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INSIGHTS THAT MATTER

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Markets on Target for further downside

Published May 25, 2022

• Concerns about less growth and more inflation appear to be driving sentiments currently • US retailing giant Target misses forecasts by a mile – a salutary lesson for investors • The US consumer has rolled over and faces a worrying increase in gasoline prices • The read-through for the rest of the market is…

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Light at the end of the tunnel?

Published May 18, 2022

The much talked about “Market Correction” – It’s finally here and it’s not the first time. Both globally and domestically markets are struggling to hold up. Optimism is gradually turning into despair and most market leaders of the previous rally are breaking down. There is no denying that we are in midst of global uncertainty,…

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Questionable Positives

Published May 17, 2022

• Equities rebound as bond yields dip • Ordinarily, historical precedents suggest, the setback in equities would be followed by a positive year but… • Inflation is still a major concern, and central banks have much to do • Higher oil prices clearly helping GCC equity markets – Aramco becomes the world’s most valuable company…

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Inflationary Concerns

Published May 12, 2022

Just last month, we wrote about attention moving from the ravages of the Russia-Ukraine war to economic growth concerns. We have moved further along the path and the debate is now centred around inflation higher for longer vs demand destruction and a global industrial recession. (We do think that we are headed towards a recession…

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