Raymond Cheng

Gold could rise to a new high of US$3500 an ounce in the coming 12 months, supported by central bank buying and prolonged policy uncertainty.

Time to add portfolio bulwarks

The market lull could be useful, providing investors the chance to add gold and developed-market, investment-grade government bonds to their portfolios

Investors need to be patient in terms of a re-rating of China equities.

Will the US and China equity markets diverge further in 2025?

US equities have scaled new highs, while China’s strength has faded – both partly because of the implications of Trump’s presidential victory

Even as economic data and monetary policy throw up surprises, there are opportunities for profits.

Turning today’s challenges into opportunities

As investors, we should play both defence and offence