Just as Asian economies were beginning to recover from the two-year-long coronavirus crisis, they have to worry about another rather large blow: the effects of Russian war against Ukraine. Although it is a local conflict, it has global implications. According to the analysis by Alpho, for Asian economic growth, the biggest risk of the war in Ukraine lies in the rise in prices of energy commodities such as oil, natural gas or coal, with the exception of Middle East.
Our best analysts share their insights in trends of the financial and capital markets with you.
Have you ever been in a debate over the most popular alcoholic brand? You would probably lose if you’re in a room with a spirit fanatic. The 22-year-old Kweichow Moutai, China’s go-to alcoholic brand, is valued more than Heineken, Budweiser, Carlsberg and the maker of Smirnoff, Captain Morgan, Black Label and Guinness combined.
South Korea’s most valuable company by a landslide, Samsung Electronics, has become a global brand of technological excellence for more than 20 years. The rising popularity of its smartphones has opened the gates of success for Samsung, and it may be surprising to find out that Asia’s 4th most valuable company today, as seen on Alpho’s Top 20 Asian Brands, was founded as a grocery trading store all the way back in 1938.
The multinational technology & entertainment giant coined as Tencent, is the most valuable firm in China, with an impressive market capitalization of $453 billion. The company is comfortably at the top of the podium. Second place Kweichow Moutai, which sells high-end Chinese liquors, is $114 billion away from reaching the high valuation of Tencent. What makes Tencent so successful, and how is the Chinese firm performing recently?
Towards the end of 2021, the PayPal stock struggled to escalate in value, hammered by two straight quarters of decelerating revenue growth, rising technology, development and marketing costs, mixed results in its most recent quarter and weak revenue & profit forecasts for 2022. Despite that, the company has a lot offer, and remains as an attractive investment option to some analysts. Is it the time to buy the hampered stock of the mighty PayPal?
Ongoing geopolitical tensions in Eastern Europe has worsened the global semiconductor chip shortage which has loomed on major tech tycoons for a prolonged period. The Taiwanese TSMC is a pioneer in manufacturing these chips and distributing them across the globe. How has the company been doing recently, and what can we expect for the future of TSMC? We continue with brands out of our study TOP 20 of the twenties
At first, Tobias Lutke and Smoot Lake decided to create an online store in 2004 for selling snowboarding equipment. The duo did not know that they were going to establish the largest e-commerce platform in the world. Today, Shopify is the largest company in terms of capital in Canada, and 128th globally, currently worth over $109 billion.
Alpho, the award winning international broker, has introduced its new study Asian Brands of the Twenties. The research has indicated that Asia will soon take over the role of global economic center from the United States and Europe. This new superpower’s rise is driven by companies that are leaders in their markets.
Most nations around the world have adopted modern cars in the contemporary era, as batteries have become stronger, performance of electric cars have soared over the years thanks to research and development, and they have become much cheaper to produce compared to the old days. This is why, according to the World Economic Forum, 1 in 100 cars today on a global scale are electric.
The global shortage of semiconductor chips has hugely impacted the world’s economy and there are raising concerns that the crisis will not have been ending up in 2022, Alpho reports. The prices of chips are expected to rise next year, which in turn, bumps the price of the electronic devices they power. In fact, prices of semiconductors have been escalating since the last quarter of 2020.
New registrations of electric vehicles in Europe took the lead in 2020, when 1.4 million of them were registered. It's more than double compared to registrations in 2019. Last year, nearly 1.2 million electric cars were registered in China and less than 300,000 in the United States. Fully electric or plug-in hybrid cars thus reached a record year, while the global conventional car market failed due to the Covid-19 pandemic in 2020, Alpho summarizes in its report.
Robinhood focuses namely on retail investors who account for 20 percent of the daily volume of trades according to data. In the first quarter of 2020, the number of new accounts increased by unbelievable 3 million. Robinhood’s commission-free trading attracted 13 million users also thanks to its application, which makes trading easier. Its business model allows namely low-income Americans to accrue wealth through stock ownership, which has become very popular during the lockdown and interruption of sports events. The way the platform works however raises questions as well, Alpho reports in its analysis.
In the last few weeks, the public has feared the danger of blood clots possibly caused by AstraZeneca vaccine. However, the company denied the charges last week after examining 17 million people who had been vaccinated in Europe and Great Britain. AstraZeneca's statement was later supported even by the European Medicines Agency (EMA). Nevertheless, Norwegian scientists claim that their research supports the fear of public. And so, after some positive news, AstraZeneca's stock reappeared under pressure.
The vaccination marathon of the world’s population continues in 2021. Stocks of companies producing Covid-19 vaccines do not experience their all-time highs; they are in the same position as other sectors on financial markets. However, from the long-term perspective, production problems are expected to be resolved and ordered volumes are supposed to multiply their current values, which is favourable for further growth in pharmaceutical stocks. We could see them growing throughout last year when the value of some firms in this segment was rising in the order of several hundred percent thanks to the results of clinical trials and approval processes.
Alpho, the leading broker in the Asian markets, was awarded the Best CFDs Broker award by the Forex Expo in Dubai. Moreover, Alpho has won the Best Retail Forex Broker award as well. The traders’ vote proved that Alpho is a popular brand among investors with forex instruments as well as a sought-after partner for affiliate programs.
Restrictions related to the COVID-19 pandemic have had a negative impact on a number of sectors but, paradoxically, they are to the benefit of the growth in real estate prices. In the last financial crisis in 2008 after the fall of Lehman Brothers, the real estate market responded by a slump and lost more than 10% of its value globally.
In the positive atmosphere at the beginning of the week, the President of the United States Donald Trump announced that his administration “seriously” considered a reduction of capital gains tax together with other measures aimed at easing the tax burden on Americans. The market confidence was enhanced by long-term massive monetary and fiscal incentives, and the growing hope of an effective vaccine against Covid-19, which followed the announcement made by Russia that its vaccine was approved for use outside of clinical trials.
The travel and tourism industry contributes 3 to 3,5 percent of the global GDP. If we also count related industries, the total contribution of tourism to the global GDP nears ten percent. The entire part of the global economy was hit hard with the coronavirus pandemics. As the economies were locked down, the revenue declined by more than 90 percent. Now the economies reopen, it may be estimated the hospitality industry would recover. According to the Alpho analysts, it will very likely take a long time.
Warner Music Recording Studio was set to list on stock markets last Wednesday and has represented the largest IPO of the year. Despite that, some companies are delaying their listings due to COVID-19 pandemic. The company has increased the volume of its offered shares from $70 million to $77 million.
Lưu Đỗ Hoàng Anh
Since the beginning of 2018, Lưu worked as an analyst for Gulf Brokers, a major global broker with business value excessing $24 billion (2019). Currently, Lưu is the chief analyst of the international brokerage brand Alpho, which is growing dynamically, especially in Southern and Southeastern Asia, and also the Middle East. In 2012, Lưu started in the betting industry and spent four years in service and trade departments doing sales. After high school graduation, he attended prestigious University of Economics in Prague.