logo

Articles written by
nigel green

Investment Insights by Nigel

Global markets are showing the strain after an extended period of exuberance, and the sudden shift in mood has unsettled investors who had come to expect uninterrupted gains across AI and tech, gold, cryptocurrencies, and equities.The turn has been swift. Gold has given back a meaningful portion of its late-October surge, bitcoin has slipped under $90,000, and equity markets worldwide have recorded several sessions of broad declines.The […]

Investment Insights by Nigel

Every bull market has its blind spots. There comes a point in every economic cycle when optimism feels effortless, when valuations stretch, and when extraordinary developments start to look normal. Only later, with the benefit of hindsight, do we realise which signals were genuine warnings.Today, investors are once again wrestling with that question. Global equities are trading near record highs, liquidity is returning as US interest rates […]

Investment Insights by Nigel

The dominance of the Magnificent 7 now defines the shape of global markets. Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla account for more than a third of the S&P 500’s total value, up from about 12% a decade ago.Their performance has lifted the index even as most of the remaining companies have moved sideways. The question for investors is whether these firms are overvalued or whether […]

Investment Insights by Nigel

The US stock market continues to surge, its strength underpinned by robust earnings and an easing policy stance from the Federal Reserve. AI remains the defining force, lifting productivity expectations and propelling capital spending.Wall Street is still the engine of global growth, but attention is beginning to turn elsewhere. A growing number of market participants see the next major wave forming in Asia, led by China and […]

ADVERTISEMENT
Investment Insights by Nigel

For years, the cryptocurrency debate has centred on price. Every discussion returned to charts, volatility, and market speculation. The fixation on value swings has distracted from a much more important story.The future of digital finance is not about price movement. It is about infrastructure.Regulated stablecoins are emerging as the foundation of a new global financial system. They combine the trust of established currencies with the speed and […]

Investment Insights by Nigel

ASML’s blowout third-quarter orders tell the real story of the global economy right now. The world is not slowing down — it’s retooling itself for the AI age. The Dutch company, which makes the advanced lithography machines needed to produce the most powerful AI chips, reported €5.4 billion in new bookings for the quarter, well above forecasts. This figure matters far beyond Europe’s borders. It signals that […]

Investment Insights by Nigel

Washington’s plan to sharply raise the cost of H-1B visas—the key route for skilled overseas professionals into the United States—has consequences far beyond immigration policy. It signals a potential reallocation of talent, capital and innovation that could redefine where the next wave of technology growth takes place. If the US prices out the world’s top engineers, data scientists and entrepreneurs, those individuals will gravitate toward regions offering […]

Advertisements
ADVERTISEMENT
Investment Insights by Nigel

Defence stocks will rally and global investors will be paying attention, I believe.The reason the bullish analysis is a catalyst came the moment President Donald Trump, after meeting Ukraine’s President Volodymyr Zelenskyy at the UN General Assembly, declared that Kyiv can reclaim all territory seized by Russia, an abrupt and market-moving pivot from his earlier calls for compromise.In a single statement, the world’s largest economy effectively signalled […]

Investment Insights by Nigel

The Federal Reserve sets the price of money for the world’s largest economy, but the battle now unfolding in Washington is about far more than the next rate decision. President Donald Trump and his economic advisors are pushing to narrow the central bank’s mission and pull it closer to the White House.For international investors, this is not a distant Beltway turf fight. It’s a direct threat to […]

Investment Insights by Nigel

Markets are sending urgent signals.Gold has burst above $3,600 an ounce, a record that reflects both anticipation of rate cuts and a broader scramble for safety. Treasury yields have swung sharply, with shorter maturities pulled lower by expectations of central bank easing while long-dated bonds creep toward multi-year highs, and across equities, momentum has become fragmented, with volatility rising around political headlines and economic uncertainty.These are not […]

ADVERTISEMENT
Investment Insights by Nigel

Central bankers rarely admit defeat. But Jerome Powell’s latest remarks left little doubt: the Federal Reserve now sees the labour market faltering before inflation is fully tamed. This shift in focus – from bringing down prices to protecting jobs – marks a profound change in the policy backdrop. For investors, it is a wake-up call. For two years, the dominant story was inflation. Central banks tightened aggressively […]

Investment Insights by Nigel

Global stock markets are basking in record highs, but the mood beneath the surface is far from confident.This isn’t a calm, sustainable rally. It’s one built on fragile assumptions, stretched valuations, and dangerous complacency. The higher equities climb, the more brutal the eventual reckoning could be.This summer has rewarded investors handsomely. The S&P 500 and FTSE 100 broke into new territory just over a week ago. Japan’s […]

World

Wall Street surged on Friday as Federal Reserve Chair Jerome Powell’s address at the Jackson Hole symposium signposted a shift in policy direction, lifting the Dow to its highest closing level of 2025. The Dow climbed by around 1.9 per cent, the S&P 500 rose 1.5 per cent, and the Nasdaq jumped by roughly 1.9 per cent. This rally reversed a recent downturn and came amid rising […]

