Weekly Market Update – From...
What began as a rotation between different sectors in US stock markets degenerated in the last week of July into…
06/08/24
Front of mind
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Article
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Graph
Graph of the Week –...
Investor sentiment towards Indian equities has improved even as it deteriorates for Chinese equities. As a result, the share of…
01/08/24
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Article
Weekly Market Update – A...
Tech stocks have suffered over the last few weeks, but there is more to this market movement than just a…
30/07/24
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Graph
Graph of the Week –...
The equity market sell-off over the last two weeks has been characterised as the (temporary) demise of the US ‘Magnificent-7’…
26/07/24
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Article
Weekly Market Update – Rotation...
A major rotation has been underway in US stock markets with small-cap stocks outperforming their large-cap peers. The ongoing earnings…
23/07/24
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Article
“China needs QE”. Think again
Media reports of Chinese President Xi Jinping’s comments on financial reform, calls for more monetary and fiscal policy coordination and…
11/07/24