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The Business Times

Kelvin Tay

While AI has the potential to be economically transformative, historical evidence suggests it may take longer for meaningful productivity gains to materialise.
CIO CORNER

Nervous about an October crash? Diversify your AI exposure

The phenomenon of involution is evident in industries such as electric vehicles, where there is excess capacity amidst anaemic demand.
CIO CORNER

China’s anti-involution campaign gains momentum

Further fiscal deterioration in the US could lead to more negative rating actions, albeit slowly, with one-notch cuts over several years.
CIO CORNER

Faltering US exceptionalism and the implications of higher Treasury yields

Tariffs are supposed to be good for US jobs, as Trump has argued, but they are more likely to cause negative employment effects because of the way they ripple through the economy.
CIO CORNER

This time is different: More downside risks unless US reduces tariff rates

The Trump administration has agreed to delay tariffs on Canada and Mexico goods for a month.  Tariffs are expected to dampen US economic growth and add to US inflation.
CIO CORNER

Volatility set to rise in year of wood snake; investors should diversify

If AI's potential can be realised, it could augur a productivity revolution and help to lower prices of goods and services, and raise economic growth.
CIO CORNER

Five ‘Ds’ raise risks and opportunities for investors

While the details of the stimulus have not even been published yet, the announcement’s effect has been powerful, triggering an intense and rapid rally across Chinese assets.
CIO CORNER

China’s stimulus package holds promise

A smaller working-age labour force and geopolitical tensions support the case for structurally higher inflation, and for interest rates to remain higher for longer.
CIO CORNER

The case for structurally higher inflation – and its impact on rates and portfolios

Foreign investors have piled into the Nikkei 225, but there is still no compelling evidence that Japanese institutions and local investors are convinced.
CIO CORNER

Japan stock market needs buy-in by domestic institutions, investors

The US presidential election this year is set to be the most consequential geopolitical event. But would be naïve to regard the 2016-2017 US elections as a template for how the markets would likely behave should Donald Trump win.
CIO CORNER

Brace for a volatile ride in the Year of the Dragon

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MDDI (P) 046/10/2024. Published by SPH Media Limited, Co. Regn. No. 202120748H. Copyright © 2025 SPH Media Limited. All rights reserved.

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