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Debt ceiling talks off and on, but carry on

The European stocks were up and the S&P500 hit a fresh high since summer, until Garret Graves, who was negotiating for the Republicans abruptly walked...

May 22, 2023, 6:25 am

Trade ideas thread - european session 22 may 2023

Not so fast there, dollar bulls. It looks like last week's break higher in the greenback is being checked back now as key technical levels are being c...

May 22, 2023, 5:52 am

Rand remains under pressure while equities continue to perform

Due to higher prices for commodities and the effect on double listed shares (like Naspers), that gained from the weaker rand, equity prices on the JSE...

May 22, 2023, 5:29 am

Stock market live: asian equities under pressure as us debt talks cast shadow

Stocks are primed to drop if the US fails to raise the debt limit and delays government payments. Meanwhile, markets continue to be buffeted by tensio...

May 22, 2023, 2:29 am

Fpi flows into indian equities hit a 5-month high in may, outlook ‘improved significantly’ say analysts

Foreign portfolio investors (FPI) have stepped up their investments in Indian equities. FPIs pumped ₹...

May 22, 2023, 1:44 am

Usd/chf looks vulnerable above 0.8980 as fed delivers dovish interest rate guidance

USD/CHF is facing pressure above 0.8980 as Fed believes that US tight credit conditions are weighing on US inflation. US...

May 22, 2023, 12:29 am

Stock market this week: q4 results, us debt ceiling talks, other factors that could drive equities this week

Stock markets witnessed an unpredictable movement last week mainly driven by FII inflows quarterly earnings, US data, etc. In the coming week, market ...

May 21, 2023, 11:14 am

European equities: a resurgent diversifier

Summary In a surprise to many investors, European equities have advanced sharply over the past several ...

May 21, 2023, 8:59 am

Ewl: swiss equities are undervalued but nominal returns are unexciting

Summary EWL invests in Swiss equities.The fund is likely undervalued, with a theoretical uplift of +30%...

May 21, 2023, 7:29 am

Kf: ride the korean recovery at a wider than usual nav discount

2023 is shaping up to be a much better year for Korea as last year's headwinds begin to reverse. In addition to a fundamental export-led recovery,...

May 21, 2023, 6:15 am

Reliance industries and tata consultancy services (tcs) taking the biggest hit following a weak trend in equities.

Six of the 10 most valued firms faced a combined erosion of ₹70,486.95 crore in their market valuation last week, with Reliance Industries and Tata ...

May 21, 2023, 5:29 am

Ewl: swiss equities are undervalued but nominal returns are unexciting

EWL invests in Swiss equities. The fund is likely undervalued, with a theoretical uplift of +30% being ...

May 21, 2023, 3:14 am

Investors dump mutual funds for equities too, not only etfs

ETFs rose from 19 per cent to 22 per cent, but equities saw the biggest increase, jumping from 27 per c...

May 20, 2023, 10:44 am

Ztr: widening discount and high distribution rate make this balanced fund attractive here

I wrote an article on the merger of ZF into ZTR back in 2019. The 12% ZTR premium back then has now turned into an 11% discount. ZTR is a balanced fun...

May 20, 2023, 9:33 am

Readers reveal 26 ideal april-may dividend dogs

Prior to April 30, 2023 my readers mentioned 26 equities in recent comments on Arnold articles. Some ba...

May 20, 2023, 4:24 am

Pick: rising yields offer a tactical opportunity in industrial metals miners

The current trend of high and rising Treasury yields suggests the iShares MSCI Global Metals & Mining Producers ETF is well placed, particularly if in...

May 20, 2023, 12:48 am

Bitcoin’s correlation to big tech near lowest since 2021

Bitcoin has been moving less in tandem with tech stocks as sentiment around equities and cryptocurrenci...

May 19, 2023, 10:14 pm

Maddd equities, joy construction land $143m in dobro — but it was hard

Valley National, Metropolitan Commercial and Bank Leumi lent Maddd equities and Joy Construction $143 m...

May 19, 2023, 8:14 pm

Markets fall as debt ceiling talks pause

U.S. equities declined on Friday, May 19, 2023 as GOP negotiators called for a pause in talks to raise ...

May 19, 2023, 5:35 pm

Valuation matters: u.s. high yield and u.s. equities

Summary Valuations have a strong predictive relationship with future returns of risky assets like equities...

May 19, 2023, 2:44 pm


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