Investment insights

Weekly updates in three charts

Weekly Market Commentary | 29 August 2021

Jackson Hole symposium; China's "common prosperity" over profits

Weekly Market Wrap | 8 April 2022

Fed meeting minutes; China's lockdown; Q1 2022 earnings

Weekly Market Wrap | 9 December 2022

China eases Covid restrictions The double whammy of supply shortages and the country’s strict Covid rules in the past few months have challenged the narrative that China is the world’s factory. In November 2022, exports took a hit, contracting 8.7% compared to the same time last year - over double...

Weekly Market Wrap | 1 July 2023

#US_GDP #Yen/USD #NikeResults US GDP revised upwards, job market shows strength US GDP growth rates (Source: TRADINGECONOMICS.COM) What happened? In a recent development, the US first quarter GDP growth has experienced a significant upward revision, surging to 2%. Adding to the economic landscape, a separate report released recently revealed a decrease in initial...

Weekly KickStart | 3 February 2024

This week, the tech landscape witnessed a significant milestone as two of the industry's giants, Microsoft and Alphabet, showcased their growing financial dependence on artificial intelligence (AI). The earnings releases from both companies illuminated the pivotal role that AI is playing in driving their growth trajectories. Let's delve into...

Weekly Market Recap | 28 March 2021

Vaccine roll-out good news, improving US jobless claims, jam in the Suez Canal

Weekly Market Commentary | 22 November 2021

Strong US October retail sales, elevated interest in EV makers

Weekly Market Wrap | 17 June 2022

Are we heading into a recession?

Weekly Market Wrap | 03 March 2023

Topic #1: Higher rates haven’t been bad for everyone  The US dollar has been on the rise in the past week. In fact, the US Dollar Index (DXY) tracks the performance of the US dollar against a basket of top foreign currencies and has risen by 4% from its low...

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...