The declaration and reversal of martial law in Korea is unlikely to thwart Asia’s positive fundamentals into 2025.
Read more
There are SGD credit alpha opportunities worth exploring, that have been mostly overlooked by global investors.
Read more
2024’s US election outcome has no bearing on our bullish US equities outlook, which is driven by sound, underlying fundamental factors.
Read more
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.
Read more
We remain bullish on global risk assets as our 3i’s investment themes continue to take shape.
Read more