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#MARKETING STRATEGY 19.2.24

First data from Lunar New Year Bodes Better for our Tourism and China Domestic Consumption Theme

Weekly podcast on the global economy and markets by Prashant Bhayani, Chief Investment Officer, Asia

Listen To Earlier Podcasts

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
29-01-2024

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
22-01-2024

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
08-01-2024

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
04-12-2023

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

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
04-12-2023

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
27-11-2023

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
31-10-2023

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
15-10-2023

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
10-09-2023

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.

Prashant Bhayani, CIO, Asia
Prashant Bhayani, CIO, Asia
03-09-2023