Weekly Thoughts

‘Dash for trash’ sparks a potential change in market leadersRightly or wrongly, we have seen a notable shift in buying interest from technology names which had viewed as defensive and have massively…

Tech stocks should continue to outperformWith S&P mainly range bound since the start of May, many market observers seem to suggest that US stocks have overshot the most likely recovery scenarios, at…

Tech sector remains the notable out-performer The correction in early days of May ended in the blink of an eye as the liquidity-driven US stock market melt-up resumed its course, gathering more steam…

Stock markets get a reality check but downside risks limited  After the strongest US stock market rally in April since 1987, trading in the first day of May brought with it a sharpest…

Stocks regain footing after a major oil wobbleFollowing a turbulent start to the week after an unprecedented plunge in the oil price, the US stock market which continues to lead the direction…

US stocks rally on as investors look beyond Q1 and Q2US stocks continued to march higher, albeit at a more moderate pace, shrugging off a historic fall in March consumer spending and…

Federal Reserve comes to the rescue of the entire debt marketOn Thursday of last week US central bank went above and beyond any relief measure anyone could have imagined even a month…

Most US policy makers fold under pressure in introducing containment measuresThe grim realities of the contagion have caught up with even the most ardent pandemic deniers in the US with governors of…

Policy makers come to the rescue of financial markets for nowStock markets staged a brief but violent relief rally in the face of still elevated volatility levels, as politicians finally followed their…

Politicians failing to tackle the growing humanitarian crisis For the first time since this weekly publication began nearly two years ago, it’s been challenging to know where to really start. First and foremost,…