Jean Chia
Gold’s sheen reflects uncertainty
Investors should phase in their gold purchases to hit a portfolio weight in sync with their mid- to long-term investment objectives
The Singapore story: More than a little red dot for Asian investors
Allocation to SGD-denominated assets could be an important investment decision, as a part of globally diversified multi-asset portfolios amid the shifts...
Reimagining portfolios amid midsummer uncertainty
Expect more volatility as the deadline for the 90-day tariff reprieve approaches
Tariffs, tensions and turbulence – it’s not business as usual
Long-standing trade relations among major trading nations have been upended, sending financial markets into turmoil from the tit-for-tat, on-again off-again nature of...
Investing playbook under Trump 2.0: Addressing concerns over tariffs and DeepSeek’s impact
A new approach is required for this multistage ‘infinite game’, as the changing world order disrupts traditional rules of engagement
Investing in 2025 amid a changing world order
There is no better time than now to re-examine, rethink and recalibrate our perspectives about how to reframe investment portfolios to withstand...
Analysing bulls in China’s shop
In the context of a multi-asset portfolio, it is important to distinguish between a tactical short-term rally and longer-term performance of the...
Honing in is what matters amid market volatility
Investors should focus on longer-term outcomes rather than react to short-term dislocations
Look east: Hong Kong and China equities at inflection point
We believe this market recovery is in its early stages and poised for gains over the medium to long term
Still springtime for Japanese equities
There are positive underpinnings for Japanese stocks, including a conducive macro backdrop and corporate and shareholder reform