Ritesh Ganeriwal

Ritesh Ganeriwal, Head of Investment and Advisory at Syfe, and Rob Hayworth, Senior Investment Strategy Director at U.S. Bank, dive into the latest U.S.-China trade discussions. They reveal insights on semiconductors, the complexities of chip design, and AI investment opportunities. Ritesh explores select emerging markets and the significance of domestic tech firms. Meanwhile, Hayworth analyzes Fed rate cut possibilities and market reactions, emphasizing the implications for equity outlooks and consumer health this holiday season.

John Pantekidis, Managing Partner at Twin Focus, shares insights on equity valuation, gold trends, and cautious fixed income positioning amidst a U.S. government shutdown. He emphasizes international growth and emphasizes careful monitoring of inflation risks. Ritesh Ganeriwal, Head of Investment & Advisory based in Singapore, discusses the bullish outlook for Asian equities driven by tech strength, AI momentum, and improving consumer behavior in Hong Kong, while also tackling U.S.-China trade dynamics and India's growth potential. Tune in for a lively market discussion!

Join Ritesh Ganeriwal, Head of Investment & Advisory at Syfe, and Gene Goldman, Chief Investment Officer at Cetera Financial Group, as they navigate the turbulence in Asian markets caused by a U.S. tech selloff. They discuss the contrasting economic landscapes of Japan and China, spotlighting India’s rising potential amid challenges. The duo dives into the Federal Reserve's policy outlook, examining inflation risks and the importance of a conservative investment approach. Their insights offer a valuable roadmap through current market dynamics.