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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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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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The bull vs bear debate
Is the bond market, in expecting a Fed policy pivot, overplaying the ris…
13 Apr 2023
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Will US and China equity markets diverge further in 2025?
Investors need to position for the risk of any reversal in market sentim…
12 Dec 2024
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What type of forecaster are you?
Are you the forecaster who knows they don’t know, or the one who is just…
07 May 2026
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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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“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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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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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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Not letting it go
The AI-PC theme is a rare opportunity akin to the smartphone revolution …
05 Sep 2024
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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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A most-reluctant rally?
My most recent TV interview, which was posted online with the title “Chi…
21 Mar 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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The dollar’s reign isn’t over but cracks are now showing
While there’s no credible challenger to the dollar, several factors sugg…
29 May 2025
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Investing for today, tomorrow and forever
Our three-step process can help you define your goals and make a plan fo…
17 May 2023
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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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What portfolio returns should I expect?
The theory behind how to support your retirement plan is relatively simp…
30 Oct 2025