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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
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2026 Outlook: Blowing bubbles?
We remain optimists despite talk of an equity market bubble. However, di…
15 Dec 2025
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Beyond the hype
As AI reshapes the markets, a new era of finance is emerging - where int…
14 Jan 2026
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How should investors prepare for a weaker USD?
A weaker USD environment is something we have not been used to for a lon…
07 Aug 2025
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Reducing U.S. concentration, rotating to Asia
The days of simply investing in a few U.S. single stocks are gone. Asia …
19 Jun 2025
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Three takeaways from a turbulent first half
Avoid overconcentration in US assets as global economic balance of power…
12 Jun 2025
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Investment Diary of a CIO’s son (Part II)
A practical, in-house lesson in running an investment portfolio and mana…
05 Jun 2025
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All-or-nothing approach to investing has got to stop
Instead of making over-concentrated investments that could threaten your…
17 Jul 2025
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Gold has more to go
Gold is expected to provide gains in the near future and makes a valuabl…
29 Aug 2024
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US presidential election: Bullish or bearish for markets?
Former President Donald Trump is poised for a face-off with President Jo…
27 Mar 2024
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China’s stock market lights up
Recent measures should stabilise sentiment, allowing time to implement a…
03 Oct 2024
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Ignore market noise, boost your investment returns
Resist the temptation to react to short-term market fluctuations and sta…
15 Aug 2024
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India: a widening range of investment opportunities awaits
India provides investors with a more diversified set of opportunities to…
26 Sep 2024
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Optimise portfolio returns with Indian assets
Strong economic development and smart policies are making India an incre…
24 Nov 2023
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The lure of government bonds
Do the positives outweigh the risks? The US Federal Reserve’s Jackson Ho…
07 Sep 2023
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Investment: know your time horizon
Chief Investment Strategist Steve Brice on the two benefits of a long-te…
12 Oct 2023
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Riding the equities wave
A friend of mine is a keen surfer. He often reminds me that catching the…
07 Mar 2024
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It’s Trump vs. Biden
Former President Donald Trump has won the Republican party nomination to…
14 Mar 2024
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Take risks tactically, use pullbacks strategically
Should investors be concerned about equity market volatility – and is th…
25 Apr 2024