2020-01-19 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.
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Market Outlook
QUARTERLY INVESTMENT LETTER – 4th Quarter 2020 Market Review
Quarterly Investment Letter - 4th Quarter 2020 Market Review
2020-01-05 Investment Roundup
With the Senate at stake as the US undergoes the dual runoff election, a potential blue wave could send ripples across the stock market.
2020-12-15 Investment Roundup
Markets stay afloat from positive vaccine news despite infections soaring by the day. While Democrats and Republicans continue stimulus talks.
2020-12-01 Investment Roundup
Vaccine news a cause for market on hopes of a global recovery. Chinese manufacturing activity expanded for the ninth straight month in November.
2020-11-17 Investment Roundup
Mr. Biden was declared president-elect on Saturday, Pfizer and BioNTech announced that their vaccine candidate was 90% effective in clinical trials on Monday causing around $32.5 billion course into U.S. equity funds.
2020-11-03 Investment Roundup
US stocks rebound as the former vice president takes the lead in polls. US dollar expected to devalue with extra robust stimulus.
2020-10-20 Investment Roundup
Long-awaited US stimulus talk progresses while the road to economic recovery shows signs of weakening without it.
2020-10-06 Investment Roundup
Wall Street turbulent as POTUS tested positive for COVID-19. US Markets fell but rebounded when POTUS returned to office the following week.
2020-09-22 Investment Roundup
The FED keeps interest rates low to stimulate the economy. China retaliates against the US with their own entity list.
2020-09-08 Investment Roundup
US continues its fervent crackdown on Chinese companies as the trade war intensifies. SoftBank makes a dangerous bet to fervently rally NASDAQ.
2020-08-25 Investment Roundup
The US announced the possibility of fast-tracking an experimental COVID-19 vaccine - driving markets to a potential V-shape recovery. US-China tension eases with trade deal diplomacy, driving up Asian markets.
2020-08-11 Investment Roundup
Macau loosened China borders to revitalize the casino market, providing a haven in this pandemic. Could this potentially stimulate laggard sectors such as gaming and retail?
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
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.
2020-05-21 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.
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