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Is the Fed in a Hole?

Aug 10, 2021

5:32 am

• Higher inflation and lower unemployment present a challenge to the Fed’s ultra-loose monetary policy • Near-term rise in COVID cases may provide an excuse to maintain an easy policy stance – for the moment • US bond yields rise but will still likely be range-bound in the very near term • The upcoming Jackson…

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The Eternal Debate

Aug 6, 2021

2:44 pm

Value VS Growth Market participants have debated the benefits of Value vs Growth investing probably since these terms were coined. Over the last decade or so growth has beaten value hands down. When the global markets are being propelled by fast-growing tech and tech-enabled companies and billions of dollars are betting on innovation, is there…

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July Asset Market review

Aug 5, 2021

10:51 am

• The global growth story is intact, with the Delta variant, the caveat • US growth is now at the same level as pre-COVID, Europe should catchup by Christmas • US equities still lead the way • Asia is under pressure as China clamps down and vaccine rollout still relatively slow • Commodity price uptrend…

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Making Sense of China

Aug 2, 2021

11:58 am

• The reasons for China’s equity market wobble were some years in coming. • President Xi Jinping has been very consistent in promoting a more socialist agenda for economic reform. • Investors will have to re-adjust their expectations for the future of previous growth industries in Edu-tech and internet related. • Good investment opportunities remain…

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