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November 4th, 2024 - Fasten your seat belts.
US elections is never a trivial event, let alone now that the world is still in the aftermath of the pandemic and not to mention two wars...
Nov 4, 2024


October 28th, 2024 - Two exciting months ahead until year end.
For starters, the holiday season is coming up, but i t is also the part of the year when markets traditionally perform the best . Then...
Oct 28, 2024


October 21st, 2024 - Have European consumer names bottomed ?
The previous exuberance has turned into utter avoidance for European consumer stocks . During the pandemic, consumers could basically do...
Oct 21, 2024


October 14th, 2024 - There are tricky paths ahead for markets.
Financial markets are currently pricing the "best-of-all-worlds" scenario, or to use a cliché, the "Goldilocks" scenario . Equities are...
Oct 14, 2024


October 7th, 2024 - Sentiment is improving despite the precarious times.
Investors continued celebrating the "resurrection" of China and good news on the state of the US economy gave equities a further push...
Oct 7, 2024


September 30th, 2024 - China finally took the "bazooka" out.
No, China did not invade Taiwan, but its government and central bank in coordination, finally decided to act and act big to save the...
Sep 30, 2024
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