Investing Globally & Profitably

INVESTING GLOBALLY & PROFITABLY

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".
INVESTING GLOBALLY & PROFITABLY

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.
INVESTING GLOBALLY & PROFITABLY

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.
INVESTING GLOBALLY & PROFITABLY

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

A Morgan Stanley survey of chief information officers found that security software is seen as the area least likely to face budget cuts if macroeconomic conditions worsen.
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Cybersecurity: a strategic investment in a dangerous, uncertain world

Industry offers a rare combination of growth and resilience

HSBC and BNP Paribas are examples of banks that have remained defensive amid credit deterioration and one-off divestments.
INVESTING GLOBALLY & PROFITABLY

Capture yield via high-quality US dollar bank bonds

They offer a compelling blend of income and resilience amid a complex macroeconomic landscape

On a positive note, the US labour market remains resilient, with the unemployment rate remaining low at 4.1%.
INVESTING GLOBALLY & PROFITABLY

S&P 500 at record high: Is the worst of the trade war behind us?

With tariffs expected to weigh heavily on US companies’ profit margins this year, there might be limited upside for the index