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Asia Market: The hunted turn hunters

Even as the hunted turn hunters, it doesn't alter the long-term narrative where caution still reigns

Asia Market: All systems go for the rocket-fuelled reflation trade

The tides of US stimulus raising all boats also provides a significant risk-on accelerant

Asia Market: The Macro Dilemma

Fears of further market deleveraging and stock dramas in the US merge with mutant coronavirus variants to offset some global vaccination drive results

Asia Market: Sound of more stimulus is music to the market's ears

With stimulus in the air and the VIX market fear gauge falling, there’s less urgency to de-risk and more comfort for folks to spread their "risk-on" wings

Asia Market: Who says too much of a good thing is bad?

US January employment report is near perfect from a market point of view, justifying full-throttle stimulus from both monetary and fiscal concerns