Going back a few years, the biggest corrections in the context of Asian markets occurred in May 2005 (down 19.8 percent), April 2005 (down 7.8 percent), October 2005 (down 8.3 percent), May 2006 (down 18.6 percent) and March 2007 (down 10 percent). Read More

There’s been a lot of speculation of late that May’s the month the global markets will sell off once again, which is what happened at this time last year. Read More

The Chinese market is vulnerable to a new decline in the not-so-distant future. The drop could be as big as 20 percent, and markets around the world would take notice again. Read More

Although the view here has been fairly cautious, the fact of the matter is that, given the negative headlines (weaker US earnings growth being the most-recent one), no one can really say if the global markets--and economies--are or aren’t climbing the proverbial wall of worry. Read More

It’s becoming increasingly obvious that the majority of investors remain uncertain as to what will be the final outcome of the Federal Reserve’s moves and the slowdown of the US economy this year. The debate between deflationists and inflationists remains animated.   Read More

The world’s markets are still in bull mode, with the majority of investors trying to capture this new leg up. As a Hong Kong-based investor told me over the weekend during a phone conversation, “It feels like the correction never took place.” Read More

Global markets show signs of a desire to go higher, but at the same time risks linger. Thus, buying decisions for fund managers are much tougher, and this is how it should be, if only because of the fact that the world’s stock markets haven’t acted healthy when faced with real danger.   Read More

It certainly seems that the markets are anxious to rise again, a restlessness that weakens the case--argued by many market observers--that February 27 marked the beginning of something more than a 10 percent correction. Read More

After a look at global markets, I can’t help but think that my long-held view--namely, that the bears will have to wait a little longer--might materialize. Read More

After 20 years of making things for the rest of the world, Asia is now in position to address its own needs. Read More