The Business Times

Francis Tan

THE WRITER IS CHIEF STRATEGIST, ASIA, AT INDOSUEZ WEALTH MANAGEMENT

While equities generally outperform gold in terms of long-term returns, gold’s purpose isn’t to compete with high-growth assets – it is to provide balance and resilience.

Gold’s role in today’s evolving safe haven landscape

Investors should approach gold strategically as we navigate an uncertain economic landscape

The greenback still accounts for around 60% of global foreign exchange reserves and is involved in nearly 90% of forex trading.

The US dollar’s decline is not the end of its dominance

Investors and businessmen should remain vigilant but confident in the currency’s enduring role as the cornerstone of the global economy

The surge in equities was spurred by expectations of early and sustained rate cuts by the Federal Reserve this year. An unwinding of the expectations may dampen the stock and bond market rally.
CIO CORNER

Investing in the Dragon year: No room for complacency

US equities have started a new bullish phase since bottoming out in October 2022. But there is no guarantee the Federal Reserve...

UOB expects one more 25 basis point hike during the Fed’s November meeting, with rates likely to remain at this “terminal” level until the end of first half of 2024.
CIO CORNER

Higher for longer, but not forever

There are advantages in incorporating bonds into a portfolio. Investors should focus on high-quality companies in equity and debt markets

Geely Automobile, one of China's largest independed car makers, exports vehicles to Europe. Sales of electric vehicles in China rose 30 per cent in the first quarter and could hit a record eight million units for the full year.
CIO CORNER

Has China become uninvestable?

Chinese equities have priced in bearish sentiments; better economic data is needed to support asset prices

The manufacturing sector's Purchasing Managers Indices of 41 economies and regions showed that 60 per cent reported a contraction in March.
CIO CORNER

Prepping your portfolio to ride through the seasons 

The world is moving into the ‘winter’ of its current business cycle. Focus on how to protect your portfolio in a recession

Supermarket in California. A decline in the Food and Agriculture Organisation's Food Price Index in July marks a softening of food prices.
CIO CORNER

Is inflation really peaking?

The 3 main segments of US consumer inflation - housing, transportation and food - are expected to trend lower in the coming...

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