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CIO Insights 3Q24:

Equities to Watch

Here are your #ideas2invest

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Airframers continue to face significant challenges, while engine OEMs and MRO operators are thriving. In recent years, both Airbus and Boeing have consistently fallen short of production targets, wit...

Global Aerospace - Aftermarket Thrives as Airframers Face Turbulence


New policy blitz. China's central bank, the People's Bank of China (PBOC), has taken a proactive approach to bolstering the economy with a series of policy easing measures, surprising the market. The...

Equities - A Welcome Policy Move


Buoyant international market for oilfield services. The global Oilfield Services (OFS) market is expected to grow at 3-4% CAGR through 2030, driven by robust production and exploration activities (la...

Global Oilfield Services: Correction Seems Overdone


The upcoming US elections on 5 Nov will be closely scrutinised for key trends that could define the next four years. While the Trump campaign is associated with broader and higher tariffs, wider fisc...

Credit Strategy | Navigating US Elections – An Asian Perspective


Sustained momentum. As investors brace for global economic slowdown, ASEAN continues to demonstrate promising potential as a strategic economic bloc supported by five key pillars &ndash; favourable d...

The ASEAN Portfolio


REITs shine as interest rates head lower. With inflation tapering off and other macro datapoints in the US showing signs of softening, the Fed has turned visibly dovish, signalling their readiness to...

Asia REITs: Time to Bask in the Sun


Dovish speech at Jackson Hole signals imminence of Fed monetary easing cycle. At the Jackson Hole conference, Fed Chair Powell announced that the time has come to adjust monetary policy amid sharp mo...

US Equities – Beneficiaries of Fed Rate-Cutting Cycle


New winds, same sail. Japan&rsquo;s Prime Minister Fumio Kishida will be stepping down next month, paving the way for a new leader of the ruling Liberal Democratic Party (LDP). Through his three-year...

Japan Equities: Unchanged Playbook


Software industry is a clear AI beneficiary. In 2023, software accounted for 37% of the total global AI market, surpassing hardware&rsquo;s 24% share. The ERP (enterprise resource planning) software ...

Software – Favour Companies with ERP Exposure


September Fed rate cut a certainty amid soft inflation outlook. Since the release of June&rsquo;s CPI data, the odds of a September Fed rate cut have surged to near certainty and the subsequent July ...

CIO Insights 3Q24:

Equities to Watch

Here are your #ideas2invest

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