Investment insights

Weekly updates in three charts

Weekly Kick Start | 30 September 2023

With rapid developments in the financial markets, staying abreast of the financial world's happenings is crucial. Over the past week, notable developments included Meta's product launches and rising US Treasury yields. On Top of Our Mind This Week: Meta's Evolving Strategy at Connect 2023 Meta Price Chart (Source: Google Finance) Mark Zuckerberg's...

Weekly Kick Start | 23 September 2023

After another action-packed week in the market, we observe systematic risks are playing a bigger role in the change in valuation of various asset classes. From the past week, notable events include the FOMC meeting and the oil market rally.  On Top of Our Mind This Week: Oil Prices Surge Amid...

Income+: Keep Calm and Focus on the Long Term

Both the equity and bond markets faced volatility after the Fed's decision to halt interest rate increases, yet signalled one more hike by the end of this year.However, in the longer-term outlook for 2024 and 2025, interest rates are anticipated to trend downwards. Bonds are poised to benefit. As of...

Weekly Kick Start | 16 September 2023

As we wrap up an eventful week in the financial world, we observe a delicate equilibrium of hope and prudence prevailing on the global stage. From the past week, notable events include the ECB's interest rate decision and China's central bank's move to boost liquidity. On Top of Our Mind...

Weekly Kick Start | 9 September 2023

In this edition of Weekly Kick Start, we will be spotlighting the year's most eagerly awaited tech IPO: ARM Holdings. The renowned British chip designer is seeking to capitalize on the AI buzz. Additionally, we will delve into the primary market drivers of last week and highlight what to...

Weekly Kick Start | 2 September 2023

As we wrap up the final week of August, markets are increasingly confident in a soft-landing scenario. There is also growing optimism regarding potential support from the Chinese government to address the property market downturn. In notable crypto news, a US Court has reversed the SEC's decision on Grayscale's...

Weekly Market Wrap | 26 August 2023

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,...

Weekly Market Wrap | 19 August 2023

In this Weekly commentary, we will recap China's property market turmoil and possible government policy actionsTakeaways from Minutes of the July FOMC Sea Limited Plunged after earnings report  China's property market turmoil and possible policy actions  China's real estate market, once the emblem of robust growth, is currently facing notable challenges. Country...

Weekly Market Wrap | 12 August 2023

#USInflation #DisneyResults #BABA_Results US Inflation Experiences a Modest Uptick while Core Inflation Continues to Slow Down US Core Inflation Rates What Happened? Inflation in the United States experienced a modest uptick in July, marking a reversal from 12 consecutive months of decline. The broader measure of consumer prices climbed by 3.2% compared to...

Syfe’s H1 2023 Performance: A Deep Dive

The initial months of 2023 brought concerns of a banking crisis, recession fears, and unprecedentedly high rates. However, the markets continued to showcase their unpredictability. Against all anticipations, equities witnessed a significant increase during this period, with major tech stocks marking a notable comeback. On the other hand, global...