ESG: Putting your money where your mouth is
It is naive to point out that it is all about money, but in the case of international relations – and of business and investing – making the world a better place doesn’t trump a pay cheque. It seems impossible...
The housing market is facing risks this year, but here’s why it’s not all bad news for buyers
With spring on the way, many home buyers are starting their hunt for a new home. But with the housing market in transition, will they be able to find what they’re looking for? Thus far this year, the 30-year-fixed has...
Libor transition: Surge pricing
Benchmark surge: the perfect storm When Euromoney was researching a feature in August on the market’s transition away from Libor, one portfolio manager was keen to impress upon us the importance of the fact that the US replacement rate (Sofr...
A tech bear starts to ‘creep out of the bunker’ and says the Nasdaq could outperform the market
Technology investor Paul Meeks is no longer avoiding the group that made him famous on Wall Street. Meeks, who ran the world’s biggest tech fund for Merrill Lynch in the late 1990s and early 2000s, expects the tech-heavy Nasdaq to...
‘This is the fight of our lives,’ Elizabeth Warren says as she formally launches her 2020 presidential bid
Democratic Sen. Elizabeth Warren formally launched her presidential campaign on Saturday at a rally in her home state of Massachusetts, marking the final step in a process that had been underway for months. Warren made little secret for years of...
Dollar Emerged as Strongest in a Bad Batch on Global Slowdown Worries
Dollar ended last week as the strongest ones, mainly due to weakness elsewhere. Worries of global slowdown, or even recession, sent Germany and Japanese stocks sharply lower. Global treasury yields also tumbled on safe haven demand. Adding to that, renewed...
Why has Islamic finance stalled in Singapore?
Sultan Mosque in Singapore It is 14 years since Singapore’s then senior minister Goh Chok Tong announced the government’s intention to make the island state a hub for Islamic finance. The years since have seen a revamp of the regulatory...
Trump’s disruptive foreign policy will be tested in four major ways this month
February brings the most significant series of tests yet of whether President Trump can transform his disruptive U.S. foreign policy into concrete outcomes. The four to watch most closely are: negotiating a trade deal with China denuclearizing North Korea rallying...
How to Understand and Use Opening Range Breakout Strategy
Key points covered in this podcast What is the opening range? Why the opening range bias is a useful trading tool to have at your disposal How opening ranges work on multiple timeframes The opening range breakout strategy is a...
China Weekly Letter – Trump Backtracks on Xi Meeting, Growth Bottoming in Q1
Donald Trump has changed his mind on Xi Jinping meeting after warnings from his advisers. Steven Mnuchin says his team is putting in an enormous effort to meet the deadline and China has made more concessions. Our China Leading Indicators...
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