Impact of China's Evergrande saga; China's property outlook; Fed tapering

Crypto meltdown; inflation edges down; Chinese investors turn optimistic?

Was Nvidia’s Q1 results an inflection point for the company?  To be sure it was a blowout quarter, with the chipmaker reporting beats on the top and bottom lines, as well as guiding for Q2 revenue significantly ahead of prior expectations.  Nvidia Share Price Surges Investors responded incredibly bullishly to the release...

Summary:  S-REITs experienced a downturn primarily due to rising interest rates in Q3 2023.Despite this volatility, a turning point appears likely, especially in 2024. S-REITs' operational performance has remained resilient. With compelling valuations and attractive yields, the potential conclusion of the rate hike cycle presents an opportunity for S-REITs. Our Syfe...

#USRating #AMZN_AAPL #ChinaPrivateSector Fitch downgrades United States, but no major impact anticipated US credit ratings from various agencies What Happened? In a significant move, Fitch Ratings, one of the major credit-rating agencies, downgraded the United States government's credit worthiness from AAA to AA+. This decision marks the second time in recent years that...

Strong US October retail sales, elevated interest in EV makers

#OPECSupplyCuts #TeslaDeliveries #BRICSCurrency Topic #1: OPEC+ announces surprise cuts in oil supply On April 2, Saudi Arabia and other members of OPEC+ announced surprise oil production cuts of around 1.16 million barrels per day, in a move that made oil prices, like Brent Oil shore up over 4% on open. The...

In this Weekly commentary, we will recap: The Surge in Bond Yields: What is Behind it and What it MeansBRICS: Adding New Members into the BlocNVIDIA's Winning Streak Continues: The Quarterly Results Are In The Surge in Bond Yields: What is Behind It and What It Means Over the past few weeks,...

Economic fears; global slowdown; where could markets go from here?

Bear market bounce or bull market? China's growth plateaus