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Sunday, 22 October, 2017   

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MARKET TODAY:
Articles by Kelly Teoh

Articles by Kelly Teoh

  • 13 Jan 2015

    Iron Ore Prices Drifts Lower

    Iron ore prices have come off after a strong start last week.  The dips were precipitated by the weak steel prices in China over the weekend.  Since then, both the SGX and Dalian trading sessions have seen selling pressures.  The February contract fell 4.7% from last Tues print of $71.
  • 13 Feb 2014

    Gold - onwards and upwards!

    The strength in gold since the start of the year has been closely watched by investors. It has continued its rally, even when stocks recovered, over the course of the week. This behaviour shows that perhaps investors are not entirely convinced by the recovery in the equity markets and there is a...
  • 06 Feb 2014

    Asian markets likely to be mixed

    Asian markets are likely to be mixed after another volatile day in the US. The VIX has risen by 45% in the past 10 trading days. The selling of Asian ETFs overnight is less aggressive than previous sessions where the two day change still holds positives for most of the markets. The Asian indices...
  • 27 Jan 2014

    Asian mkts open lower on EM currency selloff

    The EM currency selloff is causing a contagion effect where Asian markets are opening lower.
  • 15 Jan 2014

    What is gold up to?

    Gold’s recent bounce, from a drop below $1200 an ounce, has prompted many reports to suggest that the precious metal may have less of a bleak time this year. There are two main things investors are looking at – firstly, the number of short sellers that have decreased their positions and...
  • 13 Jan 2014

    The week ahead

    Global equity markets will have to contend with a slew of economic data and earnings season. The weak US payroll numbers, from Friday, has prepared the market for a weak US economic data this week. Retail sales and industrial productions are likely to show an impact from the severe weather...
  • 07 Jan 2014

    Investors shun emerging markets

    Those expecting a strong start in the stock market for January have been met with malaise. Emerging markets that have underperformed the developed markets are continuing to face challenges. The EEM ETF, which is an indicator of the emerging markets, has shed close to 5% in the past three days. 
  • 16 Dec 2013

    Tankan, China's flash PMI & India's WPI

    Asia is headed for a big data day with macro drivers including Japan’s Tankan, China’s HSBC manufacturing PMI and India’s wholesale price inflation.
  • 13 Dec 2013

    Global equities to end the week lower

    Global equity markets will end the week lower as investors take profit. US and European declined and the weak sentiment will trickle down into Asia this morning. The dollar index has staged a recovery overnight to 80.206, basically unchanged from the weak start earlier this week. Treasuries fell...
  • 12 Dec 2013

    Asian markets sensitive ahead of FOMC

    Asian markets have been declining over the past three-days and it seems today won’t be any different. The sensitivity on the potential decision ahead of the FOMC meeting means, tapering has not been entirely priced in and none of the Asian economies are immune. Across the board, selling in the...
  • 04 Dec 2013

    US equities continue to dominate investment theme

    There is no denying 2013 has been the year for equity investors. While investors focused on the S&P500’s 26% year-to-date performance or the Nikkei’s 51%, the less known primary indices such as the Venezuela’s Caracas stock index returned a whopping 447%, followed by Dubai with 85%, this...
  • 19 Nov 2013

    Physical gold and ETF investors agree that gold has lost its appeal

    Looking at the World Gold Council report, the top line numbers shows that the divergence between physical and ETF gold buyers have gotten wider since the US equity rally. However, focusing on the bullion sales it revealed a shared view between ETF and physical investors that gold has lost its...
  • 15 Nov 2013

    Diversity in boardrooms affects company’s performance

    The much anticipated study on the representation of woman on the boards of Singapore’s listed companies had kicked off with Dr. Marleen Dieleman , showing the audience a picture of a “snail”. The message was clear, women are not in Singapore’s boardrooms despite the study suggesting that...
  • 12 Nov 2013

    Tapering to offer opportunites in emerging Asian markets

    US stocks were mostly unchanged and it is still at an all-time high. Previous concerns of whether equities at these levels were warranted have now evolved to a level of acceptance, as the correction we are all waiting for never came.
  • 07 Nov 2013

    China takes cue from the best in marketing: USA

    As the China Communist Party’s third plenary session inches closer, various points have been brought up from what to expect from this meeting to when it will become the world’s largest economy. While market participants focuses on the shorter term projections such as economic growth and...
  • 05 Nov 2013

    Ignore the noise and follow the money

    As we move towards the end of the year, the discussion heats up on whether we will see the usual end-of-year rally. Markets have not behaved the way they usually do. However, one could argue, it is due to the unpredictable events that have popped up this year, and these issues continue to plague...
  • 31 Oct 2013

    The Fed at a standstill aids “bubble” terminology

    Asian markets will be largely mixed after the FOMC statements reinforced the majority view that the Fed will be at a standstill. The statements drove US equities and gold down. The dollar moved higher and the 10-year government note ticked up three basis points to 2.54%. Anaemic US economic data...
  • 25 Oct 2013

    Malaysia’s Budget appeases investors

    The two days I spent at the World Capital Markets Symposium Kuala Lumpur gave me the opportunity to observe the state of Malaysia’s economy from their leaders, businessmen and ordinary citizens.
  • 16 Oct 2013

    Emerging Asian markets under pressure on US politics

    Emerging Asian equity markets will be under pressure in today’s trading session with the on-going drama in DC and the fast approaching psychological debt deadline of Oct 17.
  • 14 Oct 2013

    Why is gold underperforming?

