Investors had a knee-jerk reaction to the new US trade war with Mexico. Trying to tie trade with immigration is not a great strategy. Most likely this will be blocked by the Congress. Questions are already started to appear in the media if this President will also turn into a one-time President. Since the start …
Continue reading ‘Knowledge is Power: Big Tech, Gig Economy, Value Stocks Edition’ »
Global equity markets were soaring high thru April this year only to stumped by the US-China trade dispute. Volatility has returned to the markets with some investors heading for the exit while others remain bullish hoping the current dispute can be resolved quickly. Despite the recent fall, the S&P 500 is up by about 13%. …
The S&P 500 has shot up by 13.07% so far this year, making it one of the best start of the year in recent history. Many of the developed European markets are also up nicely year-to-date with the DAX gaining over 9%. It remains to be seen if the indices can add on to the …
Continue reading ‘Knowledge is Power: Tech Innovation, Defensive Investing, Why Britain Edition’ »
The Shanghai Composite is leading global indices this year with a jump of over 21% so far. India is up by over 5% while Brazil has increased by a decent 12% year-to-date. In developed Europe, DAX is up by over 10%. It remains to be see if the rest of the year adds more returns to …