The macro-outlook supports risk assets with healthy global economic growth and moderating inflation, allowing central banks to start cutting interest rates. We are positive on Asia equities with ma...
ESG investing is no longer in the easy mode of the early 2020s, where you just pile into EV and solar. But opportunities are still plenty when we connect the dots the right way.
Anticipated rate cuts are likely to normalize the yield curve, transitioning it from its current inverted state to a more positive slope. This adjustment could create a more favorable environment f...
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ingapore’s fundamentals remain steady and could act as a safe haven amidst volatility. Indeed, growing dividends that reflect the unique attributes of the Financial and Industrial sectors make the...
ince our previous update on the Japan market in April 2023, events have turned out much as expected and the Japan stock market has delivered stellar returns through this period, with the TOPIX Tota...
The macro-outlook remains supportive of risk assets with manufacturing picking up in several developed markets and major central banks starting to ease.
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