Hu You

China's rapid adoption of electric vehicles has further reduced household reliance on petrol. This means exposure to oil price fluctuations is structurally lower than at any point in recent history.
INVESTING GLOBALLY & PROFITABLY

Why the oil shock can be China’s buying moment

All three local banks reported declines in net earnings for the first nine months of the year.
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DBS and OCBC hit record highs; will the rally continue in 2026?

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

A smelting workshop for the rare earth metal lanthanum in China. The country is estimated to mine 60 to 70% of the world's rare earths, and refine 90% of them.
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Why China holds the trump card in trade talks with the US

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

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

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

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

Interest rate reductions are expected to have a modest impact on the net interest margins of Singapore's top three banks, including DBS (above).
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Reasons to invest in Singapore banks

Larger banks, including Bank of America, have more resilient consumer bases – a positive as signs of stabilisation in delinquency rates emerge.
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Focus on quality US banks amid rate-cut expectations