Hu You

Stiff competition is taking a toll on profitability for the major platforms in China's instant-commerce market.

The next frontier in China’s instant commerce: speed, quality and synergy

The industry is gradually being reshaped, and success will no longer hinge solely on low prices

A smelting workshop for the reare earth metal Lanthanum in China's Inner Mongolia Autonomous Region. China mines 60 to 70% of the world's rare earths, and refines 90 per cent of them.
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Why China holds the trump card in trade talks with the US

Beijing’s command of rare earths and its weight as a major consumer of commodities provide it crucial bargaining chips

Technology heavyweights such as Alibaba have limited external dependence, which is a buffer against geopolitical and trade shocks.
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Trade talks get bumpier, but China’s dark-horse status will hold firm

The country’s economy continues to draw support from diversified trade flows and timely policy stimulus aimed at anchoring growth

China's "fight to the end" stance, with retaliatory tariffs against the US, has resonated among its public.
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China may better withstand Trump tariffs this time

The country is mobilising its resources and public resolve to confront and cushion the impact of trade pressures

Singapore's financial sector, led by the top three banks, was a major driver of the country's robust GDP growth.
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Singapore set for manufacturing boom, modest income growth for banks

The Republic is poised for solid electronics-led export expansion in 2025, while its lenders are expected to maintain a stable net interest...

DBS has raised its dividend payout and will also roll out a S$3 billion share buyback programme.
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Robust outlook for Singapore’s three biggest banks

iFast Financial particularly favours DBS for its strongest earning potential for continued shareholder rewards

Interest rate reductions are expected to have a modest impact on the net interest margins of Singapore's top three banks including DBS. Banks are actively reducing deposit rates.
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Reasons to invest in Singapore banks

They have robust earnings potential, and are expected to maintain dividend yields of between 5% and 6% over the next two years

Larger banks lke JPMorgan Chase and Bank of America have more resilient consumer bases, a positive as signs of stabilisation in deliquency rates emerge.
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Focus on quality US banks amid rate-cut expectations

A bumpy disinflationary trajectory is expected, but there is potential for further easing if inflation data continues to show improvement

There are signs of stabilisation in China's property sector, although a full recovery may require more aggressive measures to address demand challenges.
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China in your tactical portfolio: the market is now investible

Current low valuations present a golden opportunity for potential gains

GameStop, widely regarded as the first meme stock, is a video game retailer struggling to adapt in an era dominate by online commerce and digital downloads. Its sales are expected to drop by dougle digits.
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Meme stocks are back – but you shouldn’t chase them

When market interest fades and speculative bubbles burst, their values can plummet quickly