Investing Globally & Profitably

INVESTING GLOBALLY & PROFITABLY

Pockets of strength in S-Reits

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

Issuance in Singdollar bonds remained robust in 2025. Issuers were quick to respond when benchmark rates fell, seizing the opportunity to refinance and secure funding.
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Stable income opportunities in Singdollar bonds

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

India's economic backdrop and earnings recovery are encouraging, but the rupee's weakness is a headache for foreign investors in Indian equities.
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Cloudy outlook for Indian equities in 2026

With lofty valuations a key concern, Indian companies will likely need to deliver strong earnings growth to move the needle on equity prices

Flows into Singapore securities have accelerated, with overall ETF fund flows in 2025 reaching their highest level since 2021, signalling rising investor confidence.
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Singapore equities gain traction into 2026

Initiatives in 2025 have strengthened market performance

Russell Napier, founder of The Library of Mistakes, says: "Financial history doesn't necessarily have the right answers, but it takes us to the right questions."

Investing? Look beyond S&P 500, says The Library of Mistakes’ founder

BT exclusive: The concept dedicated to the study of financial history comes to Singapore in 2027

Markets quickly latched onto Fed chair Jerome Powell’s comments in October that a December rate cut was "not a foregone conclusion – far from it".
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Opportunities in medium-term bonds as US yield curve steepens

Medium-term yields may drift lower as the Fed cuts rates, but likely in smaller magnitudes relative to each cut

Stiff competition is taking a toll on profitability for the major platforms in China's instant-commerce market.

The next frontier in China’s instant commerce: speed, quality and synergy

The industry is gradually being reshaped, and success will no longer hinge solely on low prices

US Federal Reserve chair Jerome Powell has signalled a path to rate cuts, but the decision remains tough with signs of labour market softening on one hand, and stubborn inflationary pressures on the other.
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Preparing your bond portfolio for the Fed’s next moves

Medium-term government and corporate bonds offer modest yield pickups, and are good options for income-focused investors to lock in yields with a decent balance between yield and duration exposure

Among STI stocks, SGX stands to benefit from higher trading volumes, new listings and clearing activity driven by broader equity participation.
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Finding value beyond the Big Three banks as STI hits record highs

Certain sectors such as property developers and financials stand out as prime beneficiaries

A smelting workshop for the rare earth metal lanthanum in China. The country is estimated to mine 60 to 70% of the world's rare earths, and refine 90% of them.
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Why China holds the trump card in trade talks with the US

Beijing’s command of rare earths and its weight as a major consumer of commodities provide it crucial bargaining chips