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investing strategies
Investing strategies
Wall Street soothsayers are bewildered about what's next
They kept waiting for a recession and just like Godot, it just didn't show up
July 09, 2023
Investing strategies
AI adoption and impact on semiconductors' supply and demand
This sector is expected to become a trillion-dollar industry by 2030
July 06, 2023
Investing strategies
Superstar stocks are getting rarer in the winner-take-all market
Such papers had ignited a heated debate about the relative merits of active and passive investing
June 27, 2023
Investing strategies
Money manager who bought Japan stocks early sees rally fizzling
Talaria Capital expects Japan's stock market will likely end 2023 lower from current levels
June 26, 2023
Investing strategies
AI on cusp of 'exponential growth' with game-changing uses but stay diversified
Four investment professionals weigh in on how to capitalise on the US$500 billion market share in AI, following Nvidia’s boom
June 22, 2023
Investing strategies
With a new norm this decade ahead, Pictet flags private equity and fixed income as better bets
Scarcity of natural resources and labour will weigh on growth potential, even as higher inflation becomes the new normal
June 15, 2023
Battle of the Portfolios
Deep Deep is fast and furious
There is no magic or superpower here. Deep Deep is merely a predictive model that sees patterns we humans fail to detect.
June 08, 2023
Investing strategies
Sage shoots of recovery in Japanese equities
Japan's historically undervalued market offers an attractive value proposition to overseas investors
June 08, 2023
Investing strategies
China's consumption triangle — a possible trinity
China’s domestic consumption is the biggest upside opportunity
June 08, 2023
Investing strategies
Morgan Stanley 'most bullish' on Japan, 'prolonged outperformance' seen
Japan has seen many false dawns, but recent global macro and domestic demand dynamics have been a promising start.
June 07, 2023