War, oil rollercoaster and market implications
Despite US President Donald Trump’s on-again off-again mercurial policy, equity markets want to move onfrom the Iranian war and its…
29/05/26
Location Hong Kong
Joined 2010
Despite US President Donald Trump’s on-again off-again mercurial policy, equity markets want to move onfrom the Iranian war and its…
29/05/26
China’s policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines…
21/05/26
US President Donald Trump extended indefinitely the US ceasefire with Iran on 21 April, citing internal divisions in Iran. This…
04/05/26
Gold price is still down from its pre-US/Iran-war levels (Exhibit 1) while many other asset classes have retraced their losses.…
28/04/26
The US announcement on 8 April of a two-week ceasefire with Iran led to a relief rally of risk assets.…
10/04/26
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in…
02/04/26