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Global Markets
It is cherry pink and apple blossom white
Markets, just like cherry flowers blossoming, is getting less predictable
April 13, 2023
Markets
Race for 2022's top stock market goes down to final trading day
Measures for Indonesia, India and Singapore are closing on Brazil’s Ibovespa Index, which has climbed 5.2% in local currency terms
December 29, 2022
Global Markets
Taking position before the unfolding parallel universe converges
The global recession may be shallower than feared as financial conditions stabilise
December 08, 2022
Global Markets
Thanksgiving this November, as markets savour the rain
For those who were brave enough to hunt through the red ink in October, it’s no bad thing to skim a little profit off and enjoy.
November 17, 2022
Global Markets
This market is a teenager who needs to be grounded
Like a parent disciplining a difficult child, it knows what it has to do, even though it may not relish doing it.
October 13, 2022
Investing strategies
Japan's good value creates alpha opportunities
Japan remains a very cheap equity market versus global peers
October 13, 2022
Singapore economy
Back to the future and a step up for Singapore
Instead of lamenting SGX’s relative success in a tough world of derivative competition, let us work constructively to play our par
October 13, 2022
Global Markets
Be prepared for the train to Busan
I’m always prepared, and so should you.
September 22, 2022
Investing strategies
In search of a new equilibrium after the summer rally petered out in Jackson Hole
We are prepared to use continued weakness in the markets to reposition our portfolios for 2023 and beyond.
September 20, 2022
Markets
Interest rates at 4.5% would sink stocks by 20%: Ray Dalio
Dalio also noted investors may still be too complacent about long-term inflation.
September 15, 2022