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    CIO Insights 2Q25:

    Build Resilience Amid Tariffs

    Equities to Watch

    In-depth and latest analyses on individual company stocks across Hong Kong marke

    Here are your #ideas2invest

    Latest market news coupled with clear next steps for you to invest

    • Investment Strategy
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    • Sectors & Thematics
    • Equities to Watch
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    CIO Asset Allocation

    JGB Yield Surge – What It Means for Portfolios

    What happened No end in sight for the long end. 30Y JGBs surged past the 3%-handle last week following a string of weak debt auctions amid sticky domestic inflation prints, while 10Y JGBs hover aroun...

    Gold: Stars Align Under New World Order


    US Debt Downgrade – What’s Next?


    Portfolio Resilience in Era of Policy Ambiguity


    Navigating Trump’s Trade War


    Equity Strategy

    Magnificent 7: Bullish Outlook for Cloud and AI Businesses

    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...

    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


    Fixed Income Strategy

    Credit Strategy | Emerging Concerns About a “Mar-a-Lago Accord”

    Normalising the radical. It was once upon a time outlandish to even imagine that the US would force some of America’s foreign creditors to swap their bills and other short-term US debt into ul...

    Credit Strategy | The Basis for the Tariff-led Bond Selloff


    Credit Strategy | Navigating US Elections – An Asian Perspective


    The Trump Effect on Bonds


    The Golden Opportunity in Fixed Income


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