The almost endless stream of news articles about the latest Omicron variant of COVID-19 is doing my head in. In…
Browsing: Kuo’s Smart Take
Are you confused about where interest rates are heading? If so, you are not alone. I don’t think central bankers…
It is disappointing to hear that global carbon emissions have shot back to the record levels that we saw before…
When you next pop into your local supermarket, take a good long look at the choice of breakfast cereals on…
If we ever needed a sign that inflation could be a problem, then Singapore’s MAS has just provided us with one.
Is a rotation from expensive tech shares into less exciting old economy stocks taking place?
Is the record-breaking run in shares about to lose steam?
There is a wonderful quote by Winnie-the-Pooh that goes something like this…. Before beginning a hunt, it is wise to…
What exactly does a return to normal really mean?
What a crazy few weeks it has been for investors. And just when we thought that things couldn’t get any…
There has been a lot of talk lately – or should that be too much chatter recently – about markets…
Something is going a bit wrong in China. It is hard to put a finger on what exactly has gone…
Corrections are normal.
The centenary celebration of Chinese Communist Party was certainly full of fanfare. But something didn’t seem right. I couldn’t quite…
Will dividend caps be in place for much longer, or are we well on track for some kind of normalcy?
The June Federal Open Market Committee meeting was a bit of a non-event. But that hasn’t stopped some pundits from analysing every syllable of every utterance from Fed chair Jerome Powell.
We’ve all heard about income shares and should be familiar with value and growth stocks too. What about meme stocks?
Interest rates were never going to stay at or near zero forever, so be prepared for a gradual lifting of interest rates.
The current buzzword in the market is rotation. Traders are rotating out of growth stocks and into value because they have been spooked by inflation.
They believe that inflation, rather than being transitory, could turn into something more persistent.
We are back in our home offices and businesses have learnt to adjust to this new normal.
