Norman Villamin
Trump 2.0: the stage of moving fast and breaking things
Investors may see the global focus of Trump 2.0 shift – this time, perhaps closer to home
Opportunities in new paradigms ahead for China
Investors can expand their focus from government priority sectors towards efficient users of capital and corporate leaders who can consolidate growing segments...
The three-year gold bull market isn’t over
The metal is not only an investment return opportunity, it is also a foundation for inflation-adjusted wealth preservation and risk management
Israel vs Iran: Navigating a new regime of geopolitical risk
Periodic spikes in equity and bond market volatility are part of a new equilibrium that requires a proactive risk management approach
Tariffs challenge: What markets are and aren’t pricing in
Earnings expectations have not yet corrected enough to price in the recessionary scenario that bond markets fear
DeepSeek: Another piece in the puzzle of China’s post-bubble recovery
Its founder Liang Wenfeng has forged a new path forward within the ongoing AI race
Trump likely to ‘move fast and break things’ to reshape the US and the world order
Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly...
A historical context to China’s ‘whatever-it-takes’ efforts to boost the economy
China has a track record of taking bold, decisive moves to address banking system challenges and restore sustained growth
Could the Fed end quantitative tightening in the weeks ahead?
The summer of 2024 may have finally brought increased urgency on the part of the Fed to roll back its tightening stance
Can Big Tech stocks continue to lead the equities rally?
Fortunately for investors, the tech-led equity performance has been driven primarily by earnings, rather than speculative valuation-led gains in markets
