Singapore Equity Strategy: July 2025
From the macro perspective, we have been in favour of Retail REITS - high domestic liquidity supported by income, savings and government fiscal...
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Singapore Equity Strategy: June 2025
Singapore’s non-oil domestic exports (NODX) unexpectedly fell 3.5% y/y in May, the worst in seven months. The contraction was led by a slump...
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The British Pound Flirts with a 6-Year High
With consistently high real interest rates (rates above inflation), the Mex has been a standout performer, even ahead of the Swiss Franc.
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