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MARKET COMMENTARY

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Deflating Exaggerated Worry

Nov 15, 2022

10:00 am

• Better-than-expected US inflation data boosts the markets’ mood • Inflation, though, is not beaten and growth is on the wane • Crypto industry challenges show that risks lurk in the financial system • We continue to favour non-US equity markets although we would not rush back into equities at present • As the hopes…

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Investment Strategy

Nov 14, 2022

9:38 am

• Signs of trouble in UK real estate markets even as G-sec markets calmed down. Real estate prices declining even in US and Canada • All asset classes rallied amid less hawkish Fed commentary • Indian markets also rallied, though there was divergence across sectors and market caps • Corporate results in India have been…

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Central Bankers Diverge, as Investors Go Bottom Fishing

Nov 7, 2022

9:55 am

• Central bank policy starts to diverge as they get beyond knee jerk rate rises • Thus far the rise in yields explains the fall in equity markets • US equities are particularly vulnerable to future downgrades to profit forecast • European equities have already suffered a deep derating • Rumours of a re-opening of…

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Central Banks Going Soft? We Doubt it

Nov 1, 2022

5:50 am

• Some hope in the market that central banks will start to be less aggressive with rate increases • We believe there is scope for disappointment this week with the Fed and UK MPC likely to emphasise the need for further marked tightening. • The REITs sector had reason to rebound and may still be…

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