Premium Articles China Stocks Update – Stimulus disappoints, stocks break key support levels, what next from policy makers? (18 Nov 2024)
Premium Articles Q&A: Trump wins US Elections – USD up, bond yields up, BTC up… What next? (6 Nov 2024)
Premium Articles Big Macro Week coming – US Elections + Fed Rate cut… how will markets react? (4 Nov 2024)
Premium Articles China – Update on Policy Stimulus one month on, Have China stocks bottomed? (28 Oct 2024)
Premium Articles When to take profit in REITs? With rising long term interest rates, and potential return of inflation in 2025? (22 Oct 2024)
Premium Articles Why I think inflation may return in 2025? This has big implications for portfolio positioning? (21 Oct 2024)
Premium Articles Is there better value in mid – small cap stocks (or Bitcoin) today? How to position for a Trump victory?
Premium Articles How do bond funds work? Why are interest rates going up and what does this mean for bond investors?
Premium Articles Fed Pivot is here – What happens next? Which asset classes look attractive? (23 Sep 2024)
Premium Articles Should you sell REITs now and buy back later? How long can REITs keep going up? (16 Sep 2024)
Premium Articles Commodities – Risk-reward no longer attractive? Why I reduced my commodities exposure (9 Sep 2024)
Premium Articles Starhill Global REIT pays a 7.2% dividend yield – Will I buy more of this REIT? (2 Sep 2024)
Premium Articles Jackson Hole – Powell turns dovish, and when will I take profit in REITs? (26 Aug 2024)
Premium Articles Macro update, and where does value lie? Shopee’s Sea Ltd reports a strong set of earnings (19 Aug)
Premium Articles Market Volatility subsides – but is the worst over? What sectors would I look to buy? (or sell) (12 Aug 2024)