Patrik Schowitz

Patrik Schowitz is a global multi-asset strategist at JP Morgan Asset Management.

Herding is a natural instinct, but sticking with markets that have a higher growth potential is the right move even when stock prices are low. Photo: EPA

Opinion

Don’t follow the herd: Asian markets will keep overperforming

9 Nov 2018 - 10:32pm 23

Trucks stand prepared to haul shipping containers at the Port of Los Angeles, the US’ busiest container port, in San Pedro, California, on September 18. Photo: AFP

Opinion

Global recession? No need to panic just yet

12 Oct 2018 - 10:31pm

People look at a currency exchange board in Buenos Aires' financial district in Argentina on August 31. Difficulties for emerging markets have been exacerbated by Argentina, where the currency is plunging and the threat of another recession looms, despite a US$50 billion support package from the International Monetary Fund. Photo: Reuters

Opinion

Emerging markets’ currency crises are spooking investors. Is Asia safe?

7 Sep 2018 - 10:29pm 1

Traders work on the floor of the New York Stock Exchange on July 24. Quarterly earnings season has been a display of strength for S&P 500 companies so far. Photo: Reuters

Opinion

When earnings are up, why do investors anticipate a downturn?

3 Aug 2018 - 10:31pm

Traders work on the floor of the New York Stock Exchange on June 26, a day of mixed results for US stocks. Photo: AP

Comment

Is it time to cash out of the stock markets?

29 Jun 2018 - 10:30pm 2