in insights
Weekly Bulletin - 22 July 2025
US data seems to be still holding up; the US unemployment rate has remained low at 4.1% and tariffs have yet to meaningfully impact inflation. ...
- Jul 25
Asia insights

in insights
Equity
Tracking China’s corporate pulse
My trip to China had two goals: one to get a pulse-check on the ...
- Jul 25
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- Choon Keong Ong

in insights
Equity
China equities: Scaling the great wall of worries
MSCI China is up more than 30% in the last one year, demonstrating ...
- Jul 25

in insights
Multi asset
Engaging for Alpha
Active engagement is a key alpha driver, enabling informed ...
- Jul 25
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- Joanne Khew, Fabian Graimann
ESG

in insights
Multi asset
Engaging for Alpha
Active engagement is a key alpha driver, enabling informed ...
- Jul 25
- |
- Joanne Khew, Fabian Graimann

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
Fixed income
Income investing: Why Asian bonds?
With tariff headlines expected to lift market volatility in 2025 ...
- Mar 25
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- Rong Ren Goh