Jan 28, 2025 9:55 am
• Trump’s policies show limited immediate market impact. • No major tariff updates yet, especially in China. • Consumers worry about tightening spending power. • The dollar reflects investor sentiment on policy change and government credibility. • Bank of Japan rate hike signals normalisation, boosting Japanese asset prices • DeepSeek is possibly deep trouble for…
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Jan 22, 2025 11:46 am
• U.S. growth, fuelled by productivity gains, is expected to exceed long-term trend with inflation likely to remain above the Fed’s 2% target. • Europe continues to grapple with political and tariff uncertainties, while potential stimulus measures in China could largely mitigate tariff impacts. • Aggressive tariffs and stricter immigration controls pose significant risks to…
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Jan 21, 2025 7:48 am
Call it an ironic alignment or whatever you may, but the inauguration of President Trump coincides with the celebration of the Chinese New Year of the Snake. The snake is symbolic of wisdom, knowledge, intelligence, intuition, and creativity –ideals that the incoming president would do well to embrace, potentially guiding his decisions for the betterment…
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Jan 14, 2025 10:16 am
What will the global financial markets be like this year? Where does value lie? Will the incoming US administration’s policies cause an upheaval? Or will Emerging Markets again rise to the occasion and pull global growth forward? Those are the many questions that investors will have on mind this year as they traverse these times….
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