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CIO Insights 2Q25:

CIO Insights 2Q25: Build Resilience Amid Tariffs

Equities to Watch

Here are your #ideas2invest

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Market Updates


Diverging strategic priorities and guidance reflect varied growth drivers across Big Tech. Among major tech players, Microsoft, NVIDIA, and Amazon issued strong guidance, reflecting robust momentum i...

Magnificent 7: Bullish Outlook for Cloud and AI Businesses 


What happened
Pending negotiations, there is the risk of US imposing 50% tariff on imports from Europe beginning 9 Jul. This shift in trade policy marks a notable escalation in tensions across the At...

Implications of US-Europe Tariff Escalation


Resilient power demand. European Union (EU) power demand finally saw a positive 1.4% growth in 2024, bucking the trend of two consecutive years of decline (c.-3% p.a.) in 2022-23 due to slowdown in i...

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


25% tariff on all aluminium imports into the US is set to weigh on beverage companies&rsquo; US operations, particularly brewers. Aluminium cans are a key packaging material across the beverage secto...


New export restrictions on semiconductor chips. The US is tightening restrictions on advanced chip exports to China, most recently blocking Nvidia&rsquo;s H20 AI chips&mdash;underscoring rising geopo...

Global Technology: Temporary Hurdle Presents Investment Opportunities


AI agents are benefitting businesses, while GenAI benefits consumers. Both Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems will benefit differently from Agentic ...

Global AI Agents: Prefer Global SaaS and Chinese Hyperscalers


Tariff headwinds denting consumer and corporate confidence. Heightened macro uncertainty and subdued sentiment appear to be weighing on US domestic travel demand and corporate bookings, alongside a r...

Global Airlines: Cloudy Horizons


Policy chaos and the demise of US exceptionalism. The story of US equities is a curious case of &ldquo;self-inflicted pain&rdquo;. Just when the S&amp;P 500 as basking in the glory of being the &ldqu...

CIO Insights 2Q25:

Equities to Watch

Here are your #ideas2invest

Market Updates

Magnificent 7: Bullish Outlook for Cloud and AI Businesses

Implications of US-Europe Tariff Escalation

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

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

Global Technology: Temporary Hurdle Presents Investment Opportunities

Global AI Agents: Prefer Global SaaS and Chinese Hyperscalers

Global Airlines: Cloudy Horizons

US Equities 2Q25: Exceptionalism Challenged

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