Another “super week” ahead: results season kicks off – 3Q financial reports for major large companies to be announced the week ahead; Upcoming financial data events: The US Beige book on economic situation, China GDP, The US PMI data
US growth is not as bad as expected, inflation is not as high as feared. Is “stagflation” over concerned?
HKEX A50 Futures will be listed on Monday 18th October. What is HKEX A50 Futures? What will it mean to Hong Kong stocks and A-share markets?
Non-farm payrolls in the US exceeded expectations in July, is taper coming?
10-year treasury yield bounced sharply from 1.1% to 1.3% on Friday. What is the implementation to the equities market?
EV industry - The Biden Administration put forward a goal of developing the US electric car industry, which plans to increase the proportion of electric vehicles in the US to 50% by 2030. Traditional car automakers such as GM & Ford, are part of the program
Upcoming most anticipated earning results this week
Chinese companies regulatory risk continues… the rationale and what’s next
With two decades of experience in investment management, Inez is a seasoned investment professional, well-versed in global financial markets. At VSFG, Inez is responsible for thought leadership in forecasting and creating investment recommendations for institutional and high-net-worth clients to align with their individual investment profiles. She specializes in macro analysis and forming predictive thematic investment ideas in global markets, and then aligning those high conviction ideas by recommending the optimal investment vehicles aimed to capture the best risk-adjusted returns for clients.
Prior to joining VSFG, Inez was an Investment Director at a major global asset management firm, focused on developing investment strategies and managing portfolios of family offices and high-net-worth clients. She also managed a flagship fund which produced returns that consistently outperformed the market over many years.