As Good as Gold – Take the Money and Run?
2024 has been a strong year for precious metals and associated equities, with gold up 32% YTD and gold miners up 39%. The question now is whether...
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Ministry of Housing Press Conference – First Take
The next step on more detailed measures on stabilising the property market in China. Some big positives but disappointment likely for some
218 Views
Ministry of Finance Press Conference – First Take
Some major strategic changes have come out of the Ministry of Finance press conference but the lack of a concrete number for boosing consumption...
497 Views
Monthly Equities - September 2024
In September, global equities performances were largely shaped by key monetary policy decisions of major central banks, including the U.S. Federal...
182 Views
Stay Calm and Don’t Panic! Overbought Conditions Meet an Overhyped Meeting.
Correction in markets expected after rapid rise, detailed fiscal stimulus plans to come from State Council or MoF, capital market reforms...
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