Market Watch

With the Hang Seng and Shanghai Composite Index rallying in the past few sessions, we ask Carlos Casanova, Senior Economist, UBP if this means that the concerns over a slowing economy in China are unwarranted. We also ask if the Fed has managed to pull off the amazing feat of getting the economy to achieve a Goldilock's moment.

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With 80% of S&P500 companies reporting numbers better than expected, will earnings till surprise on the upside in coming quarters? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us his views whilst weighing in if there are still buying opportunities in Hong Kong and China even after the recent rally.

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With the Federal Reserve maintaining the mantra of “Higher for Longer” with a strong US economy and sticky inflation, what does this mean for policy rates? And subsequently its implications on Asian rates and currencies. Ang Beng Kuan, Head of Investments, Hong Leong Islamic Asset Management tells us whilst weighing in on what fixed income investments are a good alternative to cash?

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The Hang Seng Index has enjoyed a strong rally but does it still have legs? Kingsley Jones, Chief Investment Officer, Jevons Global weighs in on this whilst giving us his views on Apple's recent results. We also also examine the results of the 80% of companies on the S&P500 that reported and if that will fuel markets further.

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Although the Fed has signaled that a rate cut is pending, is a hike actually impossible if the economy doesn't cool fast enough. Tim Mulholland, President, TJM Limited, Chicago gives his perspective whilst weighing in on the results of the magnificent seven which have been mainly above expectations.

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The US Federal Reserve has indicated that it doesn't plan to cut interest rates until it is more confident of inflation is convincingly under control. This is after it maintain the current two-decade high rate at around 5.3%. Vishnu Varathan, the Head of Economics & Strategy at Mizuho Bank analyses this decision as well as shares his insights on the current weakness of the Japanese yen.

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Markets are not expecting the Federal Reserve to cut rates this Wednesday but have they engineered a soft landing? Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his opinion whilst weighing in on the Yen which has hit a 34 year low against the US dollar.

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US markets staged their best weekly rally on the back of strong earnings from Alphabet and Microsoft. Is it time to still buy the AI theme? Yeap Jun Rong, Market Strategist, IG International tells us whilst weighing in on whether the Japan's Ministry of Finance will intervene to support the Yen after it hit a 34 year low against the US dollar.

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Four out of the Magnificent 7 tech stocks have reported quarterly earnings. Mish Schneider, Chief Strategist, Market-Gauge.com tells us how much of a divergence are we seeing in terms of performance and why these results still matter in spite of the Fed keeping pat on rates.

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Meta, Boeing and Ford were some of the major US companies reporting earnings results overnight. Tony Nash, CEO of Complete Intelligence joins us to analyse how investors responded along with how commodities like gold and crude oil performed onvernight, along with how the Japanese yen has plumbed multi-decades lows against the US dollar.

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There is increasingly speculation that the federal reserve might be raising rates with the US economy showing no signs of a slowdown. We ask Carlos Casanova, Senior Economist at UBP if that theory is a possibility. We also ask what impact a strong dollar has on emerging markets and will it force the hand of central banks to raise rates too?

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Last year alone, approximately 14 million electric cars were sold, with BYD and Tesla fighting for the top spot in the sector. But even with price cuts, the overall market has dwindled. Ray Kwok, Director , CGS International Securities Hong Kong shares with us the future of the market and who might come to dominate.

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As we head into the thick of US reporting season, we ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management which matters more; earnings or Fed Fund rates. We also ask if it's too early to write off Japan and Korea which has seen heavy selling of late as investors lock in gains.

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On a year to date basis the Jakarta Composite Index has underperformed its regional peers despite the many domestic catalysts and political stability. We ask Jerry Goh, ASEAN Equities Investment Manager, ABDRN what investment strategy to adopt against the backdrop of the weakening Rupiah.

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Although unemployment remains low, consumer sentiment has been weighed down by rising cost of living pressures and the weak Ringgit. As for consumer companies, the sharp rise in input cost from fuel to more expensive commodities like cocoa and sugar have meant that margin compression is a concern. We speak to Genevieve Ng, Consumer & glove analyst at MIDF Investment Bank for an outlook on the consumer sector and what the top buys are.

