As we enter the final few months of the year, markets appear to trade with a notable sense of calm, seemingly discounting persistent policy uncertainty out of the US and unresolved geopolitical tensions.
The Fed delivered a widely anticipated 25bp rate cut, leading the policy rate at 4.0% – 4.25% and signaled that further easing is likely.
As global uncertainty continues into the second half, trade policies and currency movements remain key influences on market sentiment for Asia equities. Find out more.
Asian equity markets opened sharply lower on Monday April 7 exacerbated by Trump’s comments over the weekend, indicating that the reciprocal tariffs are here to stay. Find out more.
Opportunities in Korea and Taiwan arising from the global AI boom
Even though AI and related stocks in the US have already seen significant upwards movement, I believe that there is still momentum left through proxy plays on the Korea and Taiwan markets.
Market update: selloff in Hong Kong stocks
Hang Seng Index has sold off today due to USD re-strengthening and a slight miss in the China Q4’23 GDP.
Israel-Hamas War – Market Outlook
What is happening in Israel - Gaza is a travesty and our thoughts go to those that have been affected.
Asian equities growth backed by young population and digitalization
Digitalization is one of the major economic trends, it drives productivity, entrepreneurship and changes the way we work. Asia has more young population than other economies and therefore infused the market with new energy and possibilities.
US debt ceiling deal - impact on liquidity and growth
Recent travel data from China’s first long holiday since the reopening point to a strong V-shaped services recovery.