-
Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
-
A textbook landing?
Regular air travellers will understand the fixation many industry observ…
11 Apr 2024
-
Soft-landing narrative challenged?
A hotter-than-expected US inflation report for January has raised doubts…
22 Feb 2024
-
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
-
What to do with China equities?
A common topic clients brought up during this year’s annual outlook road…
25 Jan 2024
-
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
-
Three strategies for your China equity exposure
How to invest in China is the question I am asked the most. China is fac…
07 Dec 2023
-
A window of opportunity for Emerging Market bonds?
Our view on whether there’s a window for Emerging Market bonds to …
30 Nov 2023
-
Lessons from the 1970s
Fed Chair Chris Powell often uses the 1970s as a cautionary tale. We loo…
21 Sep 2023
-
The higher yields go, the more they’re likely to fall
While US data has undoubtedly outperformed market expectations, the rece…
05 Oct 2023
-
The risk of over-investing in cash
Many clients these days consider the USD-denominated fixed deposit rate …
14 Sep 2023
-
Stay CALM, allocate broadly
Our investing framework is more salient in the current market turbulence…
24 Aug 2023
-
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
-
Does your portfolio suffer from home bias?
Investors’ resounding preference for their home markets remains one of t…
23 Mar 2023
-
Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025
-
US equities present a good problem to deal with
So far this year, US equities have rallied, while the US 10-year governm…
01 Feb 2024
-
“Persistence of Memory” and the India market
We remain bullish on Indian bonds & equities on the back of structur…
18 Jul 2024
-
Understanding DeepSeek’s impact and potential opportunities
China’s low-cost AI chatbot could drive corporate earnings higher in the…
27 Feb 2025