“Policy steroids” have unintentionally boosted and distorted economic variables in many markets. Investors are advised caution to avoid side effects
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Examining the growing influence of retail investors in various Asian markets; a new, powerful market-driving force that’s here to stay
Rising bond yields and inflation due to GDP growth will impact equity markets; a nuanced strategy is needed
Tight commodity supply lags quick demand recovery, potentially leading to the next commodity inflationary supercycle. Asia is positioned to benefit
Our guest author sees conditions comparable to the birth of the last “supercycle”; envisages $100 tn world GDP by 2023
Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors
Grappling with the puzzle of surging markets amidst pandemic uncertainty, investors perceive diverse paths to recovery of sectors and countries
Investing paradigm for a zero-rate world: the hunt for yield and unique opportunities for emerging markets
Unprecedented health crisis has created volatility in economies and markets but some green shoots visible. Disciplined investors should stay invested.