16 October 2018

Geoff Lewis

Senior Strategist (Asia), Capital Markets & Strategy Team, Manulife Asset Management
  • It’s possible that US President Donald Trump will seek a deal when he meets Chinese President Xi Jinping at the G20 summit in late November. Photo: Reuters

    Why US tariffs may only disrupt China economy in the short term

    - Oct 3, 2018 11:51am
    As we went to press, we heard US President Donald Trump’s announcement imposing a 10 percent import tariff on US$200 billion of Chinese imports from Sept. 24. Relations between the United States and China have suffered...
  • If there is no trade deal between the United States and China, tariffs could have a strong bearing on the next US presidential election. Photo: Bloomberg

    Trade war: How much is theatre, how much is real?

    - Sep 13, 2018 10:56am
    The “Trade Wars” saga continues to screen at full theatres around the globe. How much is theatre, for domestic political consumption, and how much is real? That is the key question for investors. Unfortunately, it looks...
  • Once the US dollar loses momentum, sentiment towards emerging markets should first stabilize and then improve. Photo: Reuters

    Emerging Asia remains attractive

    - Jun 25, 2018 5:51pm
    Geopolitical and financial risks came to the fore in May: the United States exited from the nuclear deal with Iran and went ahead with planned import tariffs on steel and aluminum, while the political crisis in...
  • Even if the impact of the latest import tariffs on the US and Chinese economies are quite minor, foreign trade will be an additional source of volatility for markets in coming months. Photo: Reuters

    New US-China tariffs point to need for bilateral negotiations

    - Apr 9, 2018 12:03pm
    Last month proved to many investors how serious the Trump administration is about foreign trade and the need to reduce US trade deficit. The earlier tariffs were on solar panels, washing machines, steel, and aluminum, which...
  • The long-anticipated market correction is unlikely to be the start of a protracted bear market. Photo: Reuters

    Equity market: Keep calm and carry on

    - Feb 28, 2018 11:10am
    The long-anticipated market correction finally arrived. Equity markets began to falter in late January, entering a full-blown correction phase in February. Rather than a mere 5 percent dip, it has been a more meaningful correction with...
  • The Trump administration's tax reform will have positive implications for Asian export-led economies, according to some observers. Photo: AFP

    Why investors should remain optimistic in 2018

    - Feb 2, 2018 11:09am
    Few would disagree that 2017 was a “banner year” for global investors and one of the best on record, but one month into the New Year, 2018 is also promising to be a year of opportunities...
  • Expanding global economy and earnings yields being well above bond yields are expected to keep supporting equities. Photo: Reuters

    Markets build on momentum to ring in the New Year

    - Dec 28, 2017 2:29pm
    “All good things come to an end”, as the saying goes. It’s time to wrap up 2017, a year marked by strong equity performance and global economic growth all year. 2018 will likely face strong challenges...
  • US consumer confidence is close to a 17-year high. Photo: Reuters

    Positive economic data sets stage for 2018

    - Nov 28, 2017 11:51am
    Global economic data continues to impress, US consumer confidence has hit new highs, China’s economy has stabilized, and the country is focusing on upgrading its economy. The positive economic data sets the stage for 2018. In...
  • A failure to raise the debt ceiling or any similar catalyst could produce a run-of-the-mill S&P correction. Photo: Reuters

    Market dips could prove good buying opportunities

    - Aug 24, 2017 4:17pm
    Shrugging off any hint of the summer doldrums, July saw a strong start to the third quarter for global stock markets. While some investors in Asian and emerging market equities with strong year-to-date numbers may be...

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