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LATEST ISSUE: |
Investment Update - 23 July 2010
Our Call On Japan
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PAST
ISSUES: |
Investment Update - 21 July 2010
Macro Strategy Update: Correction or Bear Market?
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Investment Update - 6 July 2010
Market Update
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Investment Update - 23 June 2010
Macro Strategy Update: Signs of A Bottom
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Investment Update - 7 June 2010
Market Update
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Investment Update - 21 May 2010
Market Update
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Investment Update - 14 May 2010
Macro Strategy Update: Watch The Real Economy
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Flash Update - 11 May 2010
Europe Bailout Package
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Flash Update - 7 May 2010
1000 Point Drop In Dow
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Flash Update - 6 May 2010
Greek Crisis
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Investment Update - 22 April 2010
Macro Strategy Update: Economic Tailwinds For Investors
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Flash Update - 13 April 2010
Market Commentary & Portfolio Strategy
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Investment Update - 18 March 2010
Macro Strategy Update: Recouping The Losses
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Investment Update - 9 March 2010
Market Commentary & Portfolio Strategy
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Investment Update - 19 February 2010
Macro Strategy Update: Correction In Progress
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Investment Update - 11 February 2010
Market Commentary & Portfolio Strategy
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Flash Update - 3 February 2010
Market Commentary & Portfolio Strategy
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Investment Update - January 2010
Why We Like Japan
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Investment Update - 7 January 2010
2010 Investment Outlook: Bullish But Mindful Of Setbacks
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Investment Update - 17 December 2009
Macro Strategy Update: Can Equities Rise Further?
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Investment Update (Special) - 30 November 2009
Dubai's Debt Default Comments
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Investment Update - 24 November 2009
Macro Strategy Update: Too Early To Talk About Bubbles
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Investment Update - 10 November 2009
Market Thoughts & Portfolio Strategy Commentary
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Investment Update - 30 October 2009
Macro Strategy Update: Equities: Stronger for Longer
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Investment Update - 18 September 2009
Macro Strategy Update: Climbing the Wall of Worry
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Investment Update - 1 September 2009
Macro Strategy Flash: Should We Worry About China?
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Investment Update - 31 August 2009
Macro Strategy Update: Taking the Non-consensus View on the US Economy
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Investment Update - 23 June 2009
The last week has seen the key financial markets starting to falter and we are seeing a pull-back as the World Bank downgraded its assessment of global growth and investors reconsidered .....
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Issue 11 - May 2009
Since our first-quarter rebalancing, the market perception of risk has abated somewhat due to measures taken by the US government as well as central bankers to revive the economy and fix problems in financial .....
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Issue 10 - February 2009
Our last rebalancing exercise in Oct 2008 has seen most of your portfolios increased allocation into bonds and cash/money markets. That is why despite having the equity markets fall between 8% - 9% .....
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Issue 9 - October 2008
Of late, markets have come under extreme stress and fundamentals seem to be thrown to the winds. Your portfolios have not been immune to all these market gyrations and while we advocate calm, we think .....
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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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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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