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LATEST ISSUE: |
Issue 8 - July 2008
In fact, consumer spending and infrastructure development are only just gaining momentum in many emerging markets, somewhat reducing their dependence on trade with developed economies .....
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PAST
ISSUES: |
Issue 7 - April 2008
The smart money is going into quality assets that have
been irrationally sold down in broad-based
corrections. The strategic asset allocator will be
looking to increase equity weightings as valuations
are at attractive levels, while fear of the unknown is
retreating. .....
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Issue 6 - January 2008
Asian stock markets are down anywhere between 5% and
18% year-to-date on worries that the US will go into
recession, triggered by the housing slump and subprime
fallout. President Bush .....
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Special Issue - Our CEO's Year-end Message for 2007
2007 saw the rise of property prices to unprecedented
levels ... Behind this rosy backdrop lurked the
danger of a toppish stock market, high oil prices
approaching US$100 and the now infamous subprime
crisis that wiped out billions of dollars .....
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Issue 5 - October 2007
Subprime mortgage crisis. Where do we go from here? ....
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Issue 4 - February 2007
2006 has been a great year for equity investors. So
will it be more of the same in 2007? Are we going into
another bubbles ? ....
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Issue 3 - November 2006
We have been fortunate of late in calling the market
directions correctly since the last major correction
in the May/June period. Whilst we hope to maintain
this pristine record, making market calls is hazardous
business ....
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Issue 2 -
September 2006
The US Federal Reserve (Fed) has decided to pause in its relentless
hike of US interest rates in its August meeting. Secondly, war had
tragically broken out in Lebanon, and threatened to drag in the
world's superpowers into a proxy war against Iran and Syria.
Thankfully, the situation has recently stabilised somewhat with a
ceasefire in place, albeit a shaky one ....
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Issue 1 -
July 2006
Welcome to the our inaugural issue of GYC Market Compass! In this
issue, we addressed concerns on turbulent markets and seek to answer
questions such as Where are the Global Market Heading; What You
should be Doing ....
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