The ASEAN Advantage

A deep dive into the new tigers of Asia

CIO Asset Allocation

Global • Featured

Asset Allocation 2Q25 – The Age of Disruption

Despite our near-term cautious view on the US, we continue to stay positive on US tech given secular growth tailwinds; seek opportunities in Europe equities and safe haven assets

Global • Featured

Asset Allocation: Navigating Trump’s Beautiful Trade War

Global • Featured

Multi-Asset Weekly: Markets Rally on US Tariffs Delay

Mainland China • Featured

Equity Strategy: Innovating the Future - China's Technological Trajectory (Part 1)

Global • Featured

Asset Allocation: Cross-Asset Strategies for Market Sell-down on Growth & Policy Fears

Equity Strategy

United States • Featured

US Equities 2Q25 – Exceptionalism Challenged

A more defensive tilt necessary amid pursuit of "America First" agenda and policy chaos

Global • Featured

Equity Strategy | Too Early to Call DeepSeek Victory

Global • Featured

Global Beverages: Navigating Tariff Policies amid Sweeping Effects on Commodities and Global Economies

Asia ex-Japan • Featured

Asia ex-Japan 2Q25 – Navigating Trade Tariffs

Global • Featured

Equities Weekly: Strong Earnings Surprise for US Tech

Fixed Income Strategy

Developed Mkts • Featured

Global Rates 2Q25 – Rethinking US Exceptionalism

US growth worries erode the yield premium of US Treasuries over G3 peers while increased military expenditure and persistent inflation worries drive up German and Japanese yields respectively

Global • Featured

Credit Strategy: Emerging Concerns About a “Mar-a-Lago Accord”

Global • Featured

Credit Strategy | Soft-Landing Until Proven Otherwise

Global • Featured

Fixed Income Weekly | Market Relief After Trump's Inauguration May Be Short-Lived

India • 30 Apr 2025

India markets: Unexpected liquidity shot, a defensive move

FX Strategy

Global • 30 Apr 2025

Favouring IDR after April recap

IDR has room to play catch-up.

Global • 29 Apr 2025

Incoming US data to keep the pressure on the USD

Global • 28 Apr 2025

Pushing the USD’s limits

Global • 25 Apr 2025

Relief rally continues amid lingering uncertainty

Global • 24 Apr 2025

USD/CHF recovery faces headwinds from Trump’s policies blunting SNB’s efforts

Alternatives

Global • Featured

Gold 2Q25 – A Glittering Haven

Structural bull market for gold as uncertainty under Trump 2.0 buoys short-term demand while de-dollarisation and higher global nominal GDP growth act as longer-term tailwinds

Global • Featured

Private Assets 2Q25 – Anchor in the Storm

Global • Featured

Alternatives - Private Assets | The Stability of Private Equity Amid Uncertainty

Global • Featured

Alternatives | Gold – Global Uncertainties Push Gold to New Highs

Global • 28 Feb 2025

Alternatives | Fate of Digital Gold in the Hands of Physical Gold

Commodities

Global • Featured

Commodities 2Q25 – Good Start to the Year

Commodities surprise with positive YTD flows and recover lost ground

Global • Featured

Global Oil & Gas: Dawn of New Era for US Shale Oil

Global • Featured

Commodities: A Closer Look at the Dynamics of Investing

Global • Featured

Commodities 1Q25 – Still Waiting

Global • Featured

Global Oil & Gas: Resurgence of US Upstream Players

Global Economics

Global • 25 Apr 2025

Tariffs, Talks, and Transitions

Global • 11 Apr 2025

Tariff Relief For All But China

Global • 4 Apr 2025

Tariff Shock

Global • 28 Mar 2025

Tariff Pains

Research Updates

Asia ex-Japan • 30 Apr 2025

Nanofilm Technologies International Ltd

Asia ex-Japan • 30 Apr 2025

KASIKORNBANK

Asia ex-Japan • 29 Apr 2025

Frasers Centrepoint Trust

United States • 29 Apr 2025

PepsiCo Inc

Asia ex-Japan • 29 Apr 2025

PTT Global Chemical