October 25, 2020

Last week, the 33rd anniversary of "Black Monday", global stocks except Asian equities declined modestly. The headline news, from U.S. presidential election to vaccine reality check with new restrictions in place, were dominating the market....

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October 18, 2020

Last week equity market oscillated between positive and negative territory, reflecting tug of war between encouraging earnings, which have been kicked-off with U.S. banks, and concerns over new lockdowns and restrictions amid the pandemic. Chinese stocks advanced the most, followed by U.S. equities, while their European peers lost their earlier gain in the week....

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October 11, 2020

Last week, global stocks climbed, and they scored their best weekly gain since early July. Thanks to positive news about President Trump’s health condition and the anticipation of a new stimulus in U.S., despite shaky negotiations. Market will stay nervous about politics, i.e. U.S. presidential election, in the coming weeks. In our view, policies will …

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October 04, 2020

Last week major global stocks managed to finish higher, although the market drifted lower, on Friday, after the news that President Trump and the First Lady tested positive for Covid-19. In our view, this news will have behavioural effects on consumers, who were getting ready to get back to normal economic activities and will question …

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