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CIO Insights 1Q26

Equities to Watch

Here are your #ideas2invest

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Market Updates


The commercial aerospace sector remains well positioned for growth into 2026 despite tariff noise. The demand backdrop remains constructive: global air traffic is expected to grow at around 4% in 202...

Global Aerospace: Cruising Through Turbulence into 2026


Inflation remains sticky. US overall inflation edged up to 3.0% y/y in Sep 2025, with urban food and beverage inflation following at similar trend. After tariff escalations in Apr 2025, when US tarif...

Global Hypermarts: Sticky Inflation Reinforces Grocery Outperformance


Rising hyperscalers capex signals success of AI pilots. After years of heavy AI capex, US hyperscalers are delivering robust growth in their cloud revenue, either meeting or exceeding street expectat...

AI Monetisation Amid Declining Free Cash Flow.


Valuations of S-REITs remain undemanding despite recent rally. S-REITs have risen c.12.5% YTD, supported by easing cost pressures and improving fundamentals. However, we believe valuations remain rea...

Singapore REITs: Declining Benchmark Rates a Tailwind for S-REITs


Strong growth trajectory with Asia Pacific serving as key engine. The International Monetary Fund (IMF)&rsquo;s latest forecasts (as of Oct 2025), point to global GDP growth decelerating from 3.3% in...

Global Logistics: Exploring New Fulcrums for Long-term Prospects


AI is accelerating growth and expanding margins. AI is reshaping both the revenue engine and cost base of games, compressing build times and lowering unit content costs, while c.87%1 of video game de...

Games: Rising Revenues with Collapsing Costs


Asia ex-Japan (AxJ) markets faced multiple global disruptions in 2025; after the much-anticipated China stimulus blitz at the end of 2024, the region started 2025 with the re-election of Donald Trump...

AxJ Equities 4Q25 | Good Auspices

Japan equity prices have stabilised following the easing of concerns around tariffs and political developments. Expectations are building for a BOJ rate hike within the next six months, which, when co...

CIO Insights 1Q26

Equities to Watch

Here are your #ideas2invest

Market Updates

Global Aerospace: Cruising Through Turbulence into 2026

Global Hypermarts: Sticky Inflation Reinforces Grocery Outperformance

AI Monetisation Amid Declining Free Cash Flow.

Singapore REITs: Declining Benchmark Rates a Tailwind for S-REITs

Global Logistics: Exploring New Fulcrums for Long-term Prospects

Games: Rising Revenues with Collapsing Costs

AxJ Equities 4Q25 | Good Auspices

Japan Equities 4Q25

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