-
Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
-
Navigating the K-shaped transition in China
China is undergoing a K-shaped transition amid mixed macro trends, but a…
03 Sep 2026
-
Bond markets are asking questions; a soft USD is the answer
As bond markets challenge rising government debt and monetary policy unc…
27 Aug 2026
-
Is gold set to shine once more?
Have gold prices bottomed? Rising long-maturity yields are a headwind, b…
20 Aug 2026
-
The real AI risk is overcommitment, not low returns
The AI debate is no longer about whether AI investments can be monetised…
13 Aug 2026
-
2026: A bond odyssey
Just like Odysseus, fixed-income markets are also facing choppy waters. …
30 Jul 2026
-
Emergence of a golden rotational opportunity
Global equities remain our preferred asset class, but market is shifting…
23 Jul 2026
-
All made in Taiwan
Taiwan produces over 90% of the world’s advanced semiconductor chips. Di…
16 Jul 2026
-
Are markets too greedy?
As the semiconductor mania faces a reality check, discover how to counte…
09 Jul 2026
-
Managing crosscurrents – three ideas for the road ahead
As geopolitical risks ease but Fed rate uncertainty keeps equities volat…
02 Jul 2026
-
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
-
Why an all-weather portfolio is your best friend
The world’s long-term outlook is unusually uncertain. The rational respo…
18 Jun 2026
-
TACO or NACHO? Bond investment strategies for today
With the Strait of Hormuz still shut, the market’s TACO trade has vanish…
11 Jun 2026
-
Demystifying Chinese tech equities’ lagging performance
The Hang Seng Technology Index has trailed global tech-heavy indices thi…
04 Jun 2026
-
The market wisdom from pop culture
As inflation fears return amid energy risks, the market narrative has sh…
28 May 2026
-
Portfolio defence and the safe-haven basket
As uncertainty rises, investors face a key question - can a single-asset…
21 May 2026
-
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
-
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
-
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