China Market Commentary: May 2021

China Market Commentary: May 2021   Here are this month’s highlights: In April, amid a global equity rebound, US markets reached record highs on the back of dovish signals from the Fed and optimism over economies reopening thanks to the COVID-19 vaccine rollout in the...

Market Commentary: April 2021

Market Commentary: April 2021   Global Market Themes: Global equity rally continues, as vaccine rollout gathers momentum Biden’s climate policy lauded as a step in the right direction Eurozone enters technical recession in first quarter of 2021 India’s surging...

Market Commentary: March 2021

Market Commentary: March 2021   Global Market Themes: Global equities higher on vaccine hopes Biden’s stimulus bill and infrastructure plan steady markets, despite rising Treasury-bill yields Federal Reserve Bank foresees no rate hikes until 2023 Additional lockdown...

China Market Commentary: March 2021

China Market Commentary: March 2021   Here are this month’s highlights: Chinese equities started February strong but dropped towards the end of the month Investor sentiment dampened by Hong Kong government’s move to increase equity trading stamp duty Southbound...

China Market Commentary: February 2021

China Market Commentary: February 2021  Here are this month’s highlights:Chinese equities had a strong month again, with the MSCI China and MSCI China A Onshore rising by 7.4% and 3.7%, respectively.On the macro front, Chinese economic data such as PMI, retail sales...

Market Commentary: February 2021

Market Commentary: February 2021   Global Market Themes: US bond yields spike amidst inflationary fears Rotation from tech stocks sends NASDAQ plummeting US Fed keeps dovish stance, Congress votes on stimulus bill Energy stocks post substantial gains   SA Market...

Market Commentary: January 2021

Market Commentary: January 2021   Global Market Themes: Developed markets give up initial gains, emerging markets outperform as reflation trade buoys risk assets European lockdowns extended and markets unsettled as concerns surface about vaccine roll-out US announces...