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tech stocks

Opinion | Time to see ‘marketplace magic’ as the voodoo economics it really is

by Anas Siddiqui
Opinion | Time to see ‘marketplace magic’ as the voodoo economics it really is

Even allowing for the long-standing tendency towards excess on the part of stock investors – which has all too often resulted in boom-and-bust cycles – the apparent inability of markets …

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Opinion | Why stock market stars are at odds with real world’s investment needs

by Anas Siddiqui
Opinion | Why stock market stars are at odds with real world’s investment needs

We should be asking much deeper questions now than simply about whether and when another stock market bubble burst might come. We should be re-examining the role of private and …

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Opinion | Why Magnificent Seven US tech stocks are the bubble that won’t burst

by Anas Siddiqui
Opinion | Why Magnificent Seven US tech stocks are the bubble that won’t burst

It is hard to overstate the importance of this septet. With the exception of Tesla, all the companies figure among the world’s top seven firms by market capitalisation. Moreover, the …

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Opinion | Risk of Trump’s return overshadows Asia’s 2024 election bonanza

by Walter Watson
Opinion | Risk of Trump’s return overshadows Asia’s 2024 election bonanza

On Saturday, Taiwan will fire the starting gun on a succession of elections in the majority of the world’s most important economies and financial markets. To say the 2024 global …

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Opinion: John Lee’s 2023 policy address shows Hong Kong is waking up to new realities

by Ron Morgan
Opinion: John Lee’s 2023 policy address shows Hong Kong is waking up to new realities

On October 25, Chief Executive John Lee Ka-chiu delivered his second policy address with continuing emphasis on the economy and a wide gamut of measures to improve livelihood, from land …

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Chinese fund managers raised allocations to consumer and financial sectors in the third quarter, with bets on an economic recovery

by Anas Siddiqui
Chinese fund managers raised allocations to consumer and financial sectors in the third quarter, with bets on an economic recovery

Chinese mutual funds increased their exposure to sectors that are closely linked to economic activity, ranging from consumer goods and services to financials and materials in the third quarter, analysts …

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