Stock Markets

Records, rate cuts and the yen’s reckoning

2026-08-14T09:46:00.000Z
Markets have climbed a wall of worries, ranging from geopolitical conflicts to inflation. This breeds confidence, but can easily tip into overconfidence.
MONEY WISDOM

Why the best time to build buffers is when everyone is confident

2026-08-14T07:00:00.000Z
The lesson is not that history repeats itself perfectly, but instead that it provides a “yardstick” to measure the trends of today.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Understand the markets’ pattern, rather than fixate on a ‘magic number’

2026-08-11T08:03:41.000Z
Is the market bracing for a “hawkish” Federal Reserve that is prioritising inflation control over growth?

Greed is bad, patience is good: Walter de Oude’s case for tuning out the noise

2026-08-07T09:46:00.000Z
How sustainable is the current AI investment boom?

Chips up, Meta down and a Fed on hold: making sense of a week that went in every direction

2026-07-31T09:46:00.000Z
The question now is whether this is just a temporary summer tantrum or a serious change of heart about the AI trade that has underpinned the stock market.
THE BROAD VIEW

Are investors really getting cold feet about the AI boom?

2026-07-31T04:00:00.000Z
Many exchanges, such as the Philippine Stock Exchange, continue to treat every delisting as a defeat.
THINKING ALOUD

Count the companies worth owning, not the ones listed

2026-07-28T23:00:00.000Z
Markets supported by multiple sources of earnings growth tend to be more resilient, relying less on any single sector or investment theme.
CIO CORNER

Why earnings matter more than headlines

2026-07-28T08:40:21.000Z
Which Asian economies are proving most resilient to higher oil prices?

Oil at US$100, new tariffs and a yen at a 40-year low: Barclays on what Asia faces next

2026-07-24T09:46:00.000Z
China is progressing across multiple AI fronts: open-source models, humanoids and physical AI, semiconductor equipment and domestic supply chains.

Asia’s AI rally is narrowing. But the opportunity is also broadening

2026-07-23T05:36:20.000Z