Market Commentary

Observations and Thoughts from Hokkaido (April 2012)

Changing Dynamics in the Global Auto Industry (March 2012)

‘Age of Shale’ & Its Implications (February 2012)

World Energy – From Scarcity to Abundance (January 2012)

European Bank Woes Deepened (December 2011)

Wealth Inequality – A Growing Problem (November 2011)

Age, Investing & Equity Valuations (October 2011)

AMG News Flash (22nd September 2011)

Pitfalls of Looking into the Hourglass (September 2011)

AMG News Flash (15th August 2011)

Earthquake in Japan is not as much a disaster to stock market (April 2011)

Geo-political tension fuels the rally in oil prices (March 2011)

AMG News Flash (15th March 2011)

The inflation problem of Asian countries (February 2011)

2011 – Global economy and financial markets to stay in the up trend (January 2011)

European debt problem shakes the market again (December 2010)

The second round of quantitative easing is coming for U.S. (November 2010)

Quantitative easing 2.0 (October 2010)

New policy initiatives to take on slow recovery (September 2010)

Status quo for Fed’s easy monetary policy (August 2010)

AMG Weekly Market Update : Gold is moving up again (16th August 2010)

AMG Weekly Market Update : QE extended by Fed (9th August 2010)

AMG Weekly Market Update : USD softens as low interest rate expected to stay longer (2nd August 2010)

AMG Weekly Market Update : Sweetening up RMB for offshore markets (26th July 2010)

AMG Weekly Market Update : Target missed for European stress test (19th July 2010)

Slower growth to weigh on financial market (July 2010)

AMG Weekly Market Update : Decent growth is just not good enough for now (12th July 2010)

AMG Weekly Market Update : Economy is losing steam (5th July 2010)

AMG Weekly Market Update : Budget cuts could hurt financial market (28th June 2010)

AMG Weekly Market Update : RMB to “de-peg” with USD for a second time (21st June 2010)

AMG Weekly Market Update : Re-financing is there for European government (14th June 2010)

Markets stabilized a bit, while budget cuts bring new challenge (June 2010)

AMG Weekly Market Update : U.S. Job data came in lower than expected (7th June 2010)

AMG Weekly Market Update : Slower growth becomes new challenge for Euroland (31st May 2010)

AMG Weekly Market Update : Euro, uncertainties are still looming around it (24th May 2010)

AMG Weekly Market Update : Investors are turning more conservative (17th May 2010)

AMG Weekly Market Update : Relief for sovereign debt problem in Euro zone (10th May 2010)

AMG Weekly Market Update : Risk aversion jumps on sovereign debt problem (3rd May 2010)

Sovereign debt issue in Euro zone (May 2010)

AMG Weekly Market Update : US stock market ran up on strong earnings reports (26th April 2010)

AMG Weekly Market Update : Market clouded by bad news, but Chinese economy shines. (19th April 2010)

AMG Weekly Market Update : Earning reports season starts in US (12th April 2010)

RMB exchange rate reform (April 2010)

AMG Weekly Market Update : Job growth returning to US (7th April 2010)

AMG Weekly Market Update : Debut of futures trading in China (29th March 2010)

AMG Weekly Market Update : The rescue package for Greece (22nd March 2010)

India is in exit mode (March 2010)

AMG Weekly Market Update : Key takeaway from NPC and CCPCC is policy change shall be mild (15th March 2010)

AMG Weekly Market Update : Better job and consumer credit figures (8th March 2010)

AMG Weekly Market Update : Manufacturing PMIs points to continued growth (1st March 2010)

Lots of news, but growth prospect is still the key (February 2010)

AMG Weekly Market Update : Harsh yet necessary decisions (8th February 2010)

AMG Weekly Market Update : More consolidation (1st February 2010)

AMG Weekly Market Update : President Obama to rectify the financial system (25th January 2010)

Stimulation policy exit brings along uncertainties (January 2010)

AMG Weekly Market Update : Policy risk is still plaguing Hong Kong market (18th January 2010)

AMG Weekly Market Update : Policy risk weighs on stock market (11th January 2010)

AMG Weekly Market Update : Activity revives, and risk appetite remain high (4th January 2010)

AMG Weekly Market Update : Quiet holiday times (28th December 2009)

AMG Weekly Market Update : HK stocks plunges on capital outflow (21st December 2009)

Transitions in growth engine (December 2009)

AMG Weekly Market Update : USD rebound on news flow (14th December 2009)

AMG Weekly Market Update : US job data helped by seasonal hiring (7th December 2009)

AMG Weekly Market Update : Dubai debt problem (30th November 2009)

AMG Weekly Market Update : Big Thanksgiving! (23rd November 2009)

AMG Weekly Market Update : RMB exchange rate not to float on argument (16th November 2009)

AMG Weekly Market Update : USD fell on more stimulus (9th November 2009)

US yet to withdraw support (November 2009)

AMG Weekly Market Update : USD jumped again on weaker confidence (2nd November 2009)

AMG Weekly Market Update : Economic data back in focus (27th October 2009)

AMG Weekly Market Update : Corporate results fuels optimism (19th October 2009)

AMG Weekly Market Update : Mainland A share market gets better (12th October 2009)

Weakening USD to lift asset prices (October 2009)

AMG Weekly Market Update : Olympic Effect (5th October 2009)

AMG Weekly Market Update : Capital flow to dominate markets (28th September 2009)

AMG Weekly Market Update : Low interest rate and weak USD fuels capital flow (21st September 2009)

AMG Weekly Market Update : Time to lock-in profit for high yield bonds (14th September 2009)

AMG Weekly Market Update : Gold price shot up suddenly (7th September 2009)

Adjustment is good chance for long term investors (September 2009)

AMG Weekly Market Update : Adjustment makes good opportunity for China investment (31st August 2009)

AMG Weekly Market Update : Surprises from economic data and government bond yield rising (24th August 2009)

AMG Weekly Market Update : Hong Kong and China market loses steam, watch out for change in fund flow (17th August 2009)

AMG Weekly Market Update : Job data invokes rally in stock price (10th August 2009)

Asia may not be leader, but surely the front-runner for global economic turnaround (August 2009)

AMG Weekly Market Update : Governments face constraint, changes in policies shall be mild (3rd August 2009)

AMG Weekly Market Update : “Red hot” capital flow create bubbles in Hong Kong stock market (27th July 2009)

AMG Weekly Market Update : Into the earnings reports season (20th July 2009)

AMG Weekly Market Update : Slips in commodities and stock markets (13th July 2009)

Uneven road for global economy and stock market (July 2009)

Strong capital flow prop up asset prices (June 2009)

LIQUDITY AND CONFIDENCE COME BACK (May 2009)

Geithner’s plan - buyers’ plan or bankers’ plan? (April 2009)

The thunder storm before the clear sky (March 2009)

Where is the Bull when it is year of the Ox? (February 2009)

2008 Summary (January 2009)

Size matters, but might not mean the same thing anymore! (December 2008)

SALE - BIG SALE! (November 2008)

An Unforgettable Month (October 2008)

Rough Weather, Rough Market (September 2008)

The Stormy July (August 2008)

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