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 economy

The number of DeepSeek users in China has jumped much faster in the weeks since its introduction compared with earlier AI apps.

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 earnings growth in the coming years

Strong economic growth is likely to filter through to strong earnings growth, a key catalyst for US equities.

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

An oil refinery in northern Israel. 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