#Market Strategy — 20.09.2021

WEEKLY PODCAST ON GLOBAL MARKETS AND INVESTING

Grace Tam, Chief Investment Advisor, Hong Kong

CIO Weekly Podcast: Connect every Monday morning to stay updated on what happened in the global and Asian markets last week and what to expect next.

THIS WEEK'S PODCAST: China markets: Investor sentiment suffering from a multiple-whammy 

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LISTEN TO OUR EARLIER WEEKLY PODCASTS

Vaccine boosters to boost the healthcare sector?

Amid talk of vaccine efficacy and booster shots, Grace Tam outlines the key drivers of COVID-19 vaccine stocks.

Grace Tam, Chief Investment Advisor, Hong Kong

13.09.2021

China: Bad news is good news?

Despite regulatory challenges for China's growth sectors, some encouraging signs are emerging; this presents opportunities for both short- and long-term investors.

Grace Tam, Chief Investment Advisor, Hong Kong

06.09.2021

Powell Hits a Hole in One at Jackson Hole

Prashant Bhayani discusses Fed Chair Jerome Powell's Jackson Hole speech and how all eyes will be on the pace of non-farm payroll growth in the coming months.

Prashant Bhayani, CIO Asia

30.08.2021

To Taper or Not to Taper that is the Question…

Prashant Bhayani, CIO Asia

23.08.2021

Can Gold Help You Win a Gold Medal for your Portfolio?

Why it is key to consider gold as a portfolio hedge as well as a long-term alpha generator for your portfolio.

Prashant Bhayani, CIO Asia

02.08.2021

ECB Lower for Longer: Moving From Outlook to Outcome based Policy

Prashant Bhayani discusses the implications of the European Central Bank's recent signalling of a shift away from outlook to an outcome-based policy.

Prashant Bhayani, CIO Asia

26.07.2021

How much will China policy ease?

Prashant Bhayani discusses the outlook for interest rate cuts in H2 in light of China's slow domestic demand recovery and growth headwinds.

Prashant Bhayani, CIO Asia

19.07.2021

Is the Reflation Story Over?

Prashant Bhayani explains the reasons for the rally in long-term yields and why it is important to have both cyclical and defensive exposure in your portfolio.

Prashant Bhayani, CIO Asia

12.07.2021

After a 31% rise since end-Oct 2020, are global equities simply too expensive?

After a 31% rise since end-October 2020, what happens to global equity markets when earnings momentum peaks? Prashant Bhayani explains.

Prashant Bhayani, CIO Asia

05.07.2021

How to Outperform: Is SRI/ESG Performance Sustainable?

Prashant Bhayani believes SRI/ESG is an alpha factor to add to any investment portfolio and explains how to build portfolios around this broader megatrend.

Prashant Bhayani, CIO Asia

28.06.2021

Finally a Corporate Capex Pickup?

Prashant Bhayani discusses the acceleration in corporate capital expenditure and government-led investment #spending in the US this year.

Prashant Bhayani, CIO Asia

21.06.2021

Don’t say Sayanora to Japanese Equities

Prashant Bhayani lists four key reasons why investors’ should capitalise on the underperformance and build exposure in Japanese equities.

Prashant Bhayani, CIO Asia

15.06.2021

How “Transitory” is Transitory Inflation? Inflation proof your portfolio

Prashant Bhayani discusses inflation expectations and how to inflation-proof your investment portfolio.

Prashant Bhayani, CIO Asia

07.06.2021

Onshore China Equities: Best Week in 3 months, the Start of a Trend?

Rising Appeal of China Stocks: As China onshore equities post the best week in three months, Prashant Bhayani explains why this could be the start of a trend that may last well into 2021.

Prashant Bhayani, CIO Asia

31.05.2021

Vaccinate your Portfolio by Adding the Defensive, Healthcare Sector

Prashant Bhayani, CIO Asia

24.05.2021

AUD: Not Down Under!

The Australian Dollar has been rallying, rising nearly 20% in the past year. But where does it go from here? Prashant Bhayani explains.

Prashant Bhayani, CIO Asia

17.05.2021

Payrolls Missed! Should I be Miffed?

Prashant Bhayani discusses the US non-farm payrolls data sharply missing estimates and its implications on the markets.

Prashant Bhayani, CIO Asia

10.05.2021

Should We Sell in May and Go Away? Or is There Another Way?

While the S&P 500 is seasonally weaker from May to October, Prashant Bhayani says that returns are on average positive. He advises staying the course.

Prashant Bhayani, CIO Asia

03.05.2021