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Weekly Bulletin - 30 June 2025
Last week we argued that the conflict in Iran was unlikely to disrupt oil markets. The Brent crude price has subsequently fallen from USD78/bbl to ...
- Jun 25
Asia insights
in insights
Equity
From chips to clouds: Uncovering Asia’s AI opportunities
Rising adoption, robust capex plans and emerging use cases ...
- Jun 25
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- Terence YT Lim
in insights
Fixed income
Asia local currency bonds: A timely opportunity
Concerns over the sustainability of the US’ fiscal deficit and ...
- Jun 25
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- Rong Ren Goh
in insights
2025 Mid-Year Outlook – Think Asia
Tariffs and significant US policy uncertainty are expected to ...
- May 25
ESG insights
in insights
Equity
Why it pays to get dirty
Companies in high-polluting industries are often undervalued due ...
- May 25
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- Joanne Khew, Fabian Graimann
in insights
Outlook
2025 Market Outlook Asia and Emerging ...
How can investors capture opportunities amid shifting market dynamics?
- Nov 24
in insights
Multi asset
Framework for Investing in Climate Transition in the ...
Capital markets can play a significant role when it comes to ...
- Sep 24
