The focal point last week centered on the APEC Summit, where US-China relations experienced a new turning point. At this pivotal meeting, leaders from both nations demonstrated a willingness to ease tensions and seek mutual progress through dialogue and agreements. This significant event has prompted us to concentrate on...

Throughout the current week, there have been marginal upticks observed in several asset classes. Significant highlights encompass the disclosure of financial results by DBS and Singapore Airlines. Our report for this week comprehensively delves into the earnings reports of these noteworthy companies, offering actionable insights for investors. On Top of...

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...

The focal point last week centered on central bank meetings. The FOMC meeting proved largely uneventful, with the Federal Reserve keeping rates unchanged as widely anticipated. In contrast, the Bank of Japan (BOJ) began shifting towards an exit from its monetary easing strategy. This significant shift has prompted us...

This week in the financial markets, strong economic data emerged from the United States, complemented by another week of tech earnings where major tech companies exceeded analysts' estimates. Yet, when taking a broader and longer-term perspective into account, concerns of an impending recession, coupled with heightened capital expenditure (CAPEX)...

This week has seen increased volatility across various asset classes, primarily due to the ongoing Israel-Hamas conflict. Notable events included the release of earnings results for Netflix and Tesla, as well as the unveiling of China's GDP growth numbers. In this week’s report, we have provided coverage of the...

The past week has seen markets roiled by a surge in volatility, primarily driven by two major factors: the Israel-Hamas conflict and the release of crucial inflation data. These events had investors and analysts closely monitoring their potential impact on market dynamics. In this market week wrap, we'll discuss...

After weeks of market volatility, this week brought some relief for equity investors with positive gains. Among the top concerns this week are speculation about the next steps from the Bank of Japan (BOJ), anticipation surrounding developments at FTX, and the news that ExxonMobil is closing in on a...

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...

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...