ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Societe Generale’s Asia equity strategist, Franz Benzimra, outlines China’s domestic concerns that he believes will drive market performance in the months to come. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ramesh Nair, Mindspace Business Parks REIT’s CEO, discusses the company’s organic and inorganic growth strategy and shares his view on the Indian government’s support for the real estate investment trust sector. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Harsh Modi, co-head for Asia ex-Japan Banks Research at JPMorgan, says they do not share the same “liquidity dynamics” as Singapore banks. He discusses the outlook for Southeast Asian banks and how it might be informed by the U.S. Federal Reserve’s interest … Read more
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Hui Shan, chief China economist at Goldman Sachs, discusses the economic outlook in China. She says a large stimulus is needed for the government to “even have a chance” of improving inflation and consumer confidence. Source link
BCA’s Arthur Budaghyan discussses his expectations of “Bessenomics”, which is essentially a policy mix of persuading the Fed to cut interest rates while limiting government spending. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Squawk Box Asia Adriel Chan, Chair of Hang Lung Properties talks about property market outlook and the company’s continued efforts to deleverage. 02:48 10 minutes ago Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Michael Yoshikami, Founder & CEO of Destination Wealth Management, explains how he’s positioning in big tech and AI-related stocks ahead of the slate of earnings due over the coming weeks, and also elaborates on why he’d be ‘careful’ about pure-play AI stocks. … Read more
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Yang Lei, China Equity Research Analyst at CGI, explains why there’s been consistent growth in Chinese travel, despite citizens being generally more cautious with their spending. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Aoifinn Devitt from Moneta says the first mover advantage amongst tech giants on AI development could be eroded by startups like Deepseek developing comparable AI with much lower costs. This will have huge market implications as well. Source link
Carl Tannenbaum of Northern Trust discusses the recent volatility in fixed income markets. He also says it’s difficult to determine if Trump’s tariff revenues will fund his proposed tax cuts. Source link