UBS and Citi Among Nine Banks Fined $21.5 Million for...
Singapore has levied fines totalling S$27.5 million against nine banks, including UBS and Citibank, amidst a S$3 billion money laundering scandal. While the fines are a drop in the ocean...
Macro Watch
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Thailand’s Bold Trade Gambit: Averting US Tariffs with Strategic Concessions
Thailand is moving decisively to slash its trade surplus with the US, aiming to prevent looming tariffs and strengthen its geopolitical position. By focusing on increasing imports of American aircraft,...
High-Stakes Week Ahead: Inflation Data and Earnings from FedEx, Micron,...
In a pivotal week for markets, attention turns to the US PCE price index, potentially shaking up rate expectations and market moods. Earnings reports from FedEx, Micron, and Nike promise...
US Economic Calendar Highlights: Retail Sales and Federal Reserve Signals...
Dive into this week's pivotal US Retail Sales report, a vital gauge of consumer health amidst spending fatigue and credit reliance. Coupled with sensitive data from manufacturing and housing sectors,...
Big Market Week: Amazon $AMZN and Delta Air Lines $DAL...
This week, the market faces a whirlwind of economic indicators, with U.S. Consumer Credit and Amazon's Prime Day set to reveal consumer resilience amidst inflation pressures. Meanwhile, the FOMC minutes...
NVIDIA and $NBIS Revolutionise AI Model Economics with GB200 Leap
The artificial intelligence landscape is shifting, prioritising economic efficiency over sheer model size. NVIDIA’s GB200 platform exemplifies this trend with a focus on cost, speed, and accuracy, positioning it as...
Trump’s Tactical Tariff Pause: Markets Brace for a 22-Day Negotiation...
The 22-day tariff pause, extending till 1 August, is a tactical manoeuvre aimed at maximising negotiating leverage rather than indicating a policy shift. This temporary relief introduces significant uncertainty, putting...
AI-Driven Margin Expansion: The Future Bet Behind $QQQ’s Valuation Puzzle
The Nasdaq-100's robust performance, despite elevated PEG ratios, hints at a future driven by AI's transformative impact on operating margins. Investors are betting on AI to automate complex workflows, optimise...
ASML vs Costco: Unraveling the Valuation Gap Mystery $ASML $COST
The valuation gap between ASML and Costco highlights market preferences for stability over growth. While ASML's technological dominance is impressive, its cyclical nature contrasts with Costco’s steady, membership-driven revenue. Geography...
Tech Titans: Dominance in a Consolidating Market – $AMZN, $GOOGL,...
Technological markets are inherently designed for consolidation, favouring few dominant players over fragmented competition. The real investment blunder lies not in missing the ultimate victor, but in backing second-tier contenders...
