Climbing the wall of worry

Climbing the wall of worry

Evergrande. The US debt ceiling. Federal Reserve QE tapering. Supply shortages. Oil prices. Stagflation. High valuations. The list goes on. Global investors face a wall of worry that has many questioning the prospects for further equity market gains. Recent market...
The opportunity in Hong Kong

The opportunity in Hong Kong

The recent equity market selloff amid Chinese regulatory changes and concern over slowing GDP growth has created opportunities in Hong Kong equities. The Hang Seng Index has slipped over 5% year-to-date. But domestic Hong Kong stocks did not suffer to the same extent...
Don’t be fooled by AUD weakness

Don’t be fooled by AUD weakness

The Australian dollar has depreciated to around USD0.73 from its peak of around USD0.80 earlier this year. That comes after an almighty rally from below USD0.56 in March during the worst of the pandemic (Figure 1). Figure 1: The AUD has weakened recently following the...