Investment Insights by Nigel

US Treasury Secretary Scott Bessent last week made a comment that should have sent markets into deep reflection. Instead, it was largely shrugged off. He suggested that the White House’s unprecedented revenue-sharing deal with Nvidia and AMD could be extended to other industries. This single line carries profound implications — and the muted reaction says more about investor complacency than anything else. The arrangement currently in place […]

ADVERTISEMENT
Investment Insights by Nigel

US markets have been hitting record levels this week, and the catalyst of growing conviction that the Federal Reserve will cut rates in September.The Dow surged 463 points on Wednesday, the S&P 500 notched another all-time high, and the Nasdaq also finished at a record for the second straight day.The optimism is being driven by a tamer-than-expected inflation report that has traders assigning a near 100% probability […]

Investment Insights by Nigel

Apprehension has returned to US stock markets, and the reasons are becoming increasingly difficult to ignore.Many asset allocators I speak with are questioning valuations that appear stretched and overly reliant on a handful of technology giants. Although the S&P 500 and the Nasdaq 100 reached fresh highs just last week, the rally already feels vulnerable.Outside the United States, sentiment is notably more optimistic. In Europe, Asia, and […]

Investment Insights by Nigel

President Trump has sharply shortened his own deadline for punishing buyers of Russian oil, catching markets off guard and forcing investors to price in a risk that had previously been dismissed. On Monday, standing beside UK Prime Minister Keir Starmer in Scotland, Trump announced that Moscow now has only 10 to 12 days to secure a peace deal over Ukraine.  If it doesn’t, he says he will impose 100% […]

ADVERTISEMENT
Investment Insights by Nigel

We’re at an all-time high for the S&P 500 right at the beginning of earnings season. If we can get through this earnings season with not too many major failures, this upward current momentum that we have in the market, is likely to continue.It’s tempting to call this a pause for breath—but make no mistake, what follows could determine whether bulls stay in control.With 59 S&P 500 companies already […]

Investment Insights by Nigel

A tide of tariffs is sweeping across Europe, and the damage is becoming visible just as earnings reports begin to drop.President Trump’s trade decisions are no longer a future threat; they’re now a present force reshaping European corporate performance. The timing is brutal.What was expected to be a modestly positive second quarter for European earnings has shifted into decline, with weakness now concentrated in a few critical […]

Investment Insights by Nigel

Sterling’s recent rally has little to do with the UK economy suddenly outperforming expectations. It has everything to do with the dollar falling out of favour. When the pound hit $1.365 this week—its strongest level since early 2022—it was a flashing red signal that international investors are losing faith in the greenback. Let’s not pretend this is about interest rates. The Federal Reserve is still holding firm, […]

Investment Insights by Nigel

If the United States launches direct military strikes against Iran, global stock markets will likely react with speed and force—dropping hard before any official policy statements are made or economic forecasts adjusted.This would not be a measured repricing. It would be a sharp reflex from investors who have, until now, largely overlooked the rising threat of a wider regional war in the Middle East.Equities across the US, […]

Investment Insights by Nigel

The newly announced trade agreement between the United States and China offers temporary relief from economic tensions, but it does not resolve the deep strategic rift between the world’s two largest economies.For investors, I believe, this is a short-term fix within a long-term rivalry, and portfolios must be positioned accordingly.President Donald Trump’s statement that a deal is “done” follows two days of talks in London. The agreement […]

Investment Insights by Nigel

Emerging markets are pushing higher again, and this time, the momentum isn’t misplaced.Behind the move is a growing body of evidence that the world’s most dynamic developing economies are demonstrating real economic resilience, despite a chaotic external backdrop.For investors, it’s a signal that deserves immediate attention.The surge in sentiment has been supported by improved financial market conditions, stronger currencies, and narrowing bond spreads.Business surveys across Asia, Latin […]

Investment Insights by Nigel

If you’ve spent the past few months watching the Trump tariff drama unfold, AI stocks become volatile and listening to everyone from your broker to your barista talk about rate cuts and inflation, you might think the only path to investment success in 2025 runs through stocks.But quietly, away from the hype, a growing number of individual investors are making a different move: they’re locking in perhaps […]

VISHNU RAJA
RYO YAMADA
HITORI GOTOH
IKUYO KITA
Just in:
Dogecoin gains broader rails through Paxos // Handshake Finance Raises S$500K Pre-Seed to Build Escrow-as-a-Service for Singapore’s High-Trust Service Industries // Gulf strikes test fragile US-Iran truce // Dairy line upgrades promise deeper emissions cuts // Yen nears intervention line as dollar strengthens // Cockroach Politics And The Limits Of Public Anger // MOKiN Introduces Safe Swap Programme in Malaysia to Encourage Safer Charging Habits // Sui upgrade faults trigger reliability test // Abu Dhabi forum weighs AI impact // Audible rewards users for listening // UAE firms expand as cost pressures bite // Windows Search flaw exposes credentials // Hong Kong forges new opportunities with Kazakhstan and Central Asia // Kioxia surge redraws Japan’s market order // Abu Dhabi gaming push gains AI edge // OMIFCO listing to deepen Muscat market // Jangmi drenches Tokyo and snarls travel // Bull and Foxconn deepen Europe AI supply chain // Spiro funding deepens Africa’s e-mobility race // World Cup squads set player record //