The global macro economy finds it challenging to attain stability as many unfamiliar variables are active. At the same time, stagflation, recession, and inflation become market buzzwords.
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The alchemy of financial markets has changed dramatically in the last 15 years. The global economy remains volatile amid financial fragilities and equity and bond markets.
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The global economy is moving into fragility, and we will witness a lot of shocks in the markets in the remaining three quaters.
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Global economic recovery looks uncertain and fragile. The markets are still under pressure as FED maintains a hawkish stance raising rates to curb inflation.
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Recently, travellers sought a homestay - a way to engage with local communities and discover the heart of a country's culture. Take Malaysia as an example - due to social travel networks that have become increasingly popular such as TikTok and Instagram; local travellers have a rising interest in experiential and responsible tourism.
In simple…
We often forget that showing appreciation and gratitude leaves a lasting impression towards the people we care about, especially our mothers. Through our appreciation of our mother, we are given the ability to move hearts, to make the lips smile from ear to ear, and to moisten the eyes with tears of joy.
However,…
The markets are whistling past the graveyard and investors are misreading the markets again. The geopolitical risk that emerges after the Russian and Ukrainian conflict has further deepened uncertainty in the market, leading to nervous investors.
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The global economy continues to move on a difficult path that validates our view that recovery remains long
haul. Furthermore, the geopolitical risk over possible conflict between Russia and Ukraine looks inevitable. At that point, the unwind of producer hedges and consumer forward buying will lead to long-dated prices higher.
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2021 has been an unprecedented year for Australian housing markets, but 2022 is likely to see a further easing in the pace of capital gains. As international borders re-open, there will be an influx of rental and home purchase demand, especially across the inner-city rental suburbs, popular among students and visitors.
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The year 2021 is coming to an end on a not so positive note, with the downtrend in the global economy, shortages, supply chain bottlenecks, geopolitical risk, COVID-19 challenges in Europe again and above all, inflated equity market valuations.
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