Market outlook
US soft landing expected: Will interest rate cuts further stimulate the market rally?
The stock market outlook remains attractive, with US technology, emerging markets and Japanese stocks showing promise
The Fed’s pivot signals the start of a new market cycle
It is one where the US is no longer the only game in town
Are investors overlooking the upside risk in markets?
Stronger earnings, improving market breadth, and modest investor positioning could keep markets advancing
Taiwan investors turn to Europe as US assets lose favour
In the first half of 2025, they poured NT$14.1 billion into Europe-focused funds based overseas, bringing total assets up to NT$134.8 billion
Israel vs Iran: Navigating a new regime of geopolitical risk
Periodic spikes in equity and bond market volatility are part of a new equilibrium that requires a proactive risk management approach
Navigating global headwinds and capital shifts in Asia Pacific
AS WE approach the second half of 2025, the investment landscape is facing a series of challenges and opportunities driven by global economic shifts, geopolitical tensions and structural changes.
Will the Middle East crisis spark market turmoil?
If the current conflict does not disrupt global oil shipments or supply in any significant way, investor fears could eventually subside
Why markets rise in the long run
Humans are meant to grow and multiply – the markets reflect this innate design
Positioning your portfolio in a complex environment
For investors, the goal is to build in carry, protect capital, and stay tactical through volatility
Trade, power and precipice: Navigating the US-China economic stand-off
The challenge for both nations – and for the rest of the world – is to build new institutions that can manage rivalry without ruin and to reimagine a new development model ahead
