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Equity
The Case for International Diversification
After more than a decade of U.S. equity market dominance, developed international markets are showing signs of renewed strength....
Jun 19
Singapore in Focus: A Timely Investment Opportunity:
As geopolitical tensions rise and global economic cycles diverge, Singapore is emerging as a strategic outlier—offering a rare...
May 9
The New Chinese Cycle: Reflation in a World of Retrenchment
The World's two biggest economies are going on diverging growth paths. While the US would welcome an economic slowdown to bring yields...
Apr 22
AI: The Inevitable Investment
Global GDP has historically relied on three pillars: population growth, capital investment, and productivity gains. Today, two of those...
Feb 14
Space and Defense: The Next Frontier of Innovation
The interconnected space and defense sectors are set for rapid expansion, with an annual growth rate of 15% through 2030, fueled by...
Jan 15
Longevity Economy: Investing in the Age of Life Extension
The global aging population is reshaping economies, with significant implications for various industries. By 2030, 1 in 6 people will be...
Dec 30, 2024
Semiconductors: the Backbone of Global Innovation
Semiconductors are the foundation of modern industries, driving innovation and economic growth. In 2023, the global semiconductor market...
Nov 28, 2024
Harnessing the Power of 5G and Communication Services
The global 5G market is poised for remarkable expansion, projected to grow at a compound annual growth rate (CAGR) of approximately 16%....
Oct 30, 2024
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