Big Money
Tale of 2 Stock Market Rebounds: US vs. China
There have been big bounces in stock markets around the world over the past week. And while the timing of the bounces in Developed
Here’s How the Russia-Ukraine Conflict Will Impact Your Portfolio
Geopolitics do not typically change the underlying trend in stock markets, unless the event significantly alters dynamics in the economy. Where the underlying
Trading Amid Stock Market Turmoil: Where’s the Opportunity?
First off, let’s just say that all the volatility in stock markets is about rising interest rate fears from the Federal Reserve (Fed). The
2022 Global Stock Market Outlook: Late Cycle Rotations
As we close in on what’s been an eventful 2021 for investors, what’s in store for global stock markets in the new year?
Omicron, Stocks and Economies: Here’s What It All Means for Investors
While the “Omicron” Covid-19 variant is a short-term disruptor, it’s not a gamechanger for the equities bull market. The selling of risk assets triggered by
Investment Ideas for the Great Transition
The US Federal Reserve has signalled the imminent start of the transition from the Great Stimulus of 2020-2021 to a period with new uncertainties.
Singapore REITs: 2 REITs to Buy in Office and Retail
As of late August, approximately 80% of Singapore’s population is now fully vaccinated, and the city is gradually reopening for business. People are going
Should Investors Buy China Stocks After Tech Crackdown?
The selling of Chinese equities has become indiscriminate. Sentiment has become so negative it may take a while for the dust to settle. But
Buckle Up for More Volatility in Stock Markets. Here’s Why
For investors in stock markets, Goldilocks is likely to get increasingly grumpy. And it is not quite because things are going badly.It will more
Buying into the “Pro-Cyclical” Rally and Rotation Trade
The H1 2021 equities scoreboard validates the “rotation trade” that the CGS-CIMB Research team has been recommending. And looking forward, despite the surge in
Interest Rate Anxiety? Don’t Fret on the Fed. Here’s Why
Shall we just cut through the noise of interest rates and the Federal Reserve (Fed)? It’s actually not that big of a deal. The
Inflation: Hedge, Rotate and Discriminate
The hot topic in markets right now is inflation. Is it “transitory” as the Fed assures us or is it history? Let’s cut