Licenced by SFC Type 1, 4 & 9 & MAS Capital Market Services
Adopted a 4-step framework approach in navigating change in the market regime.
2022-12-13 Investment Roundup
Markets currently appear to need further sequential evidence before pricing in a more sustained period of higher yields
2022-11-30 Investment Roundup
While disinflation should produce moderation, conditions to allow a Fed pause are not yet in place.
2022-11-08 Investment Roundup
Monetary authorities remain focused on their price stability mandates and continue to tighten policy
2022-10-25 Investment Roundup
Opportunities in selective quality companies within the Developed Tech sub-sector
2022-10-05 Investment Roundup
The equities market is clearly caught between a rock and a hard place
2022-09-20 Investment Roundup
We argue that the risk-reward is increasingly skewed towards Global Equities
2022-09-06 Investment Roundup
Adhere to fundamentals and valuations and take a longer-term view on investment calls
2022-08-23 Investment Roundup
Continue to favour defensive equity against the backdrop of recessionary risk
2022-08-10 Investment Roundup
Asia region likely to remain highly favourable
2022-07-26 Investment Roundup
Recession risk and our thoughts
2022-07-12 Investment Roundup
Outperformance from China is likely to continue
2022-06-28 Investment Roundup
Continue to favour Value over Growth stocks against a backdrop of uncertainty
2022-06-14 Investment Roundup
Peak Inflation? – Market sentiments are mixed
2022-05-31 Investment Roundup
The 3Rs – rates, recession and risk remain the outstanding in order to evaluate the market
2022-05-17 Investment Roundup
Aggressive central bank rate rises is abating
2022-05-05 Investment Roundup
As expected – a 50bps hike
2022-04-07 Investment Roundup
Fed turns Hawkish again – Eyeing for 50bps hike
2022-03-22 Investment Roundup
The projected seven 25bps steps for 2022
2022-03-08 Investment Roundup
War in Ukraine - the decision on whether to ban Russian energy exports
2022-02-22 Investment Roundup
Market Recovery to be strong, but expect Volatility to be stronger
2022-02-08 Investment Roundup
Fed all Set for March Hike, Potential stiff 50-basis point hike?
2022-01-18 Investment Roundup
Earlier Fed Hikes vs China Rate cuts
2022-01-04 Investment Roundup
The inflection point of interest rate cycle is here!
2021-12-21 Investment Roundup
Fed has removed the word “transitory” with regards to their inflation outlook. What’s next?
2021-12-07 Investment Roundup
Omicron is here. What does it imply?
2021-11-23 Investment Roundup
How will the renomination of the Fed chairman Powell by U.S President Biden drives the market going forward?
2021-11-09 Investment Roundup
Tapering is here!
2021-10-26 Investment Roundup
Global energy crisis – will it seep into our daily lives?
2021-10-12 Investment Roundup
Risky or Rally – Investors seeking direction as we move into the year-end
2021-09-28 Investment Roundup
Will China Evergrande's debt troubles pose a systemic risk ?
2021-09-14 Investment Roundup
No safe haven in sight – The FED remains a key variable as Markets continue to be on edge
2021-09-01 Investment Roundup
Tapering could start in 2021 – No rate hikes just yet
2021-08-17 Investment Roundup
Geopolitical Risks – Another spanner in the works
2021-08-04 Investment Roundup
Heightened Regulatory Scrutiny in China: What Investors Need to Know
2021-07-21 Investment Roundup
Is rising inflation more worrying than slowing growth?
2021-07-06 Investment Roundup
The crackdown continues – China proposes new data security laws and continues to tighten its antitrust regulations. Will this spell the end for Chinese-based technology companies?
2021-06-22 Investment Roundup
Has the Fed signaled the end of an era of Pandemic Trading? The latest Fed Policy Meeting may have marked a momentous turning point.
2021-06-08 Investment Roundup
The Global Tax Reform: an end to race-to-the-bottom in corporate taxation, or the beginning of a long road which will take sweat and tears to implement?
2021-05-25 Investment Roundup
High inflation readings, chaos in the cryptocurrency markets and supply chain challenges as major economies reopen have stymied equities in recent weeks, but concerns about their effects on business took a back seat as this week's trading got underway.
2021-05-12 Investment Roundup
Major Asia-Pacific stock markets slumped, as Wall Street fell sharply with inflation data triggering fears of a rate hike.
2021-04-27 Investment Roundup
President Joe Biden has witnessed an unprecedented growth on Wall Street in his first 100 days in office, better than any of his predecessors.
2021-04-12 Investment Roundup
Notwithstanding anti-trust regulations in place, Alibaba’s Hong Kong shares rose in trade, while its U.S. counterpart rallied more than 9% overnight.
2021-03-30 Investment Roundup
The Dow Jones Industrial Average rose to a new record on Monday despite weakness in bank stocks caught by the impact of Friday’s margin call.
2021-03-16 Investment Roundup
Markets rebound from pullback. Fed maintains loose monetary policy amid continued rise in treasury yields.
2021-03-02 Investment Roundup
Markets rebound after month-long pullback. Additional FDA-approved COVID-19 vaccine by Johnson & Johnson.
2021-02-16 Investment Roundup
Major indices closed at record levels in the past week. Rising interest rates and an uncertain policy outlook could affect trading as global demand for goods recover.
2021-02-02 Investment Roundup
Markets rebound as the new COVID support stimulus plan was released on Monday. Markets in disarray from the short squeeze by retail traders.
2021-01-19 Investment Roundup
WHO sends expert team to Wuhan to investigate the source of the pandemic. Dozens of companies delisted from NYSE as trump signs executive order.
QUARTERLY INVESTMENT LETTER – 4th Quarter 2020 Market Review
Quarterly Investment Letter - 4th Quarter 2020 Market Review