Maurice Gravier, Special to Gulf News

Articles from the author

US stocks have only shed the fat – nothing more

Certain markets were overvalued and the recent price retreats was indicative of that

That stock valuations in the US are becoming more 'reasonable' will be for the greater good.

UAE, GCC economies are well-placed in ‘25

Gulf states have the assets in play to make compelling cases with investors

Tariff talk and the dollar have had a bearing on where investors want to put their funds. But there are other dynamics coming into play.

2024 was about a hot streak for US stocks – gold too

2025 will see the tariff issue come into sharp focus for investors in their asset plays

US stocks and gold had an exceptional 2024 run. So did the Dubai Financial Market.

2024 sure delivered answers for global investors

So much so, even a bout of new geopolitical uncertainties failed to spook markets

The dollar is rampant in the closing stages of 2024, boosted after what's been a landmark US Presidential election.

Markets wait on Trump’s tariff threats

Higher tariffs will alter inflation scenario, a big detail for investors to factor in

Higher tariffs on imports into the US has always been Donald Trump's position. If he does hike, how high will he take them?

Investors are rushing to catch China stimulus

Can China’s stock market rally go quite some distance?

China has lighted up its stock markets with a stunning stimulus package. Investors are rushing in to ride this wave.

Investors must not get carried away with economic data

August provided ample proof of investors resorting to extreme sell-offs at first instance

Summer provided extremes of volatility, and investors engaging in risk-off positions. If they learnt anything, it's to not get carried away by data.

Will global investors get a soft landing in H2-24?

Investors must be quick to factor in political headwinds

So far in 2024 investors holding a diversified portfolio have been well rewarded for their efforts. The same mix could help in a much more charged market environment for H2.

Western central banks must get on with rate cuts

Short-term horizon investors need to be thinking risk-free – and not Nvidia

Election results have had a major say in some key markets, albeit temporarily. But the big one, the US Presidential election, looms on the horizon.

Will investors finally get that interest rate cut?

Even without one, there is much ‘fundamentally driven’ markets can bring about

Investors eyeing 'fundamentally drive' market opportunities should always factor in short-term volatility. It's best to go bigger on diversification.

Not the time for investors to take on outsized risks

Asset prices boom, rate cuts are imminent, but investors can refrain from going all-in

There are more signs of key global economies, especially Western ones, getting back into decent expansion mode. But investors must still keep close watch of how inflation rates are faring.

AI is not an overnight bubble in the making

Investors can and should build positions in AI plays, but don’t discount volatility

Nvidia's stock and profit percentage numbers are eye popping. And that's been carrying the AI laden stock market ride since. Investors need to keep their eyes open.

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