business cycle

Tong's Portfolio

The equity market is saying generative AI has started a new business cycle

First, simply looking at the headline indices is misleading.

EM equities supported as business cycle normalises

SINGAPORE (Feb 12): It appears increasingly obvious that the traditional business cycle is returning after more than a decade of quantitative easing across developed markets, says Neo Teng Hwee, chief investment officer and head of investment products and
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