South Korea’s political turmoil
The declaration and reversal of martial law in Korea is unlikely to thwart Asia’s positive fundamentals into 2025.
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The 5 Myths of the SGD credit markets de-bunked
There are SGD credit alpha opportunities worth exploring, that have been mostly overlooked by global investors.
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2024 US election outcome: It’s Trump! With a red sweep
2024's US election outcome has no bearing on our bullish US equities outlook, which is driven by sound, underlying fundamental factors.
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Asia ex-Japan equity outlook: from positive to bullish
We are bullish on Asia ex-Japan and China equities over 12-months, given the strength of underlying fundamentals. China's late 2024 stimulus measures reinforces our conviction.
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Investing under the 3i’s – Innovation and Evolution continues driving our bullish outlook
We remain bullish on global risk assets as our 3i’s investment themes continue to take shape.
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