161 articles
Kim Quan Cho
HK/China Markets Eye Policy Moves

HK/China Markets Eye Policy Moves

The Hong Kong/China markets have softened in recent months, as concerns over an AI-related capex bubble and a less favorable outlook for Fed rate cuts triggered sharp global equity pullbacks, affecting...

Market Watch: China–Japan Friction

Market Watch: China–Japan Friction

Tensions between China and Japan surged in November 2025 after Japanese Prime Minister Sanae Takaichi warned that a Chinese attack on Taiwan could trigger a Japanese military response. China called the...

Easing US-China Tension

Easing US-China Tension

The recent Xi-Trump meeting at the APEC summit marked a turning point in US-China relations, resulting in a “transactional truce.” The agreement temporarily eases several trade and export restrictions,...

Recent Gold Price Pullback: A Window of Opportunity?

Recent Gold Price Pullback: A Window of Opportunity?

Given the recent pullback in gold prices, we expect the market to consolidate as investors await further cues from upcoming CPI data, while monitoring developments such as the U.S. government shutdown,...