Global equities showed a strong rebound across the board (SPX +4.6%WoW; DJI +3.9%WoW; MXASJ +5%WoW; MSCI EM +4.9%WoW) along increasing recovery expectation after USD1.9tn Covid Relief Package that has been passed by Senate, as well as fading fears of retail trading in some Reddit stocks. Janet Yellen also commented towards…

Global equities pulled back as volatility rose sharply amid a battle between retail traders and brokers/short sellers in the US. Risk-off was the order of the week as MSCI Asia ex-Japan declined by -4.9% WoW whilst S&P 500 gave up -3.3% WoW. 

Global equities continued to power ahead with AeJ equities gaining another +3.4% WoW, outperforming S&P index (+1.9% WoW). Growth/tech stocks massively outperformed value/cyclicals both in AeJ and US market. US 4Q20 earnings beat expectations as 86% of S&P companies have reported positive EPS surprises. US data such as PMI and…

Global equities mixed with AeJ equities index up by +0.5%WoW, while SPX and DJI down by -1.5%WoW and -0.9%WoW, respectively. Growth stocks led by tech sector gained in China and Taiwan, while in the contrary, US tech/growth stocks handed in its past gain. As Biden finally disclosed its Covid-19 relief…

Global equities booked gains last week as Democrats took control of the US Senate that could lead to higher stimulus packages, with MSCI Asia ex-Japan gaining +5.2% WoW and S&P 500 up by +1.8% WoW. Economic data also continue on the uptrend with US ISM services index in Dec. recording…

Global equities booked gains last week ahead of the New Year's day holiday with S&P and Dow Jones each rose by +1.1% and +0.9% WoW respectively. The stock market rallied on Monday after Trump signed USD 900 bn stimulus bill.

Global equities pulled back the rally (S&P -0.3%WoW, DJI -0.1%WoW, MSCI Asia ex Japan -0.3%WoW) along increasing risk sentiment from the new variant of Covid-19 in the UK, which indeed too early to tell but remain providing uncertainties. Scientists are still trying to figure out how transmissible the new Covid-19…

Global equities continued its rally with S&P 500 +1.3% WoW, DJI +0.4% WoW, and MSCI Asia ex-Japan +0.5% WoW. Investors perceived positive on the US stimulus expectation that was finally settled at USD 900bn. This includes USD 600 direct payments to Americans, USD 300 in weekly supplemental unemployment insurance, USD…