Feb 15, 2021 7:10 am
• Equity markets rise as global corporate earnings reports handsomely beat expectations. • US budget progress and an infrastructure and green budget to follow to keep markets vibrant. • COVID news from Israel promotes hope for earlier normalisation. • Better than expected US inflation data suppresses rise in US 10 year government bond yield •…
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Feb 9, 2021 12:09 pm
• Economic activity is patchy but in the right direction. • Inflation spike has bond yields trending higher. • Eurozone equities rally and should be helped by higher inflation. • Weaker China economic data may see equities consolidate after strong run. • Silver’s ‘Reddit run’ ended by contrived fundamentals. • Hong Kong’s ongoing relevance in…
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Feb 8, 2021 4:44 pm
After an eventful start to the year 2021 with a new Covid strain, renewed lockdowns, and the siege of the US Capitol Hill by protestors, more positive than negative news have emerged over the last few weeks. The new US President has taken over the office, the Covid vaccination program is picking up steam, we…
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Feb 2, 2021 10:33 am
The Energizer In the backdrop of an unprecedented pandemic there were a lot of policy announcements throughout the last year. Manoeuvring a tight fiscal space, not much was expected in the budget. But the Finance Minister surprised with a growth-oriented budget. The budget primarily focused on infrastructure, manufacturing and healthcare. Announcements like creation of asset…
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