AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter as to why and if this is a start of a trend. We also ask him his views on the Japanese economy and yen ahead of their elections.



Image Credit: Shutterstock.com

AI stocks were sold down in the past few days with investors switching into cyclicals and utilities. We ask Laurent Lequeu, Independent Market Analyst &amp; Writer, The Macro Butler Newsletter as to why and if this is a start of a trend. We also ask him his views on the Japanese economy and yen ahead of their elections.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Rotation out of AI into Utilities

US equities markets started the month rather wobbly but have since hit new highs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what is driving markets up and if there are still buying opportunities.




Image Credit: Shutterstock.com

US equities markets started the month rather wobbly but have since hit new highs. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management what is driving markets up and if there are still buying opportunities. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

US Retailers Buying the Dip 

US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer, Jevons Global tells us if he expects the rally to continue and how else we can invest in the AI boom other than the obvious hyperscalers.




Image Credit: Shutterstock.com

US markets staged a huge rebound on Friday as the Dow Jones Industrial hit 50,000 points for the first time. Kingsley Jones, Chief Investment Officer, Jevons Global tells us if he expects the rally to continue and how else we can invest in the AI boom other than the obvious hyperscalers. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

AI, Think out of the Box 

JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh, Head of Research, HLIB if Malaysia is at risk of suffering the same fate and if not, what are the top equity buy ideas.




Image Credit: Shutterstock.com

JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh, Head of Research, HLIB if Malaysia is at risk of suffering the same fate and if not, what are the top equity buy ideas. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Rotation out of AI into Utilities

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