Investing Globally & Profitably

INVESTING GLOBALLY & PROFITABLY

Singdollar bonds: Let quality carry and credit do more of the work

2026-07-21T08:20:28.000Z
Investor sentiment over tech stocks has turned more cautious. Between Jun 18 and Jul 2, the tech-heavy Nasdaq-100 index fell more than 3.5%.
INVESTING GLOBALLY & PROFITABLY

US tech stocks stumble, but the AI boom is far from over

2026-07-07T07:33:19.000Z
Singapore accounts for roughly 20% of global semiconductor equipment production. Its position across memory, advanced packaging and equipment becomes structurally harder to bypass as AI chip complexity increases.
INVESTING GLOBALLY & PROFITABLY

NODX a macro tailwind, but can SGX-listed semiconductor stocks deliver?

2026-06-02T07:37:10.000Z
Petrol prices in the US have ratcheted higher due to the war on Iran.
INVESTING GLOBALLY & PROFITABLY

Prepare for a turn in the interest rate cycle

2026-05-19T07:11:05.000Z
Claude Mythos Preview, the limited internal release of Anthropic's latest AI model, is able to identify and exploit zero-day vulnerabilities  – security flaws unknown to developers and therefore unpatched.
INVESTING GLOBALLY & PROFITABLY

Frontier AI meets cybersecurity: threat, catalyst or both?

2026-05-05T08:22:08.000Z
China's rapid adoption of electric vehicles has further reduced household reliance on petrol. This means exposure to oil price fluctuations is structurally lower than at any point in recent history.
INVESTING GLOBALLY & PROFITABLY

Why the oil shock can be China’s buying moment

2026-04-21T08:02:20.000Z
Historical precedent does not support the view that LNG price surges translate into sustained Straits Times Index underperformance.
INVESTING GLOBALLY & PROFITABLY

Singapore equities can weather the LNG storm

2026-04-07T08:26:50.000Z
As at Mar 12, investors are bracing for a higher-for-longer interest rate landscape, with no Federal Reserve rate cut priced in for 2026.
INVESTING GLOBALLY & PROFITABLY

Positioning your fixed-income portfolio amid war

2026-03-17T07:37:24.000Z
Several pharmaceutical leaders including Novartis are approaching significant trial results and regulatory milestones that could reshape their earnings trajectories for years to come.
INVESTING GLOBALLY & PROFITABLY

Why Japan and Europe matter for investors

2026-03-03T09:42:08.000Z
Mapletree Industrial Trust is a key beneficiary of structural demand tailwinds in the industrial and logistics sector.
INVESTING GLOBALLY & PROFITABLY

Pockets of strength in S-Reits

2026-02-03T08:17:31.000Z