Market Commentary: October 2022

Market Commentary: October 2022     Global Market Themes: Narrative of global slowing in place of interest rate hikes buoys risk assets Third quarter company earnings in line or better than expected, supporting equities Appointment of new prime minister provides...

China Market Commentary: October 2022

China Market Commentary: October 2022  Here are this month’s highlights:The Hong Kong’s Hang Seng Index fell by 6.4% on the Monday after the new Politburo Standing Committee was announced at the Chinese Communist Party Congress. The Golden Dragon Index of US-listed...

Market Commentary: September 2022

Market Commentary: September 2022     Global Market Themes: Equity and fixed-income markets experience more pain in September Bank of England abruptly reverses course on Quantitative Tightening Japanese Yen sees first currency intervention in 24 years US Federal...

China Market Commentary: September 2022

China Market Commentary: September 2022  Here are this month’s highlights:The bulk of the manager cohort was underweight to China compared to the neutral benchmark index weight.The median global emerging market manager has also come to realise the importance of...

Market Commentary: August 2022

Market Commentary: August 2022     Global Market Themes: Developed Market equities fall; Emerging Markets post modest gains The Federal Reserve doubles down on interest rate policy stance Eurozone inflation accelerates, exacerbated by soaring energy prices Chinese...

China Market Commentary: August 2022

China Market Commentary: August 2022   Here are this month’s highlights: The MSCI China and MSCI China A Onshore indices were down 9.4% and 6.0% respectively for the month. Value-style managers are starting to show improved results. More than two-thirds of the bottom...

Market Commentary: July 2022

Market Commentary: July 2022     Global Market Themes: Global equities bounce back with the MSCI World gaining just short of 8% United States (US) equities lead the charge (+9.2%), closely followed by European counterparts (+7.9%) Emerging Markets were modestly lower...