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TechnologyPoliticsAsia

Chinese crackdown: is it over? Is it time to buy the dip?

Chinese stocks fell this year, following a massive regulatory crackdown across most sectors. Is the storm over or are we in for a long period of low returns?

StocksAsia

Investing in Japan: New Prime Minister, New Opportunity?

Investing in Japan has been difficult at best in the years after the Asian financial crisis but multi-year highs in Japanese stock indices and a new Prime Minister suggest newfound optimism.

Macro

Santa needs to hurry up!

StocksTechnologyMarkets

What valuations are telling us

Earnings are beating expectations, indices are setting new highs, and there are tech IPOs everywhere. Are valuation levels speculative, or is this just the new normal?

StocksTechnologyEV

What is a car company doing in the trillion-dollar club?

After its largest one-time sales contract, thanks to Hertz, Tesla’s market capitalization crossed the trillion dollar threshold. How can a car company that makes 1% of the market’s sales be worth more than the 9 other largest automakers ...

StocksMacro

WEEK AHEAD - Fed Meeting, BOE, RBA & US Jobs Report

A preview of the news, earnings, and economic data to expect in the week ahead. This week there is the all-important Fed meeting and monthly non-farm payrolls data - as well as interest rate decisions from the BOE and RBA.

CommoditiesMacro

Gold & Silver Outlook: Time for the Classic Inflation Hedge?

Inflation is rising across the globe and precious metals are renowned as a hedge against inflation. Nonetheless the Gold & Silver price action has been muted. What to do?

MacroAsset Allocation

MonthlyFlow November

Key takeaways for November: Investors are climbing the wall of worry, which should carry into the end of the year Markets are pricing in too aggressive a tightening path from the ...

Technology

Social media, the new golden goose

Companies want to skip ahead, and tap customers earlier on in the shopping process via social media audiences. Will this drive more social media M&A?

StocksEnergyEurope

How electricity could become a tradeable commodity

Could electricity become an easily tradeable commodity that countries could exchange in real time? Progress is being made towards building an EU grid that would eliminate geographical constraints and distribute energy around the continent. Here’s ...

StocksMacro

WEEK AHEAD - Tech earnings plus BOJ & ECB meeting

A preview of the news, earnings, and economic data to expect in the week ahead. This week there are earnings from Big tech including the likes of Apple and Facebook (Metaverse!?) - as well as interest rate decisions from the ECB and BOJ - and US ...

StocksTechnology

Facebook Earnings: Whistle-blowers and Outages out, Metaverse in

Changes are afoot before Facebook earnings are reported on Monday October 25th after the close on Wall Street. Will Q3 results and the Metaverse rebrand enable investors to look past recent difficulties?

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