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#Market Strategy — 15.07.2019

INSIGHT OF THE WEEK

Prashant Bhayani, CIO, Asia

Connect every Monday morning and get our weekly digest on what happened last week and what to expect for this week. Click on the image below to listen to the new podcast.

THIS WEEK'S PODCAST: Cash is Not King! Cash is a Drag…This week we revisit how cash can be a drag in an investor’s portfolio.

  

LISTEN TO OUR EARLIER WEEKLY PODCASTS

Gold: Continue to Follow the Yellow Brick Road!

Prashant Bhayani, CIO Asia

08.07.2019

The trillion dollar question after the G-20 meetings: How long will trade tensions last?

Prashant Bhayani, CIO Asia

01.07.2019

FOMC Meeting: Powell throws in the towel

Prashant Bhayani, CIO Asia

24.06.2019

Slow We Go! An update on the US economy

A quick update on the US economy following the weaker economic data and changing rate expectations.

Prashant Bhanyani, CIO Asia

17.06.2019

Which countries may benefit the most from US-China trade tensions? Prashant Bhayani shares his views

Prashant Bhayani, CIO Asia

10.06.2019

Why Treasury yields dropped sharply last week? How low can they go?

Prashant Bhayani, CIO Asia

03.06.2019

India gave Prime Minister Narendra Modi a strong second-term mandate. What are the implications for the Indian economy?

Prashant Bhayani, CIO Asia

27.05.2019

Sino-US trade tensions could linger for longer. What are the implications?

As Sino-US trade tensions flare up again, we examine the potential impact of an ongoing tradewar on their respective economies.

Grace Tam, Chief Investment Adviser, Hong Kong

20.05.2019

Market could be pricing a “trade deal” despite new tariffs kick in

Our Asia CIO dissects the #tradewar scenario for you

Prashant Bhayani, CIO, Asia

15.05.2019

Diversification Strategies in May: Stay in May and Diversify Away

In this edition, our Asia CIO points out why this may be an excellent time to diversify your portfolio exposure.

Prashant Bhayani, CIO, Asia

06.05.2019

China Update: Taking foot off the pedal but to maintain cruising speed.

Listen to a brief analysis by our Asia CIO after the politburo's review of the country's economy in China

Prashant Bhayani, CIO Asia

29.04.2019

Contrarian Corner: Overweight European Equities

Underweight on European #equities? Maybe, not! The recent fund manager survey largely supports an underweight position however our Asia CIO builds a case for why a contrarian view merits attention.

Prashant Bhayani CIO Asia

15.04.2019

Better Payrolls Soothe Growth Fears

US job growth remains strong in March, so what does is it mean for interest rates?

Prashant Bhayani, CIO Asia

08.04.2019

The yield curve is inverting! Should we be worried?

Against the background of a sharp drop in Treasury yields, our Asia CIO, discusses the utility of the yield curve as a recession indicator, and more.

Prashant Bhayani, CIO, Asia

01.04.2019

The Fed’s dovish surprise triggers growth concerns

Amid rising market worries & falling #US yields, we examine the key reasons behind the announcement and what should investors keep an eye on!

Grace Tam, Chief Investment Advisor, Hong Kong

25.03.2019

Brexit deadline is near. Deal or no-deal?

In light of growing uncertainty and slowing growth, we look at the possible scenarios that could unfold in the coming weeks

Grace Tam, Chief Investment Advisor, Hong Kong

18.03.2019

In the context of a larger than expected tax cuts in China: Should we stay positive despite strong rebound?

Grace Tam, Chief Investment Advisor, Hong Kong

11.03.2019

Feeling Springy?

In today’s podcast, we focus on the green shoots of stimulus impact in China.

Prashant Bhayani, CIO, Asia

04.03.2019

If you want to understand global market movements focus on FINANCIAL CONDITIONS, not backward looking economic data.

Prashant Bhayani, CIO, Asia

25.02.2019

Moving to Short-Term Neutral in Global Equities but what do we think about Asian assets in this context?

In this week's podcast we analyse how Asian equity and bond performance may be affected in the context of slowing US growth.

Prashant Bhayani, CIO, Asia

18.02.2019

US Treasury Yields: How Low Can They Go?

US Treasury Yields: How low can they go? We examine the reasons behind the fall of the 10-year Treasury yield to 2.63% last week, and what can we expect going ahead.

Prashant Bhayani, CIO Asia

11.02.2019

Are Emerging Markets starting to shine?

Is the increasing interest in EM assets a trend that will continue?

Prashant Bhayani, CIO Asia

04.02.2019