Stock Markets
Taiwan overtakes India as the world’s fifth-largest stock market
The island’s ascent through the global equity rankings has been largely driven by chipmaker TSMC
The war is three months old, stocks are at record highs and the Fed is talking hikes
Post-Nvidia, the "AI Trade" demands selectivity. Brent crude's US$100+ floor remains. What about the dollar's safe-haven status, Kospi tech, and G7 bond debt risks?
Why Singapore overtook Indonesia to become S-E Asia’s largest stock market – and what happens next
SGX’s market capitalisation climbs to US$644 billion as IDX’s falls to US$618 billion
Can the AI rally really ignore inflation, geopolitics and a Fed under pressure?
What are markets expecting from the Trump-Xi summit? Can the AI tech rally survive? Howie Lim finds out from Charu Chanana of Saxo.
Momentum-obsessed traders seek clues on Iran truce
Barclays strategists say the trade has reached extremes that historically foreshadowed sell-offs
AI boom, oil’s ‘peace premium,’ and the Fed’s sticky inflation dilemma
AI rally: bubble or real earnings? We debate inflation's grip and future rates amid spiking oil and a tumbling Yen. Also, are South Korea and Taiwan the new tech leaders?
No AI, poor returns drive Indian investors to foreign markets
India is only about 3% of the global equity market
Are stock markets in denial about the true cost of Iran war?
Macro risks suggest that the markets are too sanguine and may be mispricing the impact of the war
Record-setting momentum rally is drawing doubters
Investors will get a key glimpse into the state of the American earnings machine this week
Higher for longer: what a stalled peace deal means for Asian investors
How much risk premium is being priced into markets now? Get your volatility-injected analysis with Howie Lim and her guest, Thomas Rupf from VP Bank.
