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![Rainbow after the storm](https://static.wixstatic.com/media/10b0e4_cea8c6c7194249a98b0196af7bcf2bfc~mv2.png/v1/fill/w_514,h_301,fp_0.50_0.50,q_95,enc_auto/10b0e4_cea8c6c7194249a98b0196af7bcf2bfc~mv2.webp)
Aug 22, 20241 min read
Rainbow after the storm
The Stock Exchange of Thailand (SET) was one of the worst-performing markets since 2023, largely due to political issues affecting the...
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![Tokyo Bank Stocks vs. Treasury Yield](https://static.wixstatic.com/media/10b0e4_e63a13d63f1f4c24b51cac1fbcaf6c85~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/10b0e4_e63a13d63f1f4c24b51cac1fbcaf6c85~mv2.webp)
Aug 16, 20241 min read
Tokyo Bank Stocks vs. Treasury Yield
Chart : JCB 10-Year (red line) versus TOPIX Bank Index (RHS) (Source: Yahoo Finance; Avian Capital) The chart above illustrates a...
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![Carry trades](https://static.wixstatic.com/media/10b0e4_adf549c5e559400fbddbba5673979f65~mv2.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/10b0e4_adf549c5e559400fbddbba5673979f65~mv2.webp)
Aug 6, 20242 min read
Carry trades
We believe that the past few days of market declines can be attributed to low US employment numbers and the unwinding of Yen carry...
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![Food for thought](https://static.wixstatic.com/media/10b0e4_3c7643882b1c4cef995194656a27a948~mv2.jpg/v1/fill/w_310,h_207,fp_0.50_0.50,q_90,enc_auto/10b0e4_3c7643882b1c4cef995194656a27a948~mv2.webp)
Jul 3, 20241 min read
Food for thought
While the markets have been ranged bound, held ransom by S&P 500, 2 markets might give positive surprises. Since July 2023, investors...
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![The Wealth Wisdom: Patience Pays in Equities](https://static.wixstatic.com/media/10b0e4_8df29b6390c6444fa9b06b682d622ccb~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/10b0e4_8df29b6390c6444fa9b06b682d622ccb~mv2.webp)
Jun 18, 20241 min read
The Wealth Wisdom: Patience Pays in Equities
Dollar averaging is a strategy that manages price risk when investing in stocks and mutual funds. The benefits are: Regular investing -...
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![Aluminum Prices Rocket: Gas Shortages, China's Drought, and Sanctions Sizzle Supply](https://static.wixstatic.com/media/10b0e4_17d581192246453093cbc6b8bb5b6ec2~mv2.jpg/v1/fill/w_514,h_315,fp_0.50_0.50,q_90,enc_auto/10b0e4_17d581192246453093cbc6b8bb5b6ec2~mv2.webp)
May 30, 20241 min read
Aluminum Prices Rocket: Gas Shortages, China's Drought, and Sanctions Sizzle Supply
Aluminum future reached a two-year high due to strong demand and supply issues. Major mining company Rio Tinto had to halt alumina...
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![S&P 500 Earnings Surprise Points to Resilient Economy](https://static.wixstatic.com/media/10b0e4_4bbd172ffb494195a895c0af5724e2d5~mv2.png/v1/fill/w_468,h_253,fp_0.50_0.50,q_95,enc_auto/10b0e4_4bbd172ffb494195a895c0af5724e2d5~mv2.webp)
May 14, 20241 min read
S&P 500 Earnings Surprise Points to Resilient Economy
90% of the companies in the S&P 500 that have reported their results have posted profit growth of 8.4% (average), which is higher than...
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![Time to Buy the Dip in China?](https://static.wixstatic.com/media/10b0e4_95edb36fb266461387502c5653fa2db6~mv2.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/10b0e4_95edb36fb266461387502c5653fa2db6~mv2.webp)
May 6, 20241 min read
Time to Buy the Dip in China?
China’s consensus forward valuation is about 9x PE, similar to all other crisis except for the Global Financial meltdown in 2008 (6.6x)....
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![Geopolitics Remain, But US Market Shines: Focus on Tech & Financials for Growth](https://static.wixstatic.com/media/10b0e4_ad8acca0b7ec45f8bfd8c0fab60e2caa~mv2.png/v1/fill/w_514,h_317,fp_0.50_0.50,q_95,enc_auto/10b0e4_ad8acca0b7ec45f8bfd8c0fab60e2caa~mv2.webp)
Apr 29, 20241 min read
Geopolitics Remain, But US Market Shines: Focus on Tech & Financials for Growth
The reporting season in US just began and the market is off to a good start. The Information Technology and Financial sectors performed...
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![TSMC's Earnings Get Boost from Booming AI Chip Demand](https://static.wixstatic.com/media/10b0e4_b57a035fbf27434abf54faa5136353c3~mv2.png/v1/fill/w_514,h_297,fp_0.50_0.50,q_95,enc_auto/10b0e4_b57a035fbf27434abf54faa5136353c3~mv2.webp)
Apr 22, 20241 min read
TSMC's Earnings Get Boost from Booming AI Chip Demand
TSMC's earnings were a mixed bag, with smartphone sales down and the auto industry using fewer chips. However, the future is bright...
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![US retail sales surged in March 2024](https://static.wixstatic.com/media/10b0e4_2dcaf0f28f984595bddd8f1479cd0885~mv2.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/10b0e4_2dcaf0f28f984595bddd8f1479cd0885~mv2.webp)
Apr 16, 20241 min read
US retail sales surged in March 2024
US retail sales surged in March 2024, exceeding expectations. After an upward revision of February’s retail sales to 0.9% from 0.6%,...
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![Cocoa futures reaching an all-time high of US$10,051 on April 2nd](https://static.wixstatic.com/media/10b0e4_5c92bc3a72d54ab89ba9cc0d3b06c4b8~mv2.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/10b0e4_5c92bc3a72d54ab89ba9cc0d3b06c4b8~mv2.webp)
Apr 8, 20241 min read
Cocoa futures reaching an all-time high of US$10,051 on April 2nd
Cocoa futures took a dip, sliding under the US$9,800 per tonne mark, following a record-breaking rally to US$10,051. Despite this...
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