    Any hope that US talks would come to a resolution over the weekend were short lived. The disagreement rumbles on, with the blame for the slipped deadline now with Senate leaders. Some are describing this as crisis mode. Throughout all of this, gold has not behaved as a safe haven, as might have...
  • 09 Oct 2013

    Can China keep Asian session buoyant today?

    The markets are finally showing signs of a crack with the US politicians dragging their feet on coming to any type of closure. One would hope that the world’s most powerful – albeit waning – nation is run by some smart people. The risk-off situation will continue and the slam of tech stocks...
  • 25 Sep 2013

    ASEAN still in focus

    There is the growing acceptance that we shouldn’t look at the EMEA space through one lens alone. We have seen that in the performance of these markets since the Fed talked about tapering in May. While the Indian equity markets - both the Nifty and Sensex - have more than recovered from the rout...
  • 19 Sep 2013

    Life after "no" taper

    It looks like the word ‘taper’ is here to stay for a while longer. We might be talking about it for a long time yet, with nothing happening. Market participants were disappointed that the Fed decided not to start the ball rolling, and those looking for the conditions required to kick-start the...
  • 13 Sep 2013

    Markets pause on inflection point

    The US jobless data that came through overnight got everyone excited, for a minute. Then there were announcements from the Labor Department about computer glitches and two states that didn’t report, pulling down the numbers to an artificial low since April 2006. Pinning the blame on computer...
  • 10 Sep 2013

    Asian markets rebound on better China outlook

    It looks like investors are putting aside tapering fears and focusing on fundamentals. Asian markets are recovering from the August sell off led by a better economic outlook in China and Japan. Chinese shares listed in Hong Kong gained 20 per cent from the year’s low as investors see upside in...
  • 30 Aug 2013

    Investors shift away from geopolitics to monetary policy

    Investors shifted their focus from geopolitical risks of possible airstrikes on Syria to the question of whether the Fed will taper in September. Lacklustre pending home sales dropped 1.3% following a decrease of 0.4% in June, and mortgage applications overnight fell 2.5%, their tenth decline in...
  • 23 Aug 2013

    Stable global growth data could stem ASEAN sell off

    The global economic landscape is looking better this half of the year.  US economic data, although mixed overnight, showed gradual improvement, especially in the manufacturing sector which has lagged. China’s flash HSBC manufacturing PMI surprised many on the upside; most economists had...
  • 22 Aug 2013

    Bears have a strong grip on ASEAN

    The broad sell off in ETFs overnight in the US included North and Southeast Asia, and will continue to put pressure on Asian trading today. The market rout in Indonesia has prompted President Susilo Bambang Yudhoyono to announce measures on Friday to combat the falling rupiah and weak exports...
  • 21 Aug 2013 Asian investors flock to the safety of gold

    Asian investors flock to the safety of gold

    Gold prices continued to grind higher this morning. They have gained 13% since touching a low on 28 June. Last week, we received reports from both the World Gold Council and SPDR Gold Trust confirming strong physical demand for gold. Jewellery and bullion were the main drivers of...
  • 13 Aug 2013 Weekly technical outlook on EUR/USD, S&P500 and gold

    Weekly technical outlook on EUR/USD, S&P500 and gold

    GDP for the eurozone and Germany are expected to strengthen - the eurozone by 0.2% and Germany by 0.75%. The figures are due later this week. Investors are optimistic the eurozone is coming out of its recession, with the latest data showing expansion in the manufacturing sector and an increase in...
  • 30 Jul 2013

    Yield remains in equities

    THE question of when the Fed will taper is often followed by how Asian equities will fare - we aim to initiate discussion among the readers in this column.
  • 22 Jul 2013 Abe’s election aftermath: What to expect in the Nikkei and the yen

    Abe’s election aftermath: What to expect in the Nikkei and the yen

    After Abe’s victory over the upper house yesterday, the day started off optimistic enough with Japan’s Nikkei opening up over 1.2 per cent.
  • 17 Jul 2013

    Asian markets consolidate ahead of Bernanke speech

    Asian markets are in consolidation mode this morning ahead of Ben Bernanke’s bi-annual monetary policy report to Congress today.
  • 15 Jul 2013

    The much anticipated China GDP

    China’s GDP was much anticipated, with many expecting a miss. This was partly due to China’s Finance Minister Lou Jiwei commenting on a 6.5% to 7% growth and questionable export data in the first half of this year.

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