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

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

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

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