Investment insights

South Korea’s President Yoon survives impeachment. An uncertain short-term period may ensue in Korea, but adverse market impact is limited.

The declaration and reversal of martial law in Korea is unlikely to thwart Asia’s positive fundamentals into 2025.

There are SGD credit alpha opportunities worth exploring, that have been mostly overlooked by global investors.

2024’s US election outcome has no bearing on our bullish US equities outlook, which is driven by sound, underlying fundamental factors.

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.