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Beyond the trade truce: Why Chinese stocks deserve a nuanced approach
Investment success in Chinese equities won’t come from market timing or macro predictions
June 04, 2025
Global Markets
All that glitters is not gold
True gems often do not look the part, which is why they remain undiscovered
June 01, 2025
Global Markets
100 days of populism
As Trump backpedals by exempting iPhones and other consumer electronics, the damage has already been done
April 29, 2025
Global Markets
Investors haven’t been this bearish in 30 years, BofA poll shows
Fund managers are extremely gloomy, with 82% of respondents to BofA’s monthly survey expecting the global economy to weaken.
April 15, 2025
Global Markets
Punch drunk traders across Asia ready for another week of drama
'Even before you can analyse a set of parameters that's put in front of you, as crazy as that set is, then a new level of crazy hits you'
April 13, 2025
Global Economy
Bond chaos, deal mania and Jamie Dimon: inside Trump's tariff reversal
'You have to be able to show a little flexibility. I’m able to do that' : Trump
April 10, 2025
Global Economy
Markets turn from fear to euphoria as Trump backpedals on tariffs
Trump: “A GREAT TIME TO BUY!!!”
April 10, 2025
Global Markets
Contrarian who saw US crash coming touts rest-of-world trade
'Although I'm bearish on US stocks, and I’m bearish on the US economy, I expect the rest of the world to spend money on fiscal expansion'
April 08, 2025
Global Markets
Hang tough, even as 10 is the new zero
I am sleeping comfortably without having to manage US stock positions while travelling with friends
April 07, 2025
Global Markets
The beginning of the end
According to historian Edward Gibbon, the Roman Empire’s demise was the result of the gradual loss of civic virtue
April 03, 2025