Investing Globally & Profitably

INVESTING GLOBALLY & PROFITABLY

Frontier AI meets cybersecurity: threat, catalyst or both?

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

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.
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Why the oil shock can be China’s buying moment

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

Historical precedent does not support the view that LNG price surges translate into sustained Straits Times Index underperformance.
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Singapore equities can weather the LNG storm

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

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.
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Positioning your fixed-income portfolio amid war

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

Several pharmaceutical leaders including Novartis are approaching significant trial results and regulatory milestones that could reshape their earnings trajectories for years to come.
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Why Japan and Europe matter for investors

These markets provide important currency diversification beyond the US

Mapletree Industrial Trust is a key beneficiary of structural demand tailwinds in the industrial and logistics sector.
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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