Grace Tam

Chief Investment Advisor @BNPP_wealth - views on my own

[Grace Tam @gracetamwm]

It was a great pleasure to be part of this interactive panel discussion on investment outlook and opportunities

[BNP Paribas Wealth @BNPP_Wealth]

@GarthBregman @gracetamwm Leading experts from @JPMorganAM and @PIMCO
weigh in on the state of the global economy along with @gracetamwm

#BNPPSFO | #Familyoffice | #Singapore

[Grace Tam @gracetamwm]

My great pleasure to moderate the #BNPPSFO CIO panel session. Lucky to have three wonderful panelists giving their timely insights esp given recent uncertainty over trade war....
#Investmentstrategies

[BNP Paribas Wealth @BNPP_Wealth]

After the strong multi-asset class rally, is it time to fasten our seatbelts? @gracetamwm moderates a panel of investment experts discussing the markets and investment opportunities ahead of us.

#BNPPSFO | #Investmentstrategies |#Equities

[Grace Tam @gracetamwm]

After the bitter comes the sweet? Read my latest article on 2019 market outlook....
https://t.co/mboJeIPXmp【市場觀點】2019年市況先苦後甜？

[Grace Tam @gracetamwm]

Fear drives opportunity. We see further fall in #oil a buying opportunity than fear.....listen to my latest podcast...

[BNP Paribas Wealth @BNPP_Wealth]

[PODCAST] Is the recent sell-off in #oil overdone? After reaching 4-year highs in early Oct, oil prices have slipped. Our Chief #Investment Advisor, Hong Kong, @gracetamwm examines the reasons, and looks ahead to 2019. Listen here > https://t.co/NKBHMw9AdH

[Grace Tam @gracetamwm]

Markets tend to focus too much on bad news about Emerging Markets. But there has been some improvement happening quietly for some of “the weakest links”. Read my latest note on EMD....

[BNP Paribas Wealth @BNPP_Wealth]

#EmergingMarkets Debt : Has the bad news been largely priced in? Read the strategy note by our Chief #Investment Advisor, Hong Kong @gracetamwm > https://t.co/KemgAVxxlf #fixedincome #debt

[Grace Tam @gracetamwm]

Read my latest note on why this is not the end of the #US late cycle despite the sharp #selloff...

[BNP Paribas Wealth @BNPP_Wealth]

A sharp #selloff last night saw S&P 500 down 3.3%. Is this the end of the #US late cycle? Get the answer in this update by @gracetamwm , our Chief Investment Advisor, Hong Kong > https://t.co/X608F92hMh #investments

[David Rosenberg @EconguyRosie]

The equity bull share in today's Conference Board consumer confidence survey shot up to 42.5% from 39.8%, near double the 22.4% bear share. The bull-bear spread jumped to 20.1% from 15.7%, widest since January - recall what happened next!

[Grace Tam @gracetamwm]

US growth, US earnings and USD all look like peaking? Listen to my podcast in mandarin...

[BNP Paribas Wealth @BNPP_Wealth]

[播客] 美國增長異常好的狀況可持續多久? @gracetamwm 法國巴黎銀行財富管理首席投資策略師在我們的每周播客中提供答案 > https://t.co/xDaatMIkYm

[Grace Tam @gracetamwm]

Why China’s policy easing hasn’t led to a rally in #China equities so far? Listen to my latest podcast (mandarin)....

[BNP Paribas Wealth @BNPP_Wealth]

[播客] 寬鬆政策是預防中國經濟下滑的皇牌嗎？@gracetamwm 在我們的每周中文播客中提供答案 > https://t.co/xDaatMIkYm

[Grace Tam @gracetamwm]

Turkey’s #contagion risk is rising, what are the possible outcomes? https://t.co/fJNVV1tjpb

[Grace Tam @gracetamwm]

#value style starting to outperform...more info here on my weekly podcast in mandarin #equity https://t.co/1U6pQcQvdR

[Grace Tam @gracetamwm]

This should be accompanied with dollar weaknessses...

[David Rosenberg @EconguyRosie]

It's absolutely the height of fiscal irresponsibility to have had the government expand the budget deficit by 22% this past year at a time of full-employment. Pro-cyclical stimulus at this stage of the cycle will go down in history as one of the most boneheaded policy moves ever.

[Lonely Planet @lonelyplanet]

RT @LPtravelnews Peek inside the first hotel to be built on #Iceland's Blue Lagoon https://t.co/Q90xUgOMou

[Grace Tam @gracetamwm]

#TradeTensions obviously is the number one concern at the moment, but this doesn’t necessarily mean that investors should do nothing. What’s our views on some of the key risks and what are the tactical and longer term investment ideas for 2H? Read this... #investment #BNPP_Wealth https://t.co/hgNCIOqad9

[BNP Paribas Wealth @BNPP_Wealth]

An aging bull market in the US, ongoing geopolitical risks, potential for #tradewar and oil remains a wildcard! What should investors do in the second half of 2018? Read on to find the answers> https://t.co/NuLHUxy3P9 @BhayaniCIO @gracetamwm #investments

[Grace Tam @gracetamwm]

Market #volatility will persist, esp during summer months when #liquidity is thinner than usual. Listen to my podcast on how to navigate the wave of volatility #BNPP_Wealth #TradeWar https://t.co/B4o3fFOMIU

[BNP Paribas Wealth @BNPP_Wealth]

[PODCAST] The #markets are caught in a crossfire arising from the tit-for-tat trade conflict between the US and China. So how best to navigate these choppy markets? Our Chief Investment Advisor #HongKong, @gracetamwm offers a few pointers > https://t.co/NKBHMw9AdH #TradeWar

[Grace Tam @gracetamwm]

Recent #RMB depreciation is more likely driven by market forces than intentionally by the Chinese authorities. Read my article for more details...#China #Equities #Bnpp_Wealth https://t.co/EChp4n0TG2

[BNP Paribas Wealth @BNPP_Wealth]

[#MarketStrategy] What are the 3 key reasons to the recent #RMB depreciation pressure? Some key takeaways #Equities #China 👉👉 https://t.co/kSklmSZaZR

[Grace Tam @gracetamwm]

My great pleasure to present at #Nextgen program @BNPP_Wealth
Love the passion and questions of our #Nextgen during the investment game https://t.co/SIRKEU7vJY

[BNP Paribas Wealth @BNPP_Wealth]

Battle of the Investment Strategists: Our CIO Asia, @BhayaniCIO and CIO #Hongkong, Grace Tam took stage at @Nextgen program covering a broad swathe of investment topics including #SRI

[Grace Tam @gracetamwm]

If he does, this could create much much bigger negative impact than his combined proposed tariffs on Chinese products so far. Autos/auto parts account for almost 1% of German economy
#TradeWar #BNPParibasWealth https://t.co/NPmfgP3O0i

[Financial Times @FinancialTimes]

Breaking News: Donald Trump has threatened to impose a 20% tariff on European car imports https://t.co/BOPnoWn1pe