Market Analyses and Investment Outlook

Latest Insights

Market Commentary Quarterly Outlook
11 April 2024
Making Sense of Our Time
1 April 2024
Investment Outlook Q2 2024
Quarterly Portfolio Monthly Securities Newsletter (Chinese Only)
8 April 2024
Asset Allocation Reference Portfolio Q2 2024
8 April 2024
Securities Newsletter (Apr 2024)

Latest Video Commentary


22 April 2024 Thinking Fast and Slow (Chinese Only)


Video Commentary

Date Video
22 March 2024 Scrapping Stamp Duties (Chinese Only)
28 February 2024 Winner Takes All (Chinese Only)

Market Commentary

Date Article
11 April 2024 Making Sense of Our Time
21 March 2024 Eyes on the Road
19 March 2024 And Then What?
18 March 2024 Biting as Bad as It Barks
7 March 2024 The Optimism Deficit
20 February 2024 Reasons and Persons
1 February 2024 Closing Door on March's Cut
30 January 2024 A Glimmer of Hope
22 January 2024 Winter Over
5 January 2024 Nothing to Fear but Fear Itself
20 December 2023 2024 Global Economic and Foreign Exchange Outlook

Quarterly Investment Outlook

Investment Outlook
Investment Outlook Q2 2024
Investment Outlook Q1 2024
Investment Outlook Q4 2023
Investment Outlook Q3 2023
Investment Outlook Q2 2023
Investment Outlook Q1 2023

Monthly Securities Newsletter (Chinese Only)

Securities Newsletter
Securities Newsletter (Apr 2024)
Securities Newsletter (Mar 2024)
Securities Newsletter (Feb 2024)
Securities Newsletter (Jan 2024)


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