Investments
October 12, 2023
Rational Responses Amidst Soaring Oil Prices and Regional Tensions
Although oil prices surged by 5% following the unexpected attack by Hamas on Israel over the weekend, investors should avoid knee-jerk reactions.
Last Saturday, Palestinian Islamist group Hamas launched the largest military assault on Israel in decades. Hundreds of Israelis were killed starting off a wave of retaliatory Israeli air strikes on the Gaza Strip.
At the time of writing,
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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 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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January 12, 2023
As we progress into the New Year and global investors review their portfolios for the upcoming 12 months, I believe the economic peak opportunity will likely be towards the end of the first quarter.
Until that time, we’ll see rising unemployment and central banks will likely maintain their aggressive language in a bid to curb inflation – which should be down sharply from current levels by then. Particularly as demand for staff is declining rapidly, helping to ease wage
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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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November 29, 2022
Although stock markets across the globe have been spooked over the recent protests in China against the government's zero-Covid policy, investors must be prepared for an imminent sharp rebound.
Thousands took to the streets after 10 people lost their lives in a fire in a high-rise block in Urumqi, western China, last Thursday. Many are of the opinion that the strict Covid restrictions contributed to the fatalities.
As Asia trade opened on Monday, the Hang
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November 4, 2022
The Bank of England is deliberately driving Britain into a recession, and you need to act now to safeguard your investments.
The key rate was increased by 75 basis points on Thursday, moving up from 2.25% to 3%, the highest seen since 2008.
Of course, and as I was quoted by The Daily Express, Fintech Finance News, exchangerates.org.uk and Fortune Herald, amongst other media, the Bank of England is in a difficult position, tightening monetary policy after inflation reached a
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September 22, 2022
With the Federal Reserve meeting underway, investors shouldn’t panic about the latest announcement and stick to basic investment fundamentals.
During this two-day meeting, it’s widely predicted the U.S. central bank will hike rates by a further 75 basis points.
Once again, we can see the Fed is driving investor sentiment, stock markets and decision-making.
As I was quoted by MSN Money, Financial Mirror StockHead and Financial Express, amongst other media, only last week
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August 30, 2022
Trade relations between the United States and China have just been given a considerable boost following last week’s agreement between the two nations which allows U.S. regulators to inspect the audits of Chinese firms whose stocks are traded on U.S. exchanges.
In a lengthy dispute, U.S. regulators had pledged to eliminate Chinese companies from U.S.-based stock exchanges if China doesn’t permit inspections.
To my mind, this tentative agreement is certainly positive news.
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