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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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2026 Outlook: Blowing bubbles?
We remain optimists despite talk of an equity market bubble. However, di…
15 Dec 2025
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Why Chinese dividend stocks are worth considering for 2026
The stocks have consistently delivered attractive returns over the past …
04 Dec 2025
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Why gold remains our top conviction for 2026
We have strong conviction that gold will outperform global stocks and bo…
27 Nov 2025
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A health boost for portfolios
The Trump administration's latest deals with pharma companies are starti…
20 Nov 2025
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The U.S. Dollar – the view after the fall
History and a review of the Dollar’s drivers argue the currency still ha…
13 Nov 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
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“Credit cockroaches” swarm; investment risks surface
Concerns have emerged in certain high-leverage U.S. sectors. It is time …
23 Oct 2025
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It’s “Advantage Asia” as the U.S. walls up
U.S. protectionism is helping accelerate trade and investment among emer…
16 Oct 2025
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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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All that glitters is not gold
There are other assets that may offer returns highly correlated with the…
02 Oct 2025
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Embrace volatility; find opportunities
Short-term market volatility can create opportunities.
25 Sep 2025
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The golden pathway to USD4,000
Gold has broken above its 4-month consolidation channel into uncharted t…
18 Sep 2025
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Will AI be Skynet or Jarvis?
Large corporations and governments are pouring billions into AI developm…
11 Sep 2025
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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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Resilient investing starts with a strong foundation
Long-term success is not built on hype – investing requires structure, d…
28 Aug 2025
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Asia ex-Japan equities taking up the baton
The market focus is now moving to Asia ex-Japan.
21 Aug 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