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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


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...

US Equities 2Q25: Exceptionalism Challenged


Net room expansion to drive growth. Marriott and Hilton reported solid results to end FY24 supported by net unit growth. As RevPAR growth for FY25 is expected to ease and align with inflation of arou...

Global Hotels: Deceleration in Sight


Recent weakness warrants revisiting. The past month has been volatile for US equities to say the least &ndash; tariffs and growth fears have spooked investors and prompted a broad-based reallocation ...

CIO Insights 2Q25:

Equities to Watch

Here are your #ideas2invest

Market Updates

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

Global Hotels: Deceleration in Sight

Global Technology: Still a Secular Growth Winner

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