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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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The risk of over-investing in cash
Many clients these days consider the USD-denominated fixed deposit rate …
14 Sep 2023
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Lessons from the 1970s
Fed Chair Chris Powell often uses the 1970s as a cautionary tale. We loo…
21 Sep 2023
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The higher yields go, the more they’re likely to fall
While US data has undoubtedly outperformed market expectations, the rece…
05 Oct 2023
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“Persistence of Memory” and the India market
We remain bullish on Indian bonds & equities on the back of structur…
18 Jul 2024
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Why it is worth looking beyond cash
The first month of a new calendar year is often a time when many of us p…
22 Jan 2024
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A textbook landing?
Regular air travellers will understand the fixation many industry observ…
11 Apr 2024
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Soft-landing narrative challenged?
A hotter-than-expected US inflation report for January has raised doubts…
22 Feb 2024
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Don’t just wait for the lucky Dragon
A New Year is always a time to reflect on the previous year, what we mig…
21 Feb 2024
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What to do with China equities?
A common topic clients brought up during this year’s annual outlook road…
25 Jan 2024
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Does your portfolio suffer from home bias?
Investors’ resounding preference for their home markets remains one of t…
23 Mar 2023
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A closer look at China’s under-the-radar reforms
At a time when all eyes were on the two US regional bank failures and th…
30 Mar 2023
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Embrace volatility; find opportunities
Short-term market volatility can create opportunities.
25 Sep 2025
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Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025
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Understanding DeepSeek’s impact and potential opportunities
China’s low-cost AI chatbot could drive corporate earnings higher in the…
27 Feb 2025
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The weakening of US influence?
A more transactional US foreign policy is likely to lead to a reduction …
13 Mar 2025
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Investing in commodities through currencies
Currencies such as AUD, NZD and CAD offer investors opportunities to inv…
05 Dec 2024
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What are DeepSeek and Trump tariffs telling us?
Tariffs and DeepSeek, while apparently disconnected, share one common tr…
06 Feb 2025
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Why gold remains a key strategic asset
The resurgence in gold prices stems from its unique qualities that enabl…
05 Nov 2024