The reason for China’s incessant hoarding of gold and other important resources in recent years has been an intriguing mystery. Some, like wall street veteran Francis Hunt, have suggested it could be the prelude to the lunch of a BRICS central bank digital currency. Then there are others who think the stockpiling of gold and oil, along with grain and sugar, is a signal China is preparing for war. The data doesn’t lie – China is indeed importing gold, resources, and food like never before. But Adreas Steno Larsen, founder of macroeconomic and geopolitical intelligence firm, Steno Research, has ..read more

Increased geopolitical tensions and macroeconomic headwinds such as continued supply chain disruptions and semiconductor shortages haven’t been able to stop the rise of Indian tech stocks. The Nifty IT index, which tracks India’s largest tech stocks, has surged 25% over the past 12 months (to April 19, 2024).  So, if you’re considering Indian stocks to buy, it might be worth considering some of the most robust Indian tech stocks. Why the Indian technology sector? Well, technology stocks have the ability to outperform the broader markets due to their asset-light business model and high op ..read more

​Hong Kong’s largest airline, Cathay Pacific (HKG: 0293) has released its traffic figures for March 2024. The new data shows strong demand for travel to Hong Kong, supported by the various exhibitions and events held in the city. Cathay Pacific carried a total of 1,883,404 passengers in March 2024, an increase of 42.4% compared with March 2023. The March data caps off a strong start to the year for the Hong Kong-listed airline. In the first three months of 2024, the number of passengers carried increased by 55.7% to a total of 5,401,778, compared with the same period for 2023. Chief Customer ..read more

Iran’s unprecedented drone and missile attack on Israel has again highlighted the changing landscape of military defense, along with new investment opportunities in defense stocks. In total Israel’s Defense Force says 185 Iranian drones were launched to cause mass destruction – fortunately most were shot down. However, defending Israel from the onslaught that came in just a single night cost the country and its allies including the United States and Jordan, over US$1 billion. The first ever attack on Israeli territory by Iran has reinforced the need for updated defense technologies, according ..read more

By Jingjing Weng, Research Lead – Equities at Eastspring Investments, China At the point of writing, the China A-share market (CSI 300 Index) is up year to date on the back of bottom fishing by investors and state-ordered buying1. The gains have come against a backdrop of (modestly) improving economic fundamentals. Power generation grew 8.3% yoy in January to February while industrial production increased 7% from the year before, beating consensus expectations of a 5.2% gain. Exports during the first two months of the year were 7% higher than the year before, versus expectations of a 1.9% inc ..read more

Like most parts of the world, Asia has seen a significant spike in real estate prices in the years following the pandemic. So what has led to the surge? In this article, Asia Markets gives you seven reasons why residential housing is hot property and might continue to be throughout 2024. 1. A hedge against Covid-related volatility Residential real estate markets are a calculated hedge against the volatility of other investments during the pandemic, according to Peter Young, CEO of Singapore-based private equity firm Q Investment Partners. “The solid fundamentals behind residential living asse ..read more

For the first time ever, Iran has directly attacked Israeli territory. The unprecedented attack by Iran and its allies unfolded Saturday night. According to the Israeli Government, in total 185 Iranian drones,120 Ballistic missiles, and 36 Cruise Missiles were fired on Israel, of which 99% were shot down before impact. 12 people were hospitalised during the aerial onslaught. At least nine countries were involved in the military escalation – with weapons fired from Iran, Iraq, Syria, and Yemen. And along with the Israeli Defence Force, the U.S., France, and Jordan were involved in the defence ..read more

Breakout stocks can be strong buys when their stock price has broken out of a long term trading ranges or levels of resistance to the upside. The strategy of buying breakout stocks can be very profitable – in fact it is the sole strategy used by many technical traders. Asia Markets can reveal three breakout stocks recently highlighted by Glenorchy Capital Managing Partner Chris Macintosh. The three stocks were sent to subscribers of Macintosh’s Capitalist Exploits Insider newsletter. He believes each has the potential to rise 300% from their current levels, however he strongly suggests invest ..read more

When Chinese Government officials approached a journalist seeking information about Australian bond trader Christopher Joye, the prominent Australian investor knew it was time to stop writing about national security. “Fearful of consequences” is how he describes his feelings at the time. Joye’s brush with CCP meddling came after the founder and Chief Investment Officer of Coolabah Capital become one of the first to publicly level allegations that Chinese technology giant Huawei was enabling Chinese Government spying through its technology being used in Australia and around the wrold. Joye pub ..read more

On Tuesday morning the gold price hit another all-time high, climbing above $2,360. The continuation of the spectacular bull run has seen the gold price make gains in 10 out of the past 11 days. The move today prompted a brutal outburst from Peter Schiff – one of the world’s best-known stockbrokers and investment strategists. “Wake up Wall Street” was the message Schiff delivered while still in his pyjamas in an early morning outburst on X. “I just woke up and noticed gold is trading up over $26, to a new record high above $2,364. “When will Wall Street finally wake up? Not only to notice gol ..read more