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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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Fingers of instability
When the Middle East conflict began in October last year, the convention…
07 Feb 2024
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Why the next phase of the equity rally matters
The global equity rally is entering a new phase as AI adoption approache…
14 May 2026
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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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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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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 2025
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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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Embrace volatility; find opportunities
Short-term market volatility can create opportunities.
25 Sep 2025
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Are investors underestimating upside risks to markets?
Three factors could drive the equity rally further, despite widespread c…
24 Jul 2025
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A potential turnaround for Chinese equities in 2024?
China’s equity markets have been volatile this year. The Shanghai Compos…
29 Feb 2024
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Navigating shifting sands – tracing the faultlines of H2 26
The market’s surface resilience masks an underlying shift. As H1’s easy …
25 Jun 2026
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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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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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Not letting it go
The AI-PC theme is a rare opportunity akin to the smartphone revolution …
05 Sep 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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A most-reluctant rally?
My most recent TV interview, which was posted online with the title “Chi…
21 Mar 2024
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Why an all-weather portfolio is your best friend
The world’s long-term outlook is unusually uncertain. The rational respo…
18 Jun 2026
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Investor complacency or simply looking through the noise?
Amid the geopolitical firestorm in the Middle East, are investors being …
05 Mar 2026