The Bank of East Asia

Wealth Management

Understanding the latest market movements

This report is available in Traditional Chinese only.

 

Past Issues

August 2023

Another meaning of "IG over HY" strategy

Ripples in stock market volatility may spread to bond market

Pay attention to the bond market risk caused by the stock market

Investors should be prepared to mitigate risks

 

July 2023

Is the performance of US stocks superficial?

Brief sharing on the US recession risk (II)

Brief sharing on the US recession risk (I)

The speechless US recession (I)

Searching investment opportunities from economic data (II)

Digesting the data on China's economic recovery (II)

 

June 2023

Searching investment opportunities from economic data (I)

Digesting the data on China's economic recovery (I)

Preparing for recession even more under false pretenses

Get ready for recession after the FOMC meeting

Prepare early for a US recession

Less-than-1-year investment-grade treasury bonds are attractive

The debt ceiling crisis is over but not the US economic problems

The fallout of debt ceiling crisis is lingering

A brief on the Japanese stock market

 

May 2023

How far the tech sectors can support the current index uptrend?

The Japanese stock market is suddenly under the spotlight

Treasury default crisis: low probability but deep impact 

Investors can’t ignore the impact of US debt ceiling on the markets

Defensive sectors stand out ahead of recession

This is not about time for the Renminbi to become a major international currency

Sino-US financial war benefits Hong Kong's development

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