Joel Phua

The direct impact of US tariffs on India's GDP is limited, but the indirect effects could be more substantial, hitting export-dependent industries such as textiles and gems & jewellery.
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India stock market awaits catalysts

Despite supportive fiscal and monetary policies, the country’s market outlook remains subdued

A Morgan Stanley survey of chief information officers found that security software is seen as the area least likely to face budget cuts if macroeconomic conditions worsen.
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Cybersecurity: a strategic investment in a dangerous, uncertain world

Industry offers a rare combination of growth and resilience

US non-farm payrolls in June exceeded expectations and the unemployment rate also fell.
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S&P 500 at record high: Is the worst of the trade war behind us?

With tariffs expected to weigh heavily on US companies’ profit margins this year, there might be limited upside for the index

Many US companies operate on a global scale with dominant positions in the US and international markets. For instance, Amazon, Microsoft and Alphabet hold more than 60 per cent of the global cloud market share.
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US exceptionalism under pressure, but far from over

While short-term sentiment towards American assets has soured amid economic uncertainty, the long-term foundations of its economy and markets remain intact

Markets have crashed in the days following the April 2 tariff announcement amid fears of a global economic slowdown.
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How to invest amid a global trade storm

Those looking to cut their exposure to US equities in the near term may want to consider China, Europe’s defence sector, or...

Investors today are more rational unlike in the dot-com bubble, and tech earnings have come under great scrutiny.
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Are the glory days over for Big Tech stocks?

Their performance hasn’t been enough to please investors lately, but those in the long game will find this the right time to...

Crypto advocate Paul Atkins has been nominated as the next chair of the Securities and Exchange Commission..
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Interest in crypto soars, but case for investing in it still falls short

With no intrinsic value to back it up, crypto remains a risky investment, driven solely by sentiment and speculation