
Japan: A key player behind the AI chip supply chain
From precision equipment to advanced materials, Japanese companies provide the essential tools and materials that make large-scale chip production possible.

Market Outlook: Markets at record highs, is there room for error?
Amidst record highs for major markets, investors should focus on selective markets and sectors where earnings visibility is strong and growth is sustainable.

Want 5% income and long-term growth? This fund aims to deliver both.
For income-seeking investors, the challenge is balancing cash flow with growth. Allianz Global High Payout offers a solution, delivering regular monthly income alongside exposure to global equities with long-term growth potential.

Global market volatility from tariff risks persists, but Japan continues to stand out with structural tailwinds, strong corporate balance sheets and a yen rebound. One lesser-known segment of Japan's market is quietly outperforming, with strong year-to-date gains. Join us as we unpack the key drivers of Japan's outlook and how investors can tap into its potential in today's uncertain world.

These undervalued property gems are poised to benefit from MAS EQDP
By aiming to improve liquidity and attract broader investor participation, the EQDP brings long-overdue attention to undervalued real estate players on the SGX which would potentially trigger a re-rating of their shares.

Japan – Excellent choice for both a holiday destination and an investment opportunity.
If you like Japan as a holiday destination, you will also find it an attractive investment opportunity. Supported by structural tailwinds, we believe Japan is emerging as one of the top investment ideas.

Seeking diversification? Japan’s smaller companies offer big opportunities.
As Japan’s large caps hit record highs in 2024, smaller companies offer diversification and the potential for outsized returns, making them an appealing tactical allocation for investors. These firms are benefitting from the same structural transformations driving Japan’s resurgence.

Invest in Japan: A structural opportunity with promising earnings prospects
We remain bullish on Japan given the structural changes to the economy and stock market. Major companies are supported by their global competitiveness and alignment with global megatrends like digitalisation and AI, pointing to a promising earnings outlook.

Why we’re staying bullish on the Japanese Yen in 2025
Although the yen has underperformed this year, we remain confident in its potential in 2025, supported by Japan’s economic recovery, sticky inflation and the BOJ’s signal that it would further raise interest rates.

Top Equity Funds 3Q24: Which China funds outperformed?
Following the global market rebound to record highs, we recap the best and worst-performing equity funds of 3Q24 and provide insights on how investors can position their portfolios moving forward.
