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CIO Insights 3Q25: The Global Pivot
Time in the market beats timing the market
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The Era of Big Beautiful Fiscal Excesses
Trump's OBBB is projected to add USD3.3tn to US deficit by 2034
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Rise of Sports Investment
Explore the compelling investment potential of sport franchises
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New World Order
Investment opportunities in a multipolar