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Cross Asset Strategy
Cross Asset Strategy Insights
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bullish
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Cross Asset Strategy
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31 Jul 2024 17:16
A Reversal of Conventional Wisdom: Growth Stocks Outperform Value Stocks
Recent trend of growth stocks outperforming value stocks challenges Eugene Fama's Three-Factor Model, raising implications for investors.
Alex Ng
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bullish
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Cross Asset Strategy
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31 Jul 2024 13:27
Technically Speaking, Breakouts and Breakdowns: HONG KONG (July 31)
Utilities and telecom sectors have gained favor in HK as investors seek low volatility and dividend yield. Hong Kong China Gas has formed a...
David Mudd
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106 Views
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bullish
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Cross Asset Strategy
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31 Jul 2024 11:46
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Syndicated
CX Daily: Why and How China’s Overhauling Monetary Policy (Part 1)
Monetary / Caixin Explains: Why and how China’s overhauling monetary policy (Part 1) China’s central bank is starting a major overhaul of how it...
Caixin Global
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bullish
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Cross Asset Strategy
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31 Jul 2024 11:36
Positioning Watch – Metals bets are finally being squared, but retail is piling in
Markets remain focused on 2-3 rate cuts from the Fed, growth not rolling over fully, and inflation continuing its downward trajectory. There seems...
Steno Research
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111 Views
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bullish
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Cross Asset Strategy
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31 Jul 2024 09:45
Economic Outlook Improves: U.S. Consumer Confidence Index Rises to 100.3 in July, More than Expected
US consumer confidence index rises to 100.3 in July, surpassing expectations, driven by improved economic outlook and job market expectations.
Alex Ng
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107 Views
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