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    The ASEAN Advantage

    A deep dive into the new tigers of Asia

    CIOInsights2Q25: Resilience Amid Tariffs

    Embrace a portfolio approach

    Resilience Amid Trump Policy Uncertainty

    Stay invested instead of trying to time the markets

    Rise of Sports Investment

    Explore the compelling investment potential of sport franchises

    The “Mar-a-Lago Accord"

    Concerns emerge over recent treasury yield spikes and USD weakness

    Asset Strategies for Market Sell-down

    Take the portfolio approach in an era of heightened geopolitical uncertainities

    China's Technological Trajectory

    Narrowing of price-performance gap expected

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    Industries

    CIO Industry Guide: February 2025


    Global AI Agents: Prefer Global SaaS and Chinese Hyperscalers


    Global Airlines: Cloudy Horizons


    Global Hotels: Deceleration in Sight


    US Financials: Maintaining Solid Earnings Growth


    Global Autos: Position for Trump 2.0


    Europe Utilities: The Defensive Lynchpin


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


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    Thematics

    Rise of Sports Investments


    Thematic Strategy 2Q25 – Opportunities Amid Uncertainty


    Space – The Next Frontier


    Luxury, Redefined


    Thematic Strategy 4Q24: The ASEAN Portfolio


    Into the AI Frontier


    Thematic Strategy: Global Technology - Temporary Hurdle Presents Investment Opportunities


    The ASEAN Advantage


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