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The Business Times

Dong Chen

Semiconductor chip made by Taiwan Semiconductor Manufacturing Company. Tech-savvy middle powers - South Korea, Taiwan and Singapore - have advanced industries and could serve as bridges between competing tech blocs.
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Winners and losers in Asia’s evolving geopolitical and economic order

Investors hoping to benefit fully from an endowment-style approach must find a manager with a strong track record of resilience.
WHO’S WHO IN PRIVATE BANKING

Embracing endowment-style investing

DeepSeek stunned global markets in late January by apparently achieving comparable – or superior – performance to the world’s best chatbots at a fraction of the cost.
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Tariff turmoil, tectonic shifts and China tech advances

German chancellor-in-waiting Friedrich Merz has vowed to strengthen Europe so that it can achieve independence from the US.
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European assets back in the spotlight; defence spending could be a tailwind

Tariffs could hit Chinese exports significantly, although the impact could be mitigated by export rerouting and offset by stimulus measures.
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Core positioning for 2025 – and preparing for surprises

With Donald Trump becoming President-elect, some of his policy proposals previously considered too radical now appear to have a significantly higher likelihood of being implemented.
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Take a long-term view and position portfolios for opportunities

Easing cycles in the US have typically benefited Asian equities, including stock markets in Singapore, Malaysia and Philippines.
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Bonds’ appeal rises as rate cuts loom

Generative AI is likely to improve productivity and lead to increased innovation.
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Multiple pathways seen for global economy for the rest of 2024

The warmest weather the earth has experienced was 2023. Addressing global warming is not only a human imperative but also a financial one.
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Gearing up for change and the challenge of ‘radical uncertainty’

China's property sector is likely to remain a drag on the economy, but to a lesser extent than 2023.
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Looking through the uncertainties of 2024

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MDDI (P) 046/10/2024. Published by SPH Media Limited, Co. Regn. No. 202120748H. Copyright © 2025 SPH Media Limited. All rights reserved.

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