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Its a big week for US results with almost 180 companies on the S&P500 due to report. We ask Kingsley Jones, Chief Investment Officer at Jevons Global as to how important is this earnings seasons and what does the economic data tell us about Fed Fund rate cuts. We also ask him if Australia will be the lucky country again with investors as the returns have been rather anemic for 2024 so far.

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US equities and Treasuries continued their sell off this week after the realization that the Fed mantra of higher for longer is here to stay. Tim Mulholland, President, TJM Limited, Chicago tells us if volatility is here to stay and how we should position for that.

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With the US economy continuing to show growth month on month, questions arise as to when the first Fed Fund rate cut will take place. Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia helps us answer that question and what this means for global bond markets including Malaysia.

This Market Outlook is brought to you by Principal Asset Management

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The US Fed's job has been made more complicated by the sticky inflation readings and robust economic data, with Fed Chair Jerome Powell indicating that rates could stay higher for longer. How will this affect emerging market economies? We get analysis from Vishnu Varathan of Mizuho Bank.

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China’s gross domestic product (GDP) grew 5.3% in January-March from the year earlier, higher than the Reuters poll for a 4.6% increase. We ask  Jack Kouzi, Director for Strategy, VFS Group. if the worse is over for its economy and what then is the investment strategy to adopt in China.

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Geopolitical tensions and Fed Fund rate cuts remain the preoccupation of markets in recent days but the sharp correction has put into question whether the US rally is over. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his perspective and does this mean that its time to consider safe haven assets.

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Chinese equities have recovered from the low's seen in early March driven by a series of market popular measures and better economic data. However is this mini rally sustainable. Yu Junqiang, Fund Manager for Equities from Hong Leong Asset Management tells us whilst diving into the best investment strategy to adopt.

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Three major banks reported their results with all sounding more cautious of the outlook. Will this be reflected in the rest of US result season and what does this say about the economy. Clifford Bennett, Independent Economist tells us whilst we ask whether there will be any fallout in markets from Iran's attacks on Israel.

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Result season starts in the US with high expectations for the earnings growth of the magnificent 7. Tony Nash, CEO, Complete Intelligence tells us if there is a likelihood for disappointment and what would be the consequence of it.

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Bond yields rose to a 2024 high with 10 year Treasuries rose to 4.42%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what markets are telling us about the Fed Fund rate and if markets correct, what are the buying opportunities.

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With US March job numbers and manufacturing data exceeding expectations and further denting hopes of an early rate cut, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about whether this is time to shift your portfolio in US equities.

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The world's largest democracy heads for elections this April. Will that derail the strong outperformance of India's equity markets? Pramod Amthe, Head Of Institutional Equity Research at InCred Capital tells us whilst weighing in the decision of the RBI on their REPO rate.

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Markets corrected sharply in anticipation that the Federal Reserve may not be cutting rates as aggressively in 2024, no thanks to a hot economy and sticky inflation. Tim Mulholland, President, TJM Limited, Chicago tells us what this means for markets and if there are other assets to consider.

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OPEC + chose to maintain their oil supply cuts for the first half of the year, which means that roughly two million barrels a day of output cuts will remain in place until the end of June. This has pushed prices to USD90bbl. Kong Ho Meng, Senior Analyst at Uob Kay Hian Research tells us if these prices are sustainable and what impact it has on the domestic players.

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Fed Chair Jerome Powell has reiterated that the central bank is on track to cutting rates this year although the pace and quantum remain uncertain. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank gives us his perspective on this and why is gold hitting record highs if the market is in high risk mode.

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In past years, Malaysia was an unloved market but in recent months, that has changed with the FBMKLCI up 6% on a year to date basis. Gerald Ambrose, Chief Executive Officer of Abrdn Islamic Malaysia tells us the reasons for this mini rally. We also ask him if there is still upside pontential and what would be the catalysts.

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China's manufacturing PMI in March exceeded expectations, coming on the back of upbeat export and retail sales data. How sustainable is this trend? Jack Kouzi of VFS Group weighs in on the outlook for Chinese equities and the names worth buying into.

