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As the Federal Reserve transitions from a rate-hiking cycle to rate cuts, international investor risk appetite is rising, benefiting both emerging market bonds and equities. This shift opens new windows of opportunity and reshapes asset allocation strategies. Lawrence Tan provides in-depth analysis

Recently, the interplay between forex and equity markets has become a focal point for investors. Macro hedge funds have increased their bets on the Australian dollar, and heightened activity in the options market indicates a clear market consensus on future trends. This phenomenon reflects the acute

With U.S. labor market data showing signs of cooling, investors widely anticipate that the Federal Reserve will signal further monetary easing. This has triggered a significant rebound in the global bond market, improving returns for bond investors and providing fresh momentum for risk appetite in e

Against the backdrop of sustained high interest rates, the demand for safety and certainty in capital allocation has intensified, as reflected in the US dollar-denominated bond market. Recent data shows that long-term US dollar bonds issued in Asia have outperformed short-term bonds for three consec

Against the backdrop of sustained high interest rates, the demand for safety and certainty in capital allocation has intensified, as reflected in the US dollar-denominated bond market. Recent data shows that long-term US dollar bonds issued in Asia have outperformed short-term bonds for three consec

Recently, the interplay between U.S. politics and monetary policy has drawn significant market attention. The weakening of the U.S. dollar and the rise in long-term U.S. Treasury yields reflect investor concerns about central bank independence and inflation prospects. As the election approaches, pol

With strong U.S. manufacturing data released, investor expectations for future interest rate policy have undergone subtle changes. Gold has held at around $3,335 per ounce, while market bets on a Federal Reserve rate cut have fallen from over 90% a week ago to roughly 73%. This adjustment reflects a

Recently, the precious metals market has experienced policy shocks and price fluctuations. Following the statement by U.S. President Trump that gold imports would not be subject to tariffs, the spot price of gold has remained around $3,350 per ounce. Lawrence Tan believes this event highlights the i

Recently, the investment market has shown positive signs, with emerging market assets receiving a significant boost driven by multiple favorable factors. The MSCI Emerging Markets Currency Index rose by 0.3% in a single day, while the Emerging Markets Equity Index recorded its largest single-day gai

Recently, investors have focused their attention on the multiple variables shaping the Asia-Pacific market. Weaker-than-expected U.S. services data has heightened concerns about the Federal Reserve future policy path, while technology and pharmaceutical sectors are under selling pressure due to impe

Amid recent market turbulence, gold prices posted their largest two-month gain, reigniting investor interest in safe-haven assets. Weak U.S. employment data and shifts in trade policy have prompted a reassessment of the future path of interest rates. These developments underscore the uncertainty pre

In his latest public remarks, Federal Reserve Chairman Jerome Powell expressed a tough stance on inflation and the labor market. This position has directly impacted expectations for a rate cut in September, triggering an overall rise in US Treasury yields and increased volatility in financial asset

Recently, U.S. President Trump increased pressure on Russia, demanding an end to military operations in Ukraine within 10 to 12 days or face a new round of economic sanctions. This statement has fueled market concerns over potential supply disruptions from OPEC+ oil producers, contributing to a rise

Recently, U.S. President Trump increased pressure on Russia, demanding an end to military operations in Ukraine within 10 to 12 days or face a new round of economic sanctions. This statement has fueled market concerns over potential supply disruptions from OPEC+ oil producers, contributing to a rise

Recently, international crude oil prices have continued to rise. Driven by optimism over trade negotiations, Brent crude is approaching $70 per barrel, while WTI remains above $66. This rebound in the energy market directly reflects changes in supply and demand, and also plays a crucial role in shap