Blog

August 3, 2023
US Treasuries’ ‘Risk-Free’ Status
In downgrading US government debt from AAA to AA+, Fitch cited a fiscal deterioration in the next three years, a growing general debt burden and bad governance due to repeated political standoffs over the debt ceiling issue. Coming a day after the US Treasury said new debt issuance would rise to US$1,007bn in 3Q23, up […]
By: Tan Kai Xian
Read This >>
July 27, 2023
Does A Shift In Tone Signal Opportunity In China?
The investment landscape in China has always been characterized by uncertainty, as vast opportunities coexist alongside significant regulatory complexities and political considerations. While much remains unchanged in that regard, softening rhetoric from Chinese policymakers has given rise to the idea that beleaguered technology companies could be near a turning point. On July 7th, the China […]
Read This >>
July 6, 2023
The Surprises Of 2023
We are now past the halfway point of the year and, like every year, events have occurred that were either predictable, understandable in hindsight, or genuinely came out of the blue. In the following pages, I will review the more important developments thus far in 2023, and take a stab at assessing what they tell […]
Read This >>
June 29, 2023
Piece by Piece
“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett Technology-focused investment firm Tiger Global Management has long been heralded as one of the industry’s top private equity investors. Since launching its private equity fund in 2003, the firm has deployed capital into more than 1,000 companies across nine […]
Read This >>
June 22, 2023
Utilizing a Health Savings Account
Healthcare costs in America have continued to increase steadily. The Bureau of Labor Statistics estimates that 8.1% of personal expenditures are spent on healthcare, up from 5.9% in 2004.[1] These average out to roughly $13,000 per person annually[2]. Health Savings Accounts (HSAs) were created to help address our country's mounting healthcare expenses by offering unique […]
Read This >>
June 15, 2023
Why You Shouldn’t Care So Much Where Stocks Are Headed……
“A man is only as good as his tools.” ― Emmert Wolf I’m amazed by how many investors seem to fixate on the stock market, while many other asset classes comprise an equal or more significant portion of their overall wealth. News outlets fuel the hysteria by dissecting every microscopic piece of data as if it will […]
Read This >>
June 8, 2023
Public Tech Markets Rally, Will Private Markets Follow Suit?
The tech-heavy Nasdaq has had an exceptional start to 2023, rising nearly 28% year-to-date. Last Friday, the Nasdaq capped its sixth consecutive week of gains, marking its longest winning streak since 2020. Nvidia's remarkable contribution to last week's risk-on run can’t be overlooked as the company briefly became the ninth-ever member to join the trillion-dollar […]
Read This >>
June 1, 2023
The After-Effects Of The Debt Ceiling Deal
Saturday’s 11th-hour deal to suspend the US federal debt limit until 2025 will bring down the curtain on the political drama over the debt ceiling until after the 2024 election. But for investors, the story is far from over. The ripple-effects of the debt ceiling deal on financial markets and monetary policy are only just […]
By: Will Denyer
Read This >>
May 25, 2023
The Importance Of Falling US Mortgage Rates
By Tan Kai Xian US mortgage rates have eased slightly in the last six months, with the average interest rate on 30-year fixed-rate mortgages falling 70bp from 7.1% to 6.4%. Arguably that’s no big deal, given the rate is still more than double its level at the beginning of 2021. But moderating inflationary pressure, the […]
By: Tan Kai Xian
Read This >>
May 18, 2023
The US Recession Debate
In this edition of Evergreen Chartbook, we will examine both sides of the debate surrounding whether the US is headed towards a recession. These charts will highlight how conflicting many of the data points are, and help explain why the Fed’s Tod Barkin described this as “the most predicted potential recession in memory”. Ultimately, while […]
Read This >>
1 3 4 5 6 7 10
  • Categories

NEWSLETTER