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US corporate result season starts again and we check in with Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management for his outlook. We also take a look at the recent ISM report and what this means for the Fed Fund rate.

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China's official manufacturing purchasing managers index rose to 50.8 from 49.1 in February, the best reading since March last year which also beat analysts’ forecast of 50.1. We ask Song Seng Wun, Economic Advisor, CGS International Securities for what these numbers means for the economy and who could be the beneficiaries.

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The S&P 500 has been on a bull run, but there's growing speculation that equity gains may be reaching a plateau. We ask Tony Nash of Complete Intelligence on the data indicators to watch, as well as the trends affecting commodities, cryptocurrencies and the Japanese asset market.

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Asset prices all around the world are moving up at the same time - from stocks to gold to Bitcoin. What factors are driving the appreciation, and how sustainable is it going to be? We discuss the trends with Vishnu Varathan of Mizuho Bank.

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The Malaysian construction sector ended 2023 on a high, with total construction work value reaching RM132 billion ringgit, the highest in 4 years. Can this momentum be sustained in 2024? We discuss the outlook for the sector with Chong Tjen-san of CGS International Securities.

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Last week saw the US Federal Reserve maintaining interest rates but signalling at least 3 reductions are imminent. Meanwhile, the Bank of Japan has finally ended an era of negative interest rates. Luca Santos, a currency analyst at ACY Securities helps us understand the impact these decisions have had on the USD and JPY and what the future may hold for their values going forward.

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The US Fed’s preferred gauge of underlying inflation, the PCE Indicator, is due to be released this week. How might the latest data affect the projections for interest rate cuts in the coming months? We discuss this and other market trends with Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management.

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What explains the increase in copper and silver despite China's muted manufacturing sector? Kingsley Jones of Jevons Global explains the factors driving commodity prices, and weighs in on Apple's outlook in light of legal challenges.

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The Singapore Straits Times Index has been increasing gradually in the last few days and might even tip into positive territory on a year to date basis. We check in with Geoff Howie, Market Strategist at SGX for an update and might the economy surprise on the upside?

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Many market observers are of the view that the goldilocks moment has been achieved by the Federal Reserve with their twin mandates intact without causing a recession. Tim Mulholland, President, TJM Limited, Chicago tell us his perspective whilst weighing in on the recent rally in markets, gold and even bitcoin.

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The Fed kept rates on hold as expected yesterday at between 5.25 to 5.5%. We ask Michele Schneider, Chief Strategist at Market Gauge for her perspectives on what this means for the economy and markets as it appears that the central bank is on track for three rate cuts in 2024.

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Recent data points point to a recovery in the Chinese economy with the equity markets taking note as the Shanghai Composite Index is up 3% on a year to date basis. Jack Kouzi, Director for Strategy at VFS Group tells us where are the opportunities in the market whilst weighing in on the potential headwinds.

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With the inflation print higher than expected in the US, will the Federal Reserve actually raise rates this year as opposed to market expectations of three rate cuts. Laurent Lequeue, Independent Market Analyst, Writer at The Macro Butler Newsletter gives us his perspective whilst telling us where to park our money if its risk off mode.

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The Vietnamese equity market is up 12% on a year to date basis. The country has in place the right ingredients for an economic boom like the +1 strategy and a growing middle class but what is a good investment strategy for a frontier market like this? Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us that answer whilst also explaining why the FBMKLCI is another outperforming market.

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This week is a busy one for central banks but attention is focused on Japan and US as both are likely to take opposite positions in their monetary policies. Clifford Bennett, Independent Economist gives us his perspective and what this means for global economies.

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US has started to become expensive, trading at 21x PE, so is there still value to be found? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management gives us his perspective whilst taking a closer look at the Hong Kong and China markets.

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The FBMKLCI has defied expectations to rise 6% on a year to date basis but does this rally still have legs? And does the recently concluded result season gives us clues to this.  Chehan Perera, Head of Research and Strategist at CGS international gives us the answers whilst telling us what his buy ideas are for Malaysia.

