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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Inflationary Concerns

May 12, 2022

7:27 am

Just last month, we wrote about attention moving from the ravages of the Russia-Ukraine war to economic growth concerns. We have moved further along the path and the debate is now centred around inflation higher for longer vs demand destruction and a global industrial recession. (We do think that we are headed towards a recession…

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They Don’t Know What They are Doing

May 10, 2022

11:55 am

• Central Bank meetings show a wide diversity of views within each individual bank • Relative to expected levels of inflation monetary policy remains behind the curve • Rising recession risks has credit wobbling • A further stage of equity market sell off may follow the credit markets • In China it doesn’t get any…

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