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Weekly research notes covering the full spectrum of asset classes

Market Commentary—07/10/18

October 8, 2018 / Hamza Ahsan

China’s central bank injects more cash into the banking system to tackle slowing economic growth by cutting reserve requirement ratios, freeing up Rmb750bn ($109bn) of capital following a fall in exchange reserves from $3.09tn to $22.7bn in September as a consequence of the US-China trade war. This reflects China’s position in this trade war and […]

A ‘Rich’ Valuation?

October 5, 2018 / Hamza Ahsan

This summer has been a particularly hot one for microprocessor manufacturing companies like Intel and Advanced Micro Devices (AMD). In April 2018, AMD’s stock has surged and gained more than 200% in value, whereas the monopolistic market leader Intel has shown little movement. The rise comes partly from the struggles that Intel is facing with […]