Month / August 2023

Although Nvidia’s spectacular quarterly earnings briefly helped to push stocks higher led by technology shares, the rally quickly fizzled out as investors remained concerned about the prospects of interest rates remaining higher…

With long term rates in key developed economies rising fast as investors come to realisation that core inflation rates will remain well above the targeted 2% level for the foreseeable future, appetite…

Japan’s stock market has been in vogue for much of this year, supported by its attractive valuations, continued improvement in corporate governance, restructuring and improving shareholders returns. This said, we have had…