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investing strategies
Private equity
KKR is shrugging off 'fear in the market' to buy up risky debt
'One thing the Global Financial Crisis taught us is that when investors are paralyzed by fear, they often overlook opportunity'
December 07, 2023
Investing strategies
Investing in New China
Several sectors in this 'New China' have caught Wong's eye
December 07, 2023
Investing strategies
China does not share Japan's obsession with golfing, nor a 'balance sheet recession'
At the previous peak, Japan was trading at more than 70 times earnings; China's recent peak was 15 times
December 07, 2023
Investing strategies
Could 2024 be better for the markets than 2023? Yes, survey shows
That optimism hinges on the assumption that the Federal Reserve will cut interest rates, fuelling market rallies
December 07, 2023
Investing strategies
Bonds are the gateway to understanding the stock market
Bonds have once again become the subject of interest among investors
November 29, 2023
Investing strategies
Time ripe for family offices to get alternatives allocation right in portfolios
Alternative asset managers are proactively trying to diversify their investor base
November 16, 2023
Investing strategies
DBS bets on shorter-dated investment grade bonds for 4Q2023 yield strategy
DBS’s investment team shifts its preference from equities to bonds in the last quarter of the year.
October 12, 2023
Battle of the Portfolios
The final countdown
Deep Deep managed to beat Berkshire six times. Not too bad for a silicon brain
October 11, 2023
Investing strategies
New commodity opportunities arise as peak in fossil fuels looms
The transition to a clean energy economy will likely shake up the current geopolitical order
September 27, 2023
US stocks
Wall Street comes to grips with how wrong it's been in 2023
'Group think and psychology is a primary driver of strategists’ behaviour'
September 18, 2023