2023 Market Outlook – The Hour Before Dawn
06/01/2023
2022 was a difficult year as markets priced in a war in Ukraine, persistently high inflation, record interest rate hikes in the US and an
China:
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India Market Update 2HFY23 – Deserving Performance
14/10/2022
In a very challenging year for global equity markets, the MSCI India is only down 1.9% year-to-date (ytd) (end Sep’22). MSCI Asia-ex-Japan is down -29%
4Q 2022 Market Outlook – Selective Investment Opportunities in Volatile Times Ahead
29/09/2022
The Federal Reserve became more hawkish during the September FOMC meeting as it signaled a faster pace of interest rate hike which would stay higher
Second Half 2022 Market Outlook
24/06/2022
Back with a bang! In this episode, we discuss our 2H2022 market outlook with our Chief Investment Strategist, Lim Yuin. He recently published a piece
2H 2022 Market Outlook – Navigating a Challenging Environment
16/06/2022
Our 2022 outlook piece at the beginning of the year was titled “Road Bumps Ahead” and markets have corrected since. Our view is that there
2022 Market Outlook – Challenging Times Ahead
13/04/2022
The investment outlook has become more challenging with the escalation of the Russian-Ukraine conflict which would lead to higher inflationary pressures and force central banks
China Market Outlook 2022
17/02/2022
CHINA EQUITIES – TURNING AROUND Bottomline – It is time to invest into China equities China’s Central Economic Work Conference (CEWC) last December 2021 called
2022 Market Outlook – Road Bumps Ahead
07/01/2022
It would be a challenging task to maneuver the equities markets in 2022. Markets will have to contend with i) potential disruption from the Omicron
Market Commentary on China
14/10/2021
What to make of the regulatory risks in China? China’s new regulations are a part of structural reforms required to achieve “common prosperity” Structural reforms,
High-Tech Workhorses to Storm China’s Factories
15/06/2019
If you were to visit Yue Yuen Industrial (Holdings) Limited’s factory in Dongguan, China, 15 years ago, you would see the factory floors packed with
What’s happening in the Disruption World?
14/10/2018
Chinese Internet sector looking attractive after recent sell down The Chinese Internet sector bore the brunt of selling this year as investors took profits. Chinese
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