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Market Review

Weekly Market Review (17 June 2019) - What happened & What's next?

Asian equities started the past week on strong footing from the afterglow of supportive Central Bank (CB) policies, but gave away some gains later in the week as Chinese data disappointed expectations. On Monday, while China’s export growth came out above expectations in May, supported by possible front loading of…

Weekly Market Review (10 June 2019) - What happened & What's next?

During long holiday last week, financial market turned positive both in equity and also bond market, on the back of dovish major central banks (Fed and ECB). S&P jumped 4.4% WoW, one of the highest weekly gain in 2019, while MSCI EM went up by 0.9%. 

Weekly Market Review (20 May 2019) - What happened & What's next?

Global equity sell-off intensified as Asian equities slumped by another 3.5% WoW as China retaliated for US tariff moves by imposing tariffs on some USD60bn worth of US exports, together with the news that suggests US and China trade talks may have stalled. Exacerbating market concerns was disappointing activity data…

Weekly Market Review (13 May 2019) - What happened & What's next?

After the trade talks hit a wall last week, the Trump administration unexpectedly decided to increase tariffs to 25% (from 10%) on USD200bn worth of Chinese imports. Subsequently, Asian equities slumped by -4.9%WoW. While there has been some reconciliatory tone from the US and China on Friday after Asian markets…

Weekly Market Review (6 May 2019) - What happened & What's next?

Global stock indices were mixed but mostly lower for the week (Dow Jones -0.1% WoW, S&P +0.2% WoW, Hang Seng +1.6% WoW, Shanghai Composite -0.3% WoW). Investors were disappointed by Federal Reserve Chairman, Jerome Powell’s remarks last Wednesday. Powell offered no indication the central bank was eager to move rates…

Weekly Market Review (29 April 2019) - What happened & What's next?

Global indices ended the week with mixed performances: S&P500 +1.2% WoW, Hang Seng Index -1.2% WoW, Shanghai Composite Index -5.0% WoW, KOSPI -1.6% WoW, FTSE -0.42% WoW. A renewed strengthening of USD and market expectations that China may slow on monetary easing given the recent recovery in key activity indicators…

Weekly Market Review (15 April 2019) - What happened & What's next?

Despite onshore Chinese equities taking a breather (-1.8%WoW), Asia equities were modestly up +0.3%WoW with Taiwan, Thailand and Philippines outperforming, while Malaysia, HK and Indonesia underperformed (MSCI, USD basis).

Weekly Market Review (08 April 2019) - What happened & What's next?

Global index closed higher last week due to better than expected China’s March PMI (50.5 vs consensus of 49.6) signs of progress on US-China trade talks. President Donald Trump’s top economic adviser says the U.S. and China are “closer and closer” to a trade deal, and that top-tier officials would…