The 2024 World Economic Forum was held from 15 Jan to 19 Jan 2024. It is a significant annual event where world leaders and business executives come together to discuss key global issues. In this Weekly Kick Start, we will highlight the top takeaways from this important meeting.  On Top...

The US inflation rate in December unexpectedly climbed to 3.4%, surpassing the forecasted 3.2%. This development is crucial for investors and policymakers, signifying a complex path ahead for the Federal Reserve's monetary policy. On Top of Our Mind This Week: US Inflation Rise in December - A Deeper Analysis Source: Bloomberg Data...

This week, there is a pivotal moment for the electric vehicle (EV) industry, China’s BYD has surpassed Tesla to become the world’s largest EV manufacturer, marking a significant shift in the global automotive landscape. This development not only highlights the rapid rise of BYD, once a relatively obscure Chinese...

This week’s Federal Reserve meeting marks a significant shift in the US monetary policy, indicating an end to the aggressive rate hike cycle and forecasting lower borrowing costs by 2024. This pivotal change, acknowledging subdued inflation, is crucial for investors as it signals a shift from a rising rate...

In this week's recap, we delve into Moody's recent decision to downgrade China's credit outlook from stable to negative. This pivotal move, driven by rising debt risks and economic slowdown concerns, marks a significant shift in the perception of China's fiscal health and poses critical implications for global investors. On...

Last week, PDD Holdings, the parent company of Pinduoduo and Temu, briefly outpaced Alibaba in market value after releasing a robust earnings report. This achievement highlights Pinduoduo's exceptional growth and underscores a significant shift in China's e-commerce landscape. We will discuss this event in this week’s recap. On Top of...

Last week, the U.S. labor market presented a complex picture. Despite a significant drop in unemployment claims, broader indicators suggest a gradual cooling in the job market, influenced by the Federal Reserve's monetary policies.We will discuss these data and potential implications in this week’s recap. On Top of Our Mind...

The focal point last week centered on the APEC Summit, where US-China relations experienced a new turning point. At this pivotal meeting, leaders from both nations demonstrated a willingness to ease tensions and seek mutual progress through dialogue and agreements. This significant event has prompted us to concentrate on...

Throughout the current week, there have been marginal upticks observed in several asset classes. Significant highlights encompass the disclosure of financial results by DBS and Singapore Airlines. Our report for this week comprehensively delves into the earnings reports of these noteworthy companies, offering actionable insights for investors. On Top of...

Summary:  S-REITs experienced a downturn primarily due to rising interest rates in Q3 2023.Despite this volatility, a turning point appears likely, especially in 2024. S-REITs' operational performance has remained resilient. With compelling valuations and attractive yields, the potential conclusion of the rate hike cycle presents an opportunity for S-REITs. Our Syfe...