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.
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.
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 lists five reasons that explain its blistering start to the year following a strong 2023. And why investors should consider accumulating Japanese equities.
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.
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.
Why have bonds and global equities rallied? How much further can they go? Prashant Bhayani provides the answers in today’s episode
Prashant Bhayani discusses the latest property easing measures reported in China press and what could be their implications.
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.
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.
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.
In today's episode, Prashant Bhayani explains why, for the first time in many years, we are upgrading US #governmentbonds from neutral to overweight.