Three Opportunities

May 31, 2022

5:21 am

• As buy the dip gains some momentum in global equities, we look for long term value and not just tactical plays. • We see a great opportunity in Vietnamese equities after recent poor performance. Strong future growth and a low valuation. • We see value in Latam equities given their exposure to rising commodity…

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Markets on Target for further downside

May 25, 2022

6:39 am

• Concerns about less growth and more inflation appear to be driving sentiments currently • US retailing giant Target misses forecasts by a mile – a salutary lesson for investors • The US consumer has rolled over and faces a worrying increase in gasoline prices • The read-through for the rest of the market is…

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Light at the end of the tunnel?

May 18, 2022

10:12 am

The much talked about “Market Correction” – It’s finally here and it’s not the first time. Both globally and domestically markets are struggling to hold up. Optimism is gradually turning into despair and most market leaders of the previous rally are breaking down. There is no denying that we are in midst of global uncertainty,…

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Questionable Positives

May 17, 2022

9:04 am

• Equities rebound as bond yields dip • Ordinarily, historical precedents suggest, the setback in equities would be followed by a positive year but… • Inflation is still a major concern, and central banks have much to do • Higher oil prices clearly helping GCC equity markets – Aramco becomes the world’s most valuable company…

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