Revisiting China after its new stimulus moves
Prashant Bhayani covers the recent economic data and stimulus announcements in China, and what is needed for a sustained rally in China equities.
Why can Gold continue to glitter?
Prashant Bhayani speaks about the broadening of the equity market to other sectors that is helping the technicals for gold and gold miners.
Is the US recession risk rising? FOMC preview
Prashant Bhayani breaks down the scenarios and explains how investors should position their portfolios.
China: Bottom in or will the property sector Drag-On?
Prashant Bhayani discusses China markets and its property sector
Is the Dragon starting to awake?
Prashant Bhayani analyses the policy statements and says China will likely meet or exceed its 5% growth target this year.
Rate cuts delayed but not derailed
Prashant Bhayani points to three factors that influenced a notable shift in the Fed’s communication. Additionally, he also shares our forecast on rate cuts and bond yields for the coming months.
How To Play The Growth And Reflation Trade?
Prashant Bhayani explores the factors behind the strong global equity markets and higher bond yields year-to-date. Additionally, he provides insights on how to leverage the broadening equity markets and other asset classes.
Lunar New Year data Bodes Well for our Tourism & China Domestic Consumption Theme
Prashant Bhayani says, tourism is one of the few industries in China that has good near-term visibility, and likely to outperform the broader Hong Kong/China market.
Is the China Market Finally Bottoming? Can the Dragon Roar in 2024?
Prashant Bhayani discusses the recent out-of-schedule announcements by the People's Bank of China (PBOC) along with other collection of measures.
Why is Japan the Best Performing Market Year-to-Date?
Prashant Bhayani lists five reasons that explain its blistering start to the year following a strong 2023. And why investors should consider accumulating Japanese equities.
What’s priced into the bond market? What to do now..
The market is pricing in a 70% probability of a rate cut in March. Prashant Bhayani explains what it will take for this to happen. He also shares our view on the bond market and what investors should do now for income.
Did Santa Claus Already Come to Town or Will He Keep Delivering Presents for Investors?
How much gas is left in the tank? Prashant Bhayani discusses the year-end equities rally, especially in Europe and Japan, and how much further it can go.
Best monthly return for 60/40 portfolio since 1991 and bonds since 1985..
Why have bonds and global equities rallied? How much further can they go? Prashant Bhayani provides the answers in today’s episode
What do we think of the Latest Reported Property Easing Measures in China?
Prashant Bhayani discusses the latest property easing measures reported in China press and what could be their implications.
So Really Why are Yields Rising?
Prashant Bhayani gives four reasons why bond yields, and longer-dated yields in particular, are rising despite that rate hike expectations for the Fed and ECB have not changed.
And So It Begins……Earnings Season Preview
As S&P 500 earnings season starts, Prashant Bhayani looks at market expectations and earnings revisions. Normally companies guide analysts down to beat but it is likely the level of beats could be lower this quarter, he says.
Show Me the Money?!
The growth outlook for China in 2024 and beyond hinges on policies to tackle cyclical and structural issues, says Prashant Bhayani as he discusses China’s #economy, markets and policy expectations in today’s episode.
When low expectations meet targeted stimulus
In today's episode, Prashant Bhayani explains why, for the first time in many years, we are upgrading US #governmentbonds from neutral to overweight.