US equity markets locked in on monetary policy last week, pushing major indices higher on hopes that the Fed will cut interest rates by at least 25 basis points on Wednesday. The S&P 500, the Dow Jones Industrial Average and the Nasdaq Composite all...

Chinese stocks have rallied, despite a struggling economy Much of the gains appear to be driven by domestic institutional investors, potentially reducing bubble risk Some of China's USD 22 Trillion in household savings could flow into stocks     Chinese stocks have surged this year,...

    Bond markets are back in the spotlight. After a period of calm, concerns about record borrowing among developed economies have resurfaced. The wake-up call came from a series of idiosyncratic events across the globe… In the US, deficit worries deepened after an appeals...

Stepping into the final quarter of the year, we have recalibrated our asset allocation to reflect shifting global dynamics and evolving policy signals. One of the key changes we have made is to increase exposure to onshore Chinese equities, where selective growth opportunities are emerging....

Thursday saw the S&P 500 notch a fresh high for the second day in a row, buoyed by revised Commerce Department data showing that the US economy expanded by 3.3% in Q2. The Dow also scored a new record, while the Nasdaq narrowly missed out...