Fook Hien Yap

Senior Investment Strategist at Standard Chartered Bank’s Wealth Management Chief Investment Office

US President Donald Trump met German Chancellor Friedrich Merz at the White House in June. Germany's  500 billion euros (S$749.9 billion) in an infrastructure fund is to go into areas such as transportation and energy grids over 12 years.

The great revival of Europe’s industrials

This will come from Germany’s infusion of 500 billion euros in investments in infrastructure and defence, and its ripple effects

The consensus expects the communication services sector to deliver 56 per cent earnings growth in 2023, versus 16 per cent for the broader market.

Counting on the Chinese consumer

FOLLOWING some excitement around the turn of the year, China’s equity market has been grinding lower since January, as property market woes and geopolitical risks weighed on growth and sentiment.