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We appear to be living in strange times as almost all asset classes are up in tandem. We ask Tony Nash, CEO of Complete Intelligence to explain this conundrum and how to invest in these confusing times.

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February's CPI print of 3.2% was higher than expected, yet US markets hit new highs. We ask Song Seng Wun, Economic Advisor at CGS International Securities in Singapore to explain this conundrum whilst asking him if he is a bear or bull on Chinese equities post their Two Session meetings.

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The market is beginning to expect the Bank of Japan to finally raise rates after decades of ultra low rates. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management his expectations and what that means for the Japanese equity markets whilst also discussing why the Euro is strong when the European economy is not.

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The banking system is seen as a barometer of the economy. What then does the recent corporate results and banking statistics from the central bank tell us? Chan Jit Hoong of Hong Leong Investment Bank gives us his perspective and also his top picks for the sector.

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The recent market rally in the S&P500 and Nasdaq is driven by a handful of stocks. Should we be concerned about the concentration risk? Kingsley Jones, Chief Investment Officer of Jevons Global tells us whilst we ask if there are other investment opportunities to consider like Australia.

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Nasdaq and S&P500 hit new record highs again but those gains are not broad based. In fact among the Magnificent 7, Apple and Tesla have been laggard with negative price performance on a year to date basis. We ask Tim Mulholland, President of TJM Limited, Chicago if it's time to bottom fish.

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Jerome Powell had told lawmakers that the Fed is in no rush to cut rates until they have won their battle against inflation. What does this mean for the the pace and quantum of Fed Fund rate cuts? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his perspective and what a Trump Presidency might mean for the world economy.

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At the National People's Congress, China’s government set a GDP target of five percent for 2024. We ask Jack Kouzi, Director for Strategy, VFS Group if this figure is achievable and if this will satisfy investors as market appear to be unconvinced.

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Singapore also recently concluded their 4th quarter result season. However, investors appear unimpressed as the Singapore Straits Times Index is down 4% on a year to date basis. What then is the best strategy to adopt to pick the winners and what are the headwinds it will face in 2024? Adrian Loh, Head Of Research at UOB Kay Hian Singapore tells us his views.

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As China's annual Two Sessions meetings take place this week, are there any signals that could revive foreign investor confidence in Chinese equities? We discuss this and other market trends with Joe Quinlan, Chief Market Strategist with the US Trust-BOA Private Wealth Management.

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With the pandemic over, the fight for the tourist dollar is intensifying in this region with Malaysia, Singapore and Thailand offering visa free travel for Chinese and Indian tourists. Singapore has even upped the ante by offering incentives to Taylor Swift to hold her shows only in the city state. Yin Shao Yang, Associate Director at Maybank Investment Bank analyses how the aviation and gaming sectors might perform this year.

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The S&P and the Nasdaq powered to record highs on Friday - why is upward momentum on U.S equities so strong despite slowing consumer sentiment and confidence in the economy? Markets analyst Tina Teng weighs in on what's influencing the US markets rally, and other regional trends to watch. 

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On a year to date basis, the FBMKLCI Is up more than 6%, one of the better performing markets in Asia. We ask Imran Yusof, Head of Research, MIDF as to the reasons for this and also his views of the recently concluded corporate result season. We also ask him for his top buy calls for Malaysia in 2024.

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Markets rallied on the back of inflation data that was in line with expectations but will that exuberance last? Shane Oliver, Chief Economist, AMP Capital tells us his views whilst weighing on the Australian economy and its correlation with China.

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With US market valuations getting expensive due to the recent rallies, we ask if there are other markets which are undervalued and offer more upside. Tony Nash, CEO of Complete Intelligence gives us that answer whilst telling us if India will benefit from this 1+1 strategy.

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Chinese equities markets rebounded strongly after the Lunar New Year holidays on the back of stimulus. Carlos Casanova, Senior Economist, UBP tell us if this momentum can continue as we await PPI data that will be released on later this week. He also shares his views on the Ringgit and is the claims of its weakness exaggerated?

