#Market Strategy — 15.06.2021

WEEKLY PODCAST ON GLOBAL MARKETS AND INVESTING

Prashant Bhayani, Chief Investment Officer, Asia

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: Don’t say Sayanora to Japanese Equities

READ OUR LATEST INVESTMENT REPORTS

Discover insights and inspiration to take your business to the next level with entrepreneurial stories and interviews with leading entrepreneurs > Entrepreneur Resources for global and Asian entrepreneurs 

LISTEN TO OUR EARLIER WEEKLY PODCASTS

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

Takeaways from ECB April Meeting

Prashant Bhayani discusses the key takeaways from the European Central Bank’s policy meeting and what it means for the Euro.

Prashant Bhayani, CIO Asia

26.04.2021

“Green” Metals are the Key to Energy Transition: Follow the Green Money Machine

Prashant Bhayani discusses “green metals”, their importance in the move away from hydrocarbons and how global policies and incentives are shaping their demand.

Prashant Bhayani, CIO Asia

19.04.2021

EU Vaccine Surge In Q2?: It is always darkest before dawn…

Prashant Bhayani discusses the expected tripling of vaccine supply in Europe in Q2 and the implications for the European economy and the Euro.

Prashant Bhayani, CIO Asia

12.04.2021

When Policy Fears Create Opportunity in China Bonds

Prashant Bhayani explains why China property bond valuations are more attractive following the recent correction and why policy tightening concerns are exaggerated.

Prashant Bhayani, CIO Asia

29.03.2021

Goldilocks Still Eating Porridge

Prashant Bhayani analyses the key takeaways from the FOMC meeting from the perspective of portfolio strategy.

Prashant Bhayani, CIO Asia

22.03.2021

Hedge US Bonds for Yield Pickup for Euro and Yen based Investors

Prashant Bhayani discusses investment opportunities arising from the weakness in Euro, Yen and Swiss Franc versus the Dollar, and the rising US Treasury yields.

Prashant Bhayani, CIO Asia

15.03.2021

Why We Like Financials

Prashant Bhayani lists four reasons why financials can help to build your portfolio around higher yields.

Prashant Bhayani, CIO Asia

08.03.2021

Turning Neutral from Positive on Oil

Prashant Bhayani explains why it’s time for a pause for the best performing financial asset year-to-date.

Prashant Bhayani, CIO Asia

01.03.2021

Recovery, Reflation, How Far and How Fast? Who benefits?

Prashant Bhayani discusses the surge in 10-year US Treasury yields to pre-Covid levels amid reflationary concerns.

Prashant Bhayani, CIO Asia

22.02.2021

Six Reasons to Buy Silver

Prashant Bhayani explains how silver can add shine to your portfolio.

Prashant Bhayani, CIO Asia

16.02.2021

Additional US Fiscal Stimulus Ignites Bond Yields and Equity Markets: When is it too much of a Good thing?

When is it too much of a good thing: Prashant Bhayani discusses the market rally on the back of the US stimulus and the long-term implications.

Prashant Bhayani, CIO Asia

08.02.2021

Main Street vs. Wall Street: What next?

Prashant Bhayani discusses the backdrop to the US stock market tug-of-war and looks at investors’ overall equity positioning.

Prashant Bhayani, CIO Asia

01.02.2021

US earnings season thus far…so far…very good

So Far, Very Good: Prashant Bhayani analyses the US earnings season.

Prashant Bhayani, CIO Asia

25.01.2021

Back the Union Jack

Time to look again: Prashant Bhayani lists six reasons why you should consider UK equities in your portfolio.

Prashant Bhayani, CIO Asia

18.01.2021

Centrist Outcome overall in the US

Democrats’ slim majority may preclude some of the party’s more ambitious changes including those on taxes and regulation: Prashant Bhayani discusses the implications for the US policy with Democrats taking the US Senate.

Prashant Bhayani, CIO Asia

12.01.2021

Focus on Vaccine, Recovery, and Reflation

Many early cycle sectors and smaller midcap names have delivered almost double the returns of the broader market since September: Prashant Bhayani sets the tone for the new year by discussing tactical cross-asset themes for 2021.

Prashant Bhayani, CIO Asia

04.01.2021