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Luxury Sector: The Return of Timeless Growth
The global luxury market is poised for a renewed upturn from 2025 onward. With global demand expected to expand 3–6% annually, easing tariff pressures and a gradual Chinese rebound create a compelling re-entry point for investors. Luxury brands are entering a new phase of strategic evolution — reaffirming heritage, elevating craftsmanship, and strengthening direct client relationships through data-driven personalization and digital engagement. Operational discipline and dive
11 hours ago
Chinese Tech: Structural Support and Technological Upside
While the IMF revised 2025 global growth slightly upwards to 3.0%, China’s outlook improved significantly to 4.8%, highlighting relative resilience amid US and Europe remaining nearly unchanged. While most economies are still grappling with stubborn inflation, China is targeting reflation - a tailwind that supports both economic growth and financial assets. The PBoC has injected significant liquidity into money markets in recent months, stabilizing credit conditions and pushi
Sep 24
5G & Communication Services: From Rollout to Returns
The global telecom sector is entering its next phase. After years of heavy 5G rollout spending, operators are shifting from network...
Sep 15
Gold’s Next Phase: Balanced Solutions for Upside and Yield
After months of consolidation, gold prices are showing signs of breaking higher. Technical indicators point towards this momentum shift,...
Aug 30
Unlocking the Quantum Age
Quantum computing is emerging as one of the most transformative technologies of our time. By harnessing the principles of quantum...
Jul 31
Electrification and Grid Modernization - The Essential Upgrade
Global electricity demand is accelerating, driven by AI, EVs, and reindustrialisation. It is projected to grow at an average annual rate...
Jul 17
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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