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With the benchmark Stoxx 600 index reaching a two-year high, European markets look bullish with opportunities abound. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management breaks down the underlying themes, and weighs in on the UK including the FTSE and Sterling Pound.

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Since the beginning of the year, the Chinese government has been introducing stimulus measures almost on a weekly basis. We speak to Kingsley Jones, Chief Investment Officer at Jevons Global if this means it is time to bottom fish the Chinese equity market. We also look at the other potential winners of AI other than the obvious winner, Nvidia.

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On the back of Nvidia's results, technology stocks had another boom propelling US markets to new highs. We ask Tim Mulholland, President, TJM Limited, Chicago if this boom is reminiscent of the internet boom in 2000.

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Thailand and Indonesia with new heads of state are both proposing a raft of goodies but can government coffers afford to? Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us his views whilst weighing in on the most recent FOMC minutes.

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The US stock market rally has been propelled by the performance of the magnificent 7, in particular Nvidia. We ask Laurent Lequeue, Independent Market Analyst and writer of the Macro Butler Newsletter if there are equivalents in Asia. We also ask him if the Japanese equity market still has legs after a good run in 2023 and also so far for 2024.

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US markets continue to rally on the back of strong tech earning and the AI theme. However what could derail this? Yeap Jun Rong, Market Strategist at IG International tells us the roadblocks to watch out for and why Europe remains the laggard market.

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With a theme of "Building Our Shared Future Together", Singapore tabled an expansionary Budget that was inclusive and had goodies for all. Thilan Wickramasinghe, Head of Research, Singapore, Maybank Investment Bank tells us which sectors stands to benefit and will it boost the STI which has been a laggard on a year to date basis.

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U.S markets ended in the red last week over concerns that interest rates will run higher for longer. Will equities rebound this week, or are there further externalities that might continue to pull stocks down? Independent economist Clifford Bennett weighs in.

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Japan has slipped into a technical recession but the equity market has continued to rally. Kingsley Jones, Chief Investment Officer, Jevons Global explains the contradiction. We also look at the Australian equity market if there are gems to be found despite an economy that is titled towards China.

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Investor excitement over AI has been driving up valuations of tech stocks, but to what extent is this optimism substantiated? Tony Nash of Complete Intelligence weighs in on the sustainability of the tech rally, as well as the outlook for Fed monetary policy, among others.

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US inflation is proving stickier than expected leaving the Federal Reserve in a conundrum as to when to start cutting rates. What does this mean for Asian economies and their currencies? We explore this issue with Carlos Casanova, Senior Economist, UBP.

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With a consensus GDP forecast of just 0.2% for 2024, Germany appears to have lost its crown as the economic powerhouse of Europe. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management explains the decline and if the US rally still has legs.

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The S&P500 is inching close to 5000 as big tech continues to rally in anticipation to rate cuts. But is this rally overdone? Tim Mulholland, President, TJM Limited, Chicago tells us his views and what could still be the overlooked investment ideas.

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Recent statements from the U.S Fed indicate that they may be pulling back from an earlier dovish pivot to aggressively cut rates. How has this affected sentiment on U.S Dollar assets like Treasury Bonds and the Greenback. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us whilst weighing in the upcoming Chinese IPI and inflation data.

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This week, China tightened some restrictions on short selling for domestic and offshore investors. Jack Kouzi, Director for Strategy, VFS Group tells us if this is a step in the right direction to boost the equity markets whilst giving us his views on the property sector and if resolution is in sight.

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Fed Chairman Jerome Powell has gone on record saying that the Central Bank is being careful not to reduce rates too soon. Yeap Jun Rong, Market Strategist at IG International tells us what this means for markets and how many cuts we can expect in 2024.

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The fortune of Chinese equities is in direct contrast to US equities which has continued to rally. We ask Song Seng Wun, Economic Consultant at Financial Services Firm, CGS International if it's time to bottom fish for that market. On the flip side, we also ask him if he is concerned by the US equity rally which still appears to have legs.

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US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us that answer, whilst weighing in on Indian equities which had a very good run in 2023.

