Geopolitics in focus for investors with US elections heating up. Understand the implications of global strategies and political...
8/07/2024 Equities at all-time highs Discover insights into the unprecedented rise in equities, with 18 of the 23 biggest markets reaching all-time highs in the first half of the year.
1/07/2024 Indian bonds go global Indian government bonds have gained attention recently due to their inclusion in a leading emerging markets bond index starting from 28 June. This key...
24/06/2024 French markets amid snap elections Political uncertainty can amplify short-term market movements. However, markets tend to recover once the political situation clarifies and the focus comes...