China is buying gold like there’s no tomorrow
AS GOLD surged this year to its highest price ever, Xena Lin joined the frenzy by making monthly purchases of gold “beans”...
Interests of OCBC and Great Eastern’s minority shareholders are fundamentally misaligned
A QUESTION was raised at OCBC’s annual general meeting (AGM) this past week about how the group’s 88.4 per cent stake in...
The perils of the Fed’s vast bond holdings
THE Federal Reserve is engaged in a colossal transformation of the financial economy. Yet, scarcely anyone is noticing.
Worsening weather is igniting a US$25 billion market
MARTY Malinow’s mom never could get her head around what her son did for a living. To friends, she said he was...
Financial planning for resilience, not just wealth
SINGAPORE is becoming increasingly affluent as a wealth hub, but a general lack of financial planning by individuals could jeopardise their hard-won...
Where to unlock opportunities in a changing world
GLOBAL inflation has fallen since the energy-induced spike that followed Russia’s invasion of Ukraine in 2022, and financial-market participants have been pricing...
In Jamie Dimon’s America, the stock market has already voted
JAMIE Dimon was recently asked: “If you had to describe the US economy, how resilient is it?” His answer was unequivocal: “Basically...
Five ways to navigate the AI revolution and market pullbacks
FEW trends have captured the imagination of investors as quickly and fully as artificial intelligence (AI).
Low-carbon transition is rewiring energy systems – and portfolios
INVESTORS face a new regime. On the surface, it is characterised by greater macroeconomic and market volatility. Looking deeper, it is driven...
Turning today’s challenges into opportunities
THE world is never short of surprises. Not too long ago, money markets were more aggressive than the Fed‘s projections for rate...