The Business Times

Daniel Lam

The mega-cap technology sector's stocks are still driving the S&P 500 index’s record-breaking performance.

Embrace volatility and find opportunities

Long-term quantitative models are still giving positive signals for equities while Fed rate cuts still support a soft-landing expectation for the US...

(FILES) The logo of Deepseek is seen during the Global Developer Conference, organised by the Shanghai AI Industry Association, in Shanghai on February 21, 2025. A simple handshake between President Xi Jinping and once-shunned entrepreneur Jack Ma sent Chinese tech stocks booming in recent weeks as it was interpreted as the latest sign the sector is being brought in from the cold -- though experts advise caution. (Photo by Hector RETAMAL / AFP)

DeepSeek’s impact and investment implications

China’s technology sector stocks have surged since the chatbot’s emergence earlier this year, buoyed by optimism that it will boost economic and...

"US exceptionalism" was already in place before Trump got elected; it is likely to expand with Trump's "America First" policies. This is a powerful driver of the US dollar.

Focus on the trend or ‘essence’ for better returns

In an environment where Donald Trump’s rhetoric can create significant noise, investors can focus on these key shifts

The latest rise in oil prices comes against the backdrop of some central banks seemingly declaring victory against inflation, and aggressive monetary policy easing priced into bond markets.

Oil’s inconvenient truth and investment opportunities

Higher prices might contribute towards derailing the Fed rate-cut path that markets have been projecting in recent months

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