Neo Teng Hwee
The age of uneven prosperity – opportunities and risks in 2026
The explanation is structural: rising wealth supports high-income spending, while lower-income households confront real wage stagnation
Why the famous 4% withdrawal rule for retirement may not be the answer
The modern economy is too dynamic to be governed by a fixed number derived from one country’s unique historical bull run
Investing in a world where everyone knows everything
Success lies in waiting, filtering out the noise, and acting only when the information is relevant
Shifting sands: Navigating the future of the world’s reserve currency
Despite the USD’s entrenched position, recent developments have introduced significant strains
Trade, power and precipice: Navigating the US-China economic stand-off
The challenge for both nations – and for the rest of the world – is to build new institutions that can manage...
Decoding the economic fallout from DeepSeek and US tariffs
Investors need not shun regions outside America, despite escalating trade tensions, since Trump has been shown to be a pragmatist more than...
Outlook 2025: opportunities and risks
Investors should be prepared for periods of volatility, given policy uncertainties
More upside likely for Chinese equities
The forward price-to-earnings ratio of MSCI China is currently close to 11 times, below that of most developed and emerging markets
Mid-year outlook: Fed, AI and the US elections
In understanding economic and market trends, structural forces now play a more critical role than traditional economic analysis
Paradox of high interest rates and a resilient economy
Why have higher interest rates failed to induce an economic slowdown?