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The FOMC’s decision on rate cuts at their meeting tomorrow comes amid mixed job data and economic expansion in the US. Carlos Casanova, Senior Economist at UBP weighs in on why the FED might stay static, as well as his take on the Evergrande liquidation court order in Hong Kong.

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On Monday, a Hong Kong court ordered property giant China Evergrande Group’s liquidation. The developer is the biggest casualty of a real estate crisis that continues to weigh on China’s embattled economy. Brock Silvers, Chief Investment Officer of Hong Kong-based Kaiyuan Capital tells us what this ruling means for investors and the Chinese economy.

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This week, five out of the Magnificent Seven will be releasing their results. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management gives us his expectations of their earnings and impact on the market. We also ask him for his first hand reactions to the Evergrande liquidation order by the Hong Kong courts.

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US tech titans like Microsoft and Amazon, energy stalwarts like Exxon-Mobil, reveal their latest earnings. Meanwhile, commodities like coal and iron ore have taken a beating while gold remains stuck around the USD2,000 support level. Kingsley Jones, Chief Investment Officer at Jevons Global shares his view on what he thinks might make waves.

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The US economy’s fourth-quarter growth beat forecasts with GDP increasing 3.3% on an annualised basis. This means for all of 2023, the economy expanded 2.5%. Tim Mulholland, President at TJM Limited, Chicago, helps us analyse what this means for future action from the US Federal Reserve as underlying inflation also rose 2% for a second straight quarter, in line with its own target.

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China’s markets are in the doldrums, exacerbated by a lack of policy direction from the government and central bank. Jack Kouzi, Director for Strategy, VFS Group gives us his insights on potential catalysts for an upward recovery, whilst giving his comments on the expected US Fed rate cuts.

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The Japanese equity after a strong run last year continues to rally in 2024, up 10%. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if there is still upside or perhaps time to lock in some of those gains. We also take a look at the German economy to understand why it is dragging down the Eurozone when it used to be the industrial powerhouse of Europe.

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Palm oil prices have been projected to rise this year, with the Malaysian Palm Oil Council predicting an average trading price of RM4000. Is there cause for this optimism? We look to Alvin Tan, analyst at Bloomberg Intelligence for his sector outlook.

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The ringgit continues to depreciate against most major currencies. We check in with Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to the reasons for this whilst we get his views on the recent US University of Michigan’s Survey on consumer confidence.

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Last year we saw the rebound of tech stocks from a disastrous 2022, with the buzz around A.I. dominating the industry. Does the A.I. theme still have legs in 2024? We ask Jonathan Curtis, Chief Investment Officer, Franklin Equity Group whether we should buy into the mania around this space, and whether there are similar opportunities in Asia. 

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Singapore banks were the laggards in 2023 and their weak share price performance was in part responsible for for the weak year to date performance. Geoff Howie, Market Strategist at the Singapore Exchange give us his outlook for the banking sector whilst weighing in aviation stocks in the region.

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Despite the NASDAQ in negative territory on a year to date basis, the market appears to still favour AI related counters. Tony Nash, CEO, Complete Intelligence tells us if this is hype, or a trend that has staying power.

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ASEAN was the laggard market in Asia, with Thailand, Malaysia and Singapore dragging the performance for the region compared to the likes of Japan and Korea. However will 2024 be a different story?  Andrew San, Head of ASEAN Equities, Amundi Malaysia gives us his outlook for regional equities.

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Premier Li at the World Trade Forum, said that China’s economy grew at 5.2% in 2023 surpassing their official target for the year. We find out from Carlos Casanova, Senior Economist, UBP, the reasons for this better than expected number and if the positive momentum will carry through in 2024.

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With the war in Gaza potentially escalating after attacks on Houthi rebels, oil prices have surprisingly not risen significantly. We ask Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management why and if our money should be invested in real gold instead.

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The Chinese smartphone sector has seen more than 30 months of downward earnings revision and sharp price corrections on the back of slower shipments due to weaker consumer sentiment and 4G to 5G migration in Emerging markets. Ray Kwok, Director, Research Department at CIMB CGS tells us why he is upgrading the sector and his top picks.

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