Neo Teng Hwee

Neo Teng Hwee

After several years of digesting a property bust, Chinese equities are now showing resilience.
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The age of uneven prosperity – opportunities and risks in 2026

Having spending flexibility instead of being tied to a fixed sum will help to sustain portfolio resilience over the planning horizon.
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Why the famous 4% withdrawal rule for retirement may not be the answer

The difference between analysis and conviction remains profound. Analysis can be generated instantly with the help of AI, but conviction must be built through a disciplined process.
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Investing in a world where everyone knows everything

Geopolitical shifts and evolving national policies are prompting a critical examination of the USD's long-term trajectory and its profound implications for investors worldwide.
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Shifting sands: Navigating the future of the world’s reserve currency

The US-China trade war is no longer about trade deficits or market access. It is about great power rivalries and whose industrial model will define the future.
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Trade, power and precipice: Navigating the US-China economic stand-off

US President Donald Trump's administration has so far avoided the more extreme tariff scenarios mentioned in his election campaign, and instead exploited the taxes as leverage in negotiations on matters unrelated to trade.
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Decoding the economic fallout from DeepSeek and US tariffs

Given the broad consensus on China’s threat, tariffs on Chinese imports will inevitably rise. The US has a more than US$300 billion trade deficit with China.
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Outlook 2025: opportunities and risks

A plethora of measures to stabilise the economy and capital markets suggests that the problems are serious enough to warrant attention from the Chinese government.
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More upside likely for Chinese equities

The market has been abuzz with AI as an investment theme, with Nvidia – which clocked in a nearly tenfold gain from the lows in 2022 – leading the pack.
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Mid-year outlook: Fed, AI and the US elections

There are several explanations for the US' economic resilience. The most cited one is that fiscal policy was exceptionally stimulative in 2023.
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Paradox of high interest rates and a resilient economy