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Veteran investor David Roche expects a bear market in 2025 caused by smaller-than-expected rate cuts, a slowing U.S. economy and an artificial intelligence bubble.
Asia-Pacific markets mostly fell on Monday as investors awaited China's Third Plenum and also assessed an assassination attempt on former U.S. President Donald Trump at a rally over the weekend.
French borrowing costs still face a "blowout" over those of Germany, as political and economic reality sets in following the country's parliamentary election, according to veteran investor David Roche.
Japan is not seeking a strong yen but rather aiming for a relatively stable currency, according to veteran investor David Roche.
Taiwan's election results place the island on a "collision course with China" and the market reaction has been too sanguine, according to veteran investor David Roche.