Days after warning that markets were mispricing the Federal Reserve, the strategist points to SpaceX’s slide and mounting stress in private credit as the next triggers for the correction he expects between June and August. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, June 24 – The sell-off Dr Sailesh Kumar Jha outlined in a…
Markets Are Mispricing the Fed – And Investors May Pay the Price, Warns Top Strategist Dr. Sailesh Kumar Jha, Global Market Strategist and former Chief Asia Economist at Credit Suisse AG Singapore, says a 10 to 20 per cent correction in US equities could be imminent as markets wake up to an underpriced Federal Reserve…
Reduced geopolitical tail risks after the US-Iran talks are triggering a structural rotation of global capital toward ASEAN, the Gulf and Africa — regions increasingly positioned to anchor the next phase of global growth, says Juwai IQI Global Chief Economist Shan Saeed. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, April 16 – The conclusion…
Brent’s surge above US$100 signals a structural shift in how geopolitics, inflation and financial markets interact. Oil markets are increasingly shaped by geopolitics and strategic chokepoints, with tensions around the Strait of Hormuz amplifying global energy risk premiums. KEY TAKEAWAYS Oil is now driving the global macro cycle. Brent crude near US$104 per barrel, up…
Bank Muamalat’s Dr Afzanizam Abdul Rashid warns of prolonged supply shock, surging subsidy costs and historic trade disruption as the US–Israel war with Iran escalates into a global energy crisis BY TENGKU NOOR SHAMSIAH TENGKU ABDULLAHMarch 23, 2026 KUALA LUMPUR – When Dr Mohd Afzanizam Abdul Rashid, Chief Economist at Bank Muamalat Malaysia Bhd first…
