Investing
September 25, 2023
It’s been a full-on week for central banks this week, with monetary policy firmly in the spotlight.
The US Federal Reserve kicked off proceedings with Wednesday’s meeting. It kept rates steady with the lower bound at 5.25% and the upper bound at 5.50%. However, is prepared to hike rates again in November.
As the move was widely forecast by analysts and priced in by markets, investors were more interested in what Chair Jerome Powell and Fed policymakers signalled for
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September 14, 2023
Shareholder Surge, Valuation Recovery Remains Elusive
Tuesday’s Apple iPhone 15 event will boost prices for shareholders but won’t be enough to recover its stock market valuation. A valuation which declined by over 6% or close to $200 billion in two days last week.
Reports that government workers in China have been banned from using iPhones led to a drop in stock prices.
The latest iPhone showcase, 'Wonderlust,' will unveil new hardware on
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August 16, 2023
As the latest inflation data confirmed, China fell into deflationary territory in July, with consumer prices down 0.3% from last year. Investors worldwide need to prepare for the fallout and revise their strategies.
China's government has been minimising deflation fears, with People's Bank of China and National Bureau of Statistics officials saying there is no foundation for long-term price drops.
As I was quoted by CBS News, amongst other media,
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July 4, 2023
Investors will face three key challenges during the remainder of the year: inflation, a slowing global economy and high stock valuations.
Now we’re in the second half of the year, investors will be studying the market outlook, macro risks and forecasts.
As I talked about on CNBC Africa and was quoted by Advisorpedia and Mena FN, amongst other media, up to now, 2023 has been a better year for economies around the world than many had forecast. That
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July 3, 2023
International investors are due to boost their exposure to Japanese stocks or consider adding them to their portfolios for the first time this year as we see the country’s stock markets hit levels not reached since 1990.
Indeed, the Nikkei 225 has surpassed the 30,000 mark, which hasn’t been done in more than three decades.
As I explained in columns I wrote for Asia Times and Newsmax earlier this month and was quoted by Advisorpedia, Value
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June 22, 2023
Stock markets will likely fall over the summer, giving investors a key buying opportunity to boost their portfolios.
UK inflation surpassed expectations last month, with consumer prices rising by an annual 8.7%, significantly higher than the Bank of England’s 2% target.
And in the US, Federal Reserve Chair Jerome Powell confirmed that rate hikes should be expected as inflation is “well above” where it should be.
Indeed, Mr Powell stated:
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June 8, 2023
Despite high-profile market commentators highlighting investor rewards for the so-called ‘Magnificent Seven’ stocks - which make up around 90% of gains on Wall Street’s S&P 500 in 2023 –they’re not a silver bullet for investors.
The stocks being promoted are Apple, Microsoft, Nvidia, Amazon, Meta, Tesla and Alphabet.
As I was quoted by Mena FN, Investor Ideas, Financial Express, Value Walk, Forkast
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May 11, 2023
Following the release of April's latest US consumer price index data, volatility will be prevalent throughout the markets this summer as investor speculation over the Fed's interest rate policy increases.
The latest data out on Wednesday revealed that US CPI declined to 4.9%, which is lower than forecast.
Therefore, investors will be asking themselves, 'What's next'?
As I was quoted by Proactive Investors, Mena FN and Investor Ideas, amongst
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April 12, 2023
During a week of key economic data, including inflation reports for the US and Germany and the IMF’s latest world economic outlook, investors need to prepare for significant volatility in global markets during Q2.
As it stands, bond markets and stock markets are not singing from the same hymn sheet.
As I was quoted by MSN, Newsmax, Mena FN, Investor Ideas and Financial Express, amongst other media, bonds are indicating a long and/or deep
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April 2, 2023
This week, the breakup of Chinese mega-conglomerate Alibaba marks the beginning of a series of enormous opportunities for global investors in China.
On Tuesday, the business empire – founded by Jack Ma – announced it is planning to be divided into six units and look into fundraisings or listings for the majority of them.
Alibaba is a multinational tech conglomerate operating several e-commerce, retail, and tech businesses, including payment systems,
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February 13, 2023
Comments from Federal Reserve Chair Jerome Powell this week will likely kick start a year of important opportunities for global investors.
Following last week’s “extraordinarily strong” U.S. jobs report, Powell delivered his first comments during a question-and-answer session with David Rubenstein of the Economic Club of Washington, stating: “We didn’t expect it to be this strong.”
As I was quoted by Forbes, Newsmax, Yahoo Finance, MSN, Mena FN,
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January 4, 2023
It’s 2023, Happy New Year! What’s in store for the year ahead for investors?
We expect there to be four principal investment themes investors will be focusing on and positioning for this year to grow their wealth.
Last year, global stock markets declined by as much as 18% on average, whilst bond markets – typically seen as a safe haven during periods of volatility – have fallen by an average 12%. Speaking of corrections, the crypto one in 2022 was especially
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