Hou Wey Fook
Discipline, the time-tested alpha
In volatile markets, the real edge is the ability to hold the course and to distinguish signal from noise
De-dollarisation and shifting safe havens
Markets are beginning to price in a world of persistent policy risk, stretched fiscal metrics and shifting trade dynamics
Off the beaten track: Investing in sports
Access to ownerships of these teams has become much easier in recent times due to the recent involvement of private equity
The new diversification: a public-private play
The growing significance of private equity in the broader economy is evident in its evolving connection with public markets
US corporates and sports franchises may be lucrative plays for 2025
Against their global counterparts, US companies stand apart in innovation, efficiency and the size of their home market. The gap may yet...
US presidential elections: The expected impact on assets
A Republican sweep creates short-term opportunities for tax-sensitive sectors while a Democrat win is likely to benefit industries such as healthcare, semiconductors and...
The next investment frontier: space!
WHILE some might cite fire, the wheel, or iron as the backbone of civilisation, I believe it is human imagination. Much of...
After the Magnificent Seven, a broadening rally
Energy and healthcare are beneficiaries of the equities rally. Instead of staying in cash, opt for bonds
Quiet luxury brands ring in greater returns
Brands which eschew flashy logos and imaging outperform in terms of operating margins, revenue growth and return on equity
Navigating shifting currents in 2024
After the steep hike in interest rates over the past 18 months, the relative attractiveness of bonds, cash and equities has changed