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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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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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“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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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 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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A most-reluctant rally?
My most recent TV interview, which was posted online with the title “Chi…
21 Mar 2024
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Irrational exuberance like it’s 1996 (or 2000)?
As the AI-led exuberance gathers pace, the best approach is to stay on t…
09 Oct 2025
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How economics can improve your daily life
Economic principles can help you make better decisions. Here’s how.
14 Aug 2025
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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
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Stock market collapse inevitable!
What are markets signalling? Read on to get more insights.
16 May 2024
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Turning uncertainties into opportunities
The world is never short of surprises. Not too long ago, money markets w…
18 Apr 2024
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The power of what ifs
Humans dislike uncertainty. We constantly seek explanations for why some…
27 Apr 2023
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The equity market correction – was that it?
Investors are better-placed by sticking to disciplined long-term investm…
04 Sep 2025
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Diary of a CIO’s son
Steve shares his investment advice to his son: how to build a diversifie…
07 Nov 2024
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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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Crafting a balanced portfolio for financial longevity
Achieving financial success involves more than simply choosing between i…
20 Jun 2024
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Expect fireworks, but hopefully no bonfires
Investors should try to avoid over-reacting to political developments as…
13 Jun 2024
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Bullet-proof your portfolio against volatility
Build an all-weather portfolio across asset classes to protect your weal…
06 Jun 2024