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...

Stock markets have remained uneven and choppy in 2023, even as they recovered from last year’s slump. When markets are uncertain as they are now—thanks to high interest rates, spiking bond yields, stubborn inflation, and geopolitical tensions—people tend to stay away from trading to avoid any unwarranted losses. But do...

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)...

The bond market has recently experienced significant fluctuations, with the US 10-Year Treasury yield reaching 5.0%. This upward trend is primarily driven by an increase in real yields rather than inflation concerns. Currently, bond yields are attractive. The higher yields not only improve the potential returns on bonds but also provide...

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...

As we approach the end of 2023, the optimism from the first half has waned in the third quarter. Contrary to the market expectations, "higher for longer" has emerged as Wall Street's latest mantra. Despite indications of easing inflation, the Fed may delay rate cuts. This shift has presented...

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...

From Boom to Caution: The Q3 Market Review Following a stellar performance in the first half of the year, Q3 painted a different picture. Global stocks faced headwinds, with MSCI World index marking a 3.4% decrease. Notably, the US equity arena bore the brunt, with the tech-centric Nasdaq Composite Index...