market-commentary

MARKET COMMENTARY

Scroll Down

De-escalation or More Uncertainty

Mar 15, 2022

12:23 am

Many around the world are probably heaving a sigh of relief, as a de-escalation between Russia-Ukraine seems to be in sight. Perhaps, it’s only wishful thinking for no one knows Putin’s intent or endgame. Nonetheless, global sympathy lies with Ukraine and a barrage of sanctions have been announced against Russia. However, sanctions hurt both parties,…

Read More

Harsh Reality Dawns

Mar 10, 2022

12:49 am

• Economists start to cut global growth forecasts but are still very much in the dark to downside risks • Oil continues to send jitters. While $150 looked a remote possibility even a few weeks earlier, rising spot prices make $200 a not-so-distant reality • As the uncertainty prevails, financial markets are struggling to find…

Read More

Escalation breeds Defensiveness

Mar 2, 2022

12:15 am

• With NATO’s response to the Ukraine crisis becoming firmer and aggressive, we could be in for a long-drawn-out conflict. • Last week’s market relief rally is proving to be temporary. • If the crisis lingers, oil flirting with $150 isn’t ruled out, further complicating the already-high inflation situation. • At this juncture, investors could…

Read More

I’ve got Ukraine on my Mind

Feb 24, 2022

12:26 am

• The geopolitical risks – and not a new macroeconomic regime – are the markets’ latest worry. • The stakes are high as an attack on Ukraine by Russian forces appears imminent. • Europe politically may never look the same, raising uncertainty in the region. • With inflation continuing to be a vexing problem, markets…

Read More
Top