News & Insights

Global equity rebound despite recession fears and geopolitical headwinds: August 2022 Market Commentary

The drivers of global markets remain the same: the “3 Rs”. Risks of escalation of the Russia-Ukraine war and increasing tension between China and the US over Taiwan following the visit of Nancy Pelosi, speaker of the US House of Representatives. Rising interest rates from central banks to combat inflation and Recession fears.

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Strongest first-half market correction since 1970: July 2022 Market Commentary

Slowing global manufacturing growth, supply chain disruptions following Russia's invasion of Ukraine, and the highest inflation in years have triggered recession fears among investors, which materialized in the worst first-half correction since 1970 for most equity markets. However, despite these recession fears, China’s recovery continues with economic activities rebounding firmly in June. The Purchasing Managers’ Index (PMI) for manufacturing and services recorded its fastest expansion in 13 months at 53 (PMI > 50 = economic expansion), while Chinese cities are emerging from lockdowns.

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May inflation in Western countries the highest in 40 years: June 2022 Market Commentary

May inflation in the US hit 8.6% (above consensus), the highest since 1981, vs 8.1% in the euro area and 2.1% in China. The main driver is the price of energy that has increased by more than 50% year to date across the energy commodity sector.

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The war in Ukraine and China’s Covid lockdowns are stalling the world economy: May 2022 Market Commentary

The continuation of the war and the mounting tensions between Western nations and Russia are increasing pressure on energy prices, which contributes to global inflation, while derailing economic growth in Europe in 2022.

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The Roadmap to Investing in Hong Kong as a gateway to growth and expansion opportunities

Hosted by the Canadian Chamber of Commerce in Hong Kong: Join our co-founder, Rosemary Goater, in this educational and inspirational webinar where she moderates a conversation between 3 successful Canadian entrepreneurs where they discuss "The Roadmap to Investing in Hong Kong as a gateway to growth and expansion opportunities in Greater China and Asia"

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Monetary tightening, no recession: Market Commentary April 2022

Uncertainty regarding a potential ceasefire in Ukraine, the accelerated pace of interest rate hikes (except for China), high energy prices, and Covid-related supply chain disruptions in China are the main headwinds to global economic growth.

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