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CIOInsights3Q25: The Global Pivot

Resilience Amid Trump Policy Uncertainty

Rise of Sports Investment

The “Mar-a-Lago Accord"

The Nuclear Renaissance

CIO Industry Guide: May 2025

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India: RBI provides a double-barrelled boost 

Stablecoins could see greater adoption in the US with a robust regulatory framework.

Crypto Digest: US stablecoin bill is coming soon

We address 10 key questions on the JGB market and the yen, reflecting recent concerns and offering a medium-term macroeconomic view.

Japan: 10 questions about JGB and JPY

Trade tensions with the US continue to simmer.

Eurozone: Trade tensions simmer

Singapore&rsquo;s external-oriented economy faces heightened uncertainties and downside risks from the tariff chaos.

Singapore: Cautious outlook amid tariff chaos

Capturing recent developments and tracking the growth pulse.

India: Trade thaw, agreements and tailwinds

Currency appreciation has broad macroeconomic and sectoral implications.

Taiwan: Appreciation impacts

Higher public spending, positive net exports, easing monetary conditions and welfare measures are expected to be supportive of Indonesia&rsquo;s growth.

Indonesia: Tracking the growth pulse

We update the DEER Strategy&rsquo;s recommendations for May 2025.

FX: DEER recommendations (May 2025)

Hong Kong economy grew by 3.1% YoY in Q1, with sequential growth of 2.0%.

Hong Kong SAR: Solid Q1; gloomy outlook

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CIOInsights3Q25: The Global Pivot

Resilience Amid Trump Policy Uncertainty

Rise of Sports Investment

The “Mar-a-Lago Accord"

The Nuclear Renaissance

CIO Industry Guide: May 2025

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