Market Update | China Special (part 3)
14th October 2024
The Fiscal Stimulus Saga On Saturday (October 12, 2024) we had another set of announcements from the Chinese authorities as China’s finance ministry unveiled a fiscal stimulus package…
Market Update | China Special Q&A
1st October 2024
Following our update on China last week, further and significant extra stimulus measures have been announced. Therefore, with all these changes, we thought we should give a second…
Laying the Foundation: Property’s Resurgence
25th September 2024
Since mid-July this year, the property sector has experienced one of its strongest recoveries since the pandemic, delivering a notable upswing just as global equity markets faced a…
Market Update | China Special
24th September 2024
Last night, we witnessed the latest attempt to spark positivity in Chinese assets and reignite market confidence. The head of the Bank of China cut the reserve requirement…
Investment Update | August 2024
16th August 2024
The Bird’s-eye View This update covers the period up to August 14 2024, though as usual, we have taken the basic asset class chart (fig.1) back to the…
The Magnificent Risk?
29th July 2024
A handful of companies have increasingly dominated the US stock market in recent years. Previously well-known as the FAANGs, they developed into what we know today as ‘The…
