Market Outlook

2020-07-28 Investment Roundup

Chinese stocks have taken a dip ever since the trade war between China and the US escalated and tensions have soared.These tensions have increased the trade war effects on the market, causing Chinese stocks to fall.”

2020-07-14 Investment Roundup

China boosts its market as well as paving the way for more money to flow into Hong Kong and shoring up its status as a financial hub.

2020-06-30 Investment Roundup

Investors in Hong Kong stocks remain undeterred despite the new security law. The stopgap from the FED’s purchase of bonds alongside a second covid-19 outbreak have caused large waves, incurring the ire of investors.

2020-06-16 Investment Roundup

Investors seem to be more focused on the reopening economies than these social and geopolitical issues springing up. Overall investors’ sentiments are beginning to turn more bullish, with many betting on corporate numbers to improve very soon.

2020-06-02 Investment Roundup

2020-05-21 Investment Roundup

With more and more cities announcing their plans to reopen, we expect to see an uptick in positive economic and business data. The effects of the unprecedented stimulus policies should also start to take effect, providing further relief to the economy.

2020-05-07 Investment Roundup

Major tailwinds of both monetary and fiscal stimulus have provided strong support to the markets. On the other hand, unemployment rates are at historical highs. Evidently, there remains a huge divide between the strong financial markets and the real macro-economic data.

2020-04-22 Investment Roundup

Economists estimate the global impact of COVID-19 toamount to 3.5 Trillion USD in loss economic outputand we believe the markets need to price that in. Therefore, we expect the market to be due for another pullbackto reflect the true reality of theglobalpandemic.

2020-04-08 Investment Roundup

World leaders have pledged a concerted and coordinated effort to combat this pandemicas seen during therecent G20 Finance Meeting. Global monetary and fiscal policies will continue to remainconducive, and this has been driving market momentum in the past 2 weeks.

2020-03-25 Investment Roundup

The situation remains very dynamic and fluid. Things are changing very quickly day-to-day and we should remain ready to react. The long-term laggard effects may not have yet been fully priced in by the markets, any major adverse data may lead us to a further leg south.

2020-03-10 Investment Roundup

Be brave, but more importantly, be disciplined.” On the back of this (9thMarch 2020) major market pullback, westillsee potential buying opportunity in tranches while continuing tomaintain focus onour favoredthemesand strategiesfor the year.

2020-02-25 Investment Roundup

We remain cautiously bullishon equities despite the S&P experiencing its worst performing day in 2 years. This provides entry opportunities as the spread of the Coronavirus extends its adverse effects into global markets.