Rising bond yields, slowing stock momentum: what to do?
As bond yields are soaring, momentum on stock prices is slowing down. Is this the end of the party? While the situation may look grim, we ought to have a closer look at it to see that things might not be as bad as they seem.
Looking at Vietnam’s economics is reminiscent of early 2000s India. Investors should realize the position Vietnam is in today: positive economic growth; COVID-19 under control; secured free trade deals; attractive valuations and momentum.
With more and more government and leading companies pledging to go carbon neutral by 2060 or earlier, coal investing is becoming less and less popular. Is there any investment opportunities left in the commodity?
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