Market Journal
What this report is about: On this day that celebrates the lustrous yellow metal, we look at what makes gold so special as compared to other asset classes throughout history, even till today. Understanding the factors that really drive gold prices as the factors that correlate with gold prices may not be as intuitive as…Read More
Summary Unprecedented fiscal and monetary stimulus may have averted a global economic crisis, but it comes with its own set of issues in the form of potential runaway inflation. Inflation is explored in three parts and may not be as transitory as the US Federal Reserve would like us to believe. We explore negative yields…Read More
What this report is about: Understanding Evergrande’s business developments. Diving into earning financial result. Learning lesson from Evergrande In recent weeks, we have seen countless news headlines on Evergrande’s crisis. The share price has collapsed through this year from HKD$14.14 on 4 January 2021 to a year low of HKD$2.06 on 21 September 2021. Although…Read More
The following lists some of the more popular stocks – not in any order of ranking – traded by POEMS clients along with major stock announcements in the month of August. At a glance: After moving down sharply, all three major indices trended higher in the second half of the month, to record highs. US…Read More
What this report is about: EV makers face stiffening competition from traditional car makers. Valuations also seem stretched. Understand the five main segments of the EV ecosystem to gain exposure to each segment. Investors can also take positions on related industries that might benefit from or be hit by EV adoption. The world is pivoting…Read More
At a glance: China is facing immense political and economic pressures from many countries. US-listed Chinese companies face threats of delisting, a ban from doing business with American companies, or getting blacklisted from American investments. Chinese companies might think twice on listing on US Exchanges. China’s 14th Five-Year Plan focuses on self-strengthening, socio-economic development and…Read More
Despite its size and meteoric growth, the video-game industry still has room for development. It has been identified by many as one of the few winning sectors in this pandemic. For the past two years, business shutdowns and social distancing have limited people’s entertainment options, driving them to play video games at home. Game downloads…Read More
What this report is about: Understanding China’s economic evolutions of online gaming industry for the past 50 years. Analysing the motives behind the China’s crackdown on gaming companies. What are the strategies that companies use to counteract with China’s regulations? With the US National Video Games Day just around the corner, on 12 September 2021,…Read More
What this report is about: China’s crackdown on technology companies has created much unease in markets. Its technology sector remains attractive, given the country’s ambition to become a leading innovative country. Against headwinds for Chinese equities and challenges faced by foreign investors in picking Chinese stocks, get exposure to the sector through our newly launched…Read More
Summary Sony announced the launch of the PS5 in the holiday season of 2020 and the next-generation console is expected to shake up the gaming industry The new console will benefit video game companies, related technological and consumer discretionary sectors The emphasis on a subscription-based business model will help increase the average revenue per user…Read More