To build a home
Chartology
Onwards or upwards?
market snapshot
Fearful markets brace for further hikes
Fast reading: Turbulence in commercial real estate (CRE) has increased this year amid concerns about the impact of soaring interest rates on the sector. As real estate market ‘corrections’ are a regular feature of the property market, institutional investors may try to seek out cycle-agnostic investment strategies. Equites headed downward this week as investors braced […]
A forced hand
market snapshot
Beyond re-opening: the long-term trends to watch in China
Optimism that China’s scrapping of its strict zero-Covid controls would boost the global economy has been tempered by weaker-than-expected data in May on retail sales, industrial output, and investments. But this short-term blip needs to be viewed in the context of the vast technological and demographic shifts underway in the world’s second largest economy that […]
Investors size up far-reaching implications of AI boom
market snapshot
Financial stability concerns back to the fore
Ahead of the Curve
Will the latest rate hike be the last?
market snapshot
Why now is the right time to invest in China
Fast reading Concerns around China’s handing of the Covid pandemic and volatility in the country’s property market has weighed on the valuation of Chinese equities, which are trading at discounts not seen for more than two decades. The government’s abandonment of its strict zero-Covid policy at the turn of the year should provide a boost […]
Banking woes take centre stage
market snapshot
