Investment insights

Weekly updates in three charts

Weekly Market Wrap | 30 December 2022

Souce: The Big Picture, Historical Average of Christmas Rally, Santa Claus Rally and Average  No Santa Claus Rally in December? The Santa Claus Rally refers to a seasonal stock market trend that typically occurs during the last five business days in December and first two days of January. During this period,...

Weekly Market Wrap | 23 December 2022

Bank of Japan shocked financial markets by finally raising interest rates For the past 20 years, Japan has kept interest rates at zero in its battle against deflation. However, this week Tuesday, in a shocking move, it has finally deviated from its stance. The Bank of Japan (BOJ) hiked interest...

Weekly Market Wrap | 16 December 2022

US Fed raise interest rates (again) The Federal Reserve (the Fed) hiked interest rates by 50 basis points on 14 December, bringing its key rate to the 4.25%-4.5% range. Investors were indeed expecting a smaller hike after recent CPI data showed signs that past hikes have been working.  Does this mean...

Weekly Market Wrap | 9 December 2022

China eases Covid restrictions The double whammy of supply shortages and the country’s strict Covid rules in the past few months have challenged the narrative that China is the world’s factory. In November 2022, exports took a hit, contracting 8.7% compared to the same time last year - over double...

Me and My Money: Taking a core-satellite approach to investing

This article was first published in The Straits Times. 

Weekly Market Wrap | 4 November 2022

The Federal Reserve hikes rates by 0.75% for the fourth consecutive time; Elon Musk takes the reins at Twitter

Weekly Market Wrap | 28 October 2022

US GDP records Q3 growth; Sunak calms markets; Big Tech tumbles

Weekly Market Wrap | 14 October 2022

US CPI runs hot; CCP’s Party Congress; assets that keep pace with inflation

Weekly Market Wrap | 7 October 2022

US job growth remained robust in September; impact of the rising dollar on S&P 500 companies

Weekly Market Wrap | 30 September 2022

10-year Treasuries hit 4%; an unexpectedly strong labour market; UK economy in shambles