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ECOGNOSIS ADVISORY
Markets brace for a long conflict as investors reassess global equity risks: Andrew FrerisWest Asian tensions are creating market uncertainty. Investors face prolonged volatility for months or years. Some Asian markets like Singa...- Brent at $100? Hormuz Risk, AI rally and a fragile US market: Andrew Freris flags two-year energy shock cycleGeopolitical shifts in West Asia will alter global energy routes for years. Oil prices may stay high. Equity markets are climbing on artifi...
- “No quick end in sight”: Andrew Freris flags prolonged war risks for global marketGeopolitical tensions surrounding Iran have left investors uncertain about the conflict's duration, with experts predicting a prolonged per...
- Defence stocks are the only clear buy right now: Andrew FrerisEconomist Andrew Freris advises investors to shift focus from oil to defence stocks following the US strike on Iran. He argues that oil pri...
- Fed’s rate cut sparks concern over inflation; won't help in job creation: Andrew FerrisAndrew Ferris, CEO of Ecognosis Advisory, criticised the Fed’s recent rate cut, warning it may fuel inflation without boosting jobs. He hig...
- Inflation, not geopolitics, will guide Fed decisions: Andrew FerrisAndrew Ferris, CEO of Ecognosis Advisory, advises clients to reduce US holdings due to expectations that the Federal Reserve will maintain ...
- Evergrande a Chinese issue; shouldn’t affect other markets: Andrew Freris“I am not underplaying the importance of Evergrande in the Chinese financial market. It is the highest leveraged property company in the wo...
- Trump-Kim meet is no longer on market radar: Andrew Freris, Ecognosis AdvisoryI am telling my clients to keep clear out of equities for now, says Freris.
- Comparisons between China now and 30 years ago are irrelevant: Andrew Freris, Ecognosis AdvisoryChinese authorities slowing down economy to change the growth drivers, says Freris.
- We may not have seen the end of higher interest rates from Fed: Andrew Freris, Ecognosis AdvisoryMore worrying is the US fiscal deficit which has gone up a whopping 16%, says Freris
- Not US market, EMs falling due to domestic policies: Andrew Freris, Ecognosis Advisory“US markets have fallen because the interest rates are rising. It’s not a correction.”
- Fall in global markets was long expected: Andrew Freris, Ecognosis Advisory"I have been telling my clients that if they have more new money, definitely not put it in the US," Freris says.
- Everybody's over the moon with GST, where are the other reforms?: Andrew Freris, Ecognosis Advisory"Modi has not done anything about land reform, labour market reform, opening up to international competition in wholesale and retail sector...
- Totally against the idea of UK leaving the European Union: Andrew Freris, Ecognosis Advisory"One has to be very careful with polls in the UK."
- There is no global market any more: Andrew Freris, Ecognosis Advisory"I am looking very selectively at property, at some aspects of shipping and at mining"
- IMF and World Bank do not move markets: Andrew Freris, CEO, Ecognosis AdvisoryOil import is the single most important component in India's import and the drop in the import figure might be the drop in the price of oil...
- Rupee fall not due to yuan devaluation but government's policy logjam: Andrew Freris, Ecognosis Advisory"Parliamentary process has rejected Modi's reform policies. Now if that is not a reason why to sell the rupee, I do not know what is."
- Chinese market crash has nothing to do with economy: Andrew Freris, Ecognosis AdvisoryAndrew Freris, Ecognosis Advisory, shares his views on the crash in the Chinese market and its implications for the world's 2nd largest eco...
- Greece default not official; this stops dominos effect within the markets: Andrew Freris, Ecognosis AdvisoryTechnically the IMF may need one month before it declares that Greece has defaulted so nothing much has happened for the time being.
- Won't buy India if RBI fails to cut rates further: Andrew Freris, Ecognosis AdvisoryFed is not going to increase rates this year. We have been saying that the Fed is not going to increase interest rates.
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