Fed

Done with mourning Trump’s victory? Now, turn to Asian equity markets

SINGAPORE (Nov 9): While the setbacks of a possible Donald Trump presidency have been oft discussed among economists and analysts, few have actually expected the Republican to achieve a clean sweep victory that took the world by surprise on polling day.

Why the battle for Asian equities is only half won: Bank of Singapore

SINGAPORE (Oct 14): Although the Bank of Singapore remains “neutral” on Asian equities, the research house still prefers them over the developed markets (DM) of US, Europe and Japan, which have been ranked at “underweight”.

India remains BlackRock’s largest ‘overweight’

SINGAPORE (Sept 7): Blackrock says India remains its largest “overweight” in terms of credit while it continues to be “overweight” and “neutral” in Indonesia and China respectively.

Yellen wisely keeps Fed on a steady course: Bloomberg View

(Aug 27): There was much speculation that Federal Reserve Chair Janet Yellen would use her speech to central bankers and economists gathered at Jackson Hole, Wyoming, on Friday to announce a major policy initiative. Some even suggested that she might add

Commentary

4 macro surprises that could drive financial markets

SINGAPORE (Aug 22): As markets shook off recent shocks, investors pushed valuations up so much that equities and bonds seemed to be priced to perfection, leaving little room for error.

US labour market’s ‘remarkable recovery’ reinforces 2016 rate-hike expectations

SINGAPORE (July 11): UOB Group says the US economy’s “remarkable recovery” in June bolsters its expectations of at least one rate hike this year, specifically in December.
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