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Have investors started shopping already?

Have investors started shopping already?

We finally saw buying in Equities (mainly Communications and Tech)
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Tanmai Sharma
Investors sell commodity stocks as Oil makes a double top on charts

Investors sell commodity stocks as Oil makes a double top on charts

Small buying in fixed income continues from last week
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Tanmai Sharma
We finally saw buying in Fixed Income!!

We finally saw buying in Fixed Income!!

Is the the end of the fixed income sales cycle?
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Tanmai Sharma
Investors ‘chill’ and buy Private Equity as Netflix falls

Investors ‘chill’ and buy Private Equity as Netflix falls

buying also seen in defensive stocks and (gasp!) fixed income
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Tanmai Sharma
Credit Suisse and Leo Wealth correctly call the ‘rally that nobody saw coming’

Credit Suisse and Leo Wealth correctly call the ‘rally that nobody saw coming’

Investors are buying into the equity rally while continuing to exit Fixed Income
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Tanmai Sharma
Investors get whipsawed by the equity markets rollercoaster

Investors get whipsawed by the equity markets rollercoaster

and not surprisingly TIPS are suddenly popular as inflation rises
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Tanmai Sharma
Evergrande likely a non-issue as investors started exiting in February

Evergrande likely a non-issue as investors started exiting in February

Signs of positive activity in broader equity markets
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Tanmai Sharma
Selling across the board as ‘Fall’ season hits the markets

Selling across the board as ‘Fall’ season hits the markets

No industry sector saw net buying (all were sold)
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Tanmai Sharma
Interest rate ‘Netflix drama’ continues. Signs of recovery in HKD equities

Interest rate ‘Netflix drama’ continues. Signs of recovery in HKD equities

Communication Stocks popular again in HKD
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Tanmai Sharma
Interest Rate traders finally agree with Bond traders and everyone sells

Interest Rate traders finally agree with Bond traders and everyone sells

Carnage in the bond market continues
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Tanmai Sharma
Tech takes a backseat, China panic subsides as the summer break continues

Tech takes a backseat, China panic subsides as the summer break continues

Communications stocks are popular across the board
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Tanmai Sharma
Investors make a U turn

Investors make a U turn

Chinese Equities and Funds were sold in significant quantities last week
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Tanmai Sharma
Investors buy equities and sell bonds as interest rates fall

Investors buy equities and sell bonds as interest rates fall

Even thought textbooks say the opposite should happen!!
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Tanmai Sharma
Investors ‘wait and watch’ as Fed signals earlier rate hike

Investors ‘wait and watch’ as Fed signals earlier rate hike

No panic yet, but a significant slowdown in activity
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Tanmai Sharma
Investors show signs of activity and a preference for Asian assets as USD loses value

Investors show signs of activity and a preference for Asian assets as USD loses value

China is ‘in’
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Tanmai Sharma
Investors relax as Bitcoin blows up

Investors relax as Bitcoin blows up

No signs of panic, some small buying in tech stocks
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Tanmai Sharma
Investor activity dies out as stocks retrace again

Investor activity dies out as stocks retrace again

2021’s retracement #4 was the last straw?
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Tanmai Sharma
Increased Investor uncertainty leads to trimmed Equity exposures

Increased Investor uncertainty leads to trimmed Equity exposures

Is the Equity rally over?
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Tanmai Sharma
Investors not rebalancing as Equities rally and Bonds mature

Investors not rebalancing as Equities rally and Bonds mature

Equities being actively bought even as allocations are at all time highs
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Tanmai Sharma
Investors once more directly buy US Equities instead of Funds

Investors once more directly buy US Equities instead of Funds

Computers and Semi-conductors are most popular sectors
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Tanmai Sharma
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