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Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-October 2022

SHARE THIS The ASEAN region fared better on the whole in October thanks to gains by the Philippines and Malaysia; Hong Kong and Taiwan stocks were volatile while the China market continued sliding.

Harvesting Growth, Harnessing Change - Monthly Insights: Asian Equity-September 2022

SHARE THIS Rising interest rates and inflation woes continued to weigh on regional and global markets. US consumer prices registered above expectations with the August consumer price index (CPI) jumping 8.3% year-on-year (YoY). The tight labour market...

Navigating Japan Equities: Monthly Insights from Tokyo (April 2022)

SHARE THIS This month we discuss the Japanese stock market’s recovery from the initial shock of the Russia-Ukraine war; we also assess the potential impact of a Russian debt default on Japan’s markets and financial system.

Navigating Japan Equities: Monthly Insights from Tokyo (March 2022)

SHARE THIS This month we discuss how higher long-term yields could impact Japanese stocks; we also focus on how robust exports could play a role in boosting the country’s long stagnant wage growth.

Navigating Japan Equities: Monthly Insights from Tokyo (December 2021)

SHARE THIS We assess Japan PM Kishida’s record stimulus package and its potential implications for the pandemic-hit economy; we also gauge what the new political administration could mean for the Japanese capital markets currently undergoing...

New Zealand Equity Monthly – September 2023

SHARE THIS New Zealand equities continued to see weakness in September, with the market falling by approximately 3%. This partly reflected broader volatility given that the Australian market declined by about 4% and US equities saw a fall of...

New Zealand Equity Monthly – July 2023

SHARE THIS The devastation from the tropical cyclone and flooding that struck New Zealand’s North Island in February 2023 was a reminder of the increasing need to mitigate extreme weather events and to take stock after they strike.

New Zealand Equity Monthly – May 2023

SHARE THIS The Reserve Bank of New Zealand’s decision to have the Official Cash Rate (OCR) peak at 5.5% surprised the market, which had started to price in a peak of 5.75% or 6.0%. The lower-than-expected peak in the OCR is positive for equities as...

New Zealand Equity Monthly – February 2023

SHARE THIS Bonds have been attracting more attention from investors recently in view of their higher yields and the possibility of capital gains. In addition, as equities have lost their shine for now amid higher interest rates, bonds are expected to...

New Zealand Equity Monthly – November 2022

SHARE THIS The cost of living and the cost of doing business are still weighing down on New Zealand’s consumers and companies as the end of 2022 approaches. On the corporate side, New Zealand’s companies continue to grapple with wage inflation driven...

China Equity - Tech Powerhouse

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China Equity - Middle Class Leverage

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China Equity - One Belt, One Road

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China Equity - Centrally Planned Economy

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China Equity - New Growth Model

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China Equity - Global Leadership

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China Equity - Why Now

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China Equity - Intro video

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Global Equity

Asian Equity