Dong Chen

Asean’s role as a neutral platform for dialogue may be strengthened

By focusing on longevity, investors seek to grow both capital and income over a long time horizon – sometimes in perpetuity

In the longer term, the trade conflict with the US will likely accelerate the development of China’s domestic semiconductor industry

Three convictions for the year: Favour cash-rich companies and financials, profit from increased M&A activity, and benefit from private equity’s revival

While market volatility is likely in the short term, investors should embrace a longer outlook

Local-currency emerging-market government debt seen to offer attractive risk-adjusted yields; selective opportunities in investment-grade corporate bonds as well

We expect US growth to moderate, a modest rebound in Europe and a gradual recovery in China

A thorough analysis of companies’ and industries’ exposure to event risk will be an integral part of the investment process

In the current environment, fixed-income assets look more interesting than equities, especially investment-grade bonds

FOLLOWING the sudden lifting of Covid restrictions at the end of 2022, the Chinese economy had a strong rebound early this year; but the growth momentum quickly lost steam after the initial surge.