Investing Globally & Profitably

April data is best read as validation of a structural thesis that Singapore has embedded itself in the AI hardware value chain

Bond investors should be mindful of excessive duration exposure within their portfolios

While new developments can push up demand for protection, the competitive landscape for security services may change in the long term

The country often seen as highly exposed to rising oil prices; while this is true in absolute terms, it is an increasingly misleading way to assess risk

Global uncertainty is also driving capital reallocation, and the city-state stands to benefit

Sometimes the best offence is a very strong, high-quality defence

These markets provide important currency diversification beyond the US

The tide is rising for S-Reits, but the recovery favours those with strong balance sheets and the right sector exposure

They offer resilience, underpinned by a solid issuer base and a durable economy