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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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All made in Taiwan
Taiwan produces over 90% of the world’s advanced semiconductor chips. Di…
16 Jul 2026
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Are markets too greedy?
As the semiconductor mania faces a reality check, discover how to counte…
09 Jul 2026
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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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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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Demystifying Chinese tech equities’ lagging performance
The Hang Seng Technology Index has trailed global tech-heavy indices thi…
04 Jun 2026
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The market wisdom from pop culture
As inflation fears return amid energy risks, the market narrative has sh…
28 May 2026
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Portfolio defence and the safe-haven basket
As uncertainty rises, investors face a key question - can a single-asset…
21 May 2026
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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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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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Powell and the Fed – just ‘hold’ on
Jerome Powell seems to be taking a leaf out of Marriner Eccles’s book to…
04 May 2026
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The case for Asia ex-Japan post oil peak
While the path from ceasefire to resolution appears bumpy, we see opport…
23 Apr 2026
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Decoding the structural growth in US power demand
Investors often overlook utilities as a ‘slow sector’, but AI is changin…
16 Apr 2026
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Stability in chaos – the ‘barbell strategy’ guide
Sundeep Gantori explains why a ‘barbell strategy’ remains essential for …
06 Apr 2026
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Private credit – weathering a perfect storm?
Rising redemption pressure, liquidity strains and AI fears are clouding …
19 Mar 2026
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Investing in Global Tech
As AI reshapes the investment landscape, Global Tech remains a core pill…
13 Mar 2026
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Beyond the Bubble Narrative: How Investors Can Position for …
At a time when volatility has become the backdrop to global markets, how…
09 Feb 2026
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Catching the next leg of the AI wave
We believe AI is not a bubble yet. Its nearly four-year rally holds stro…
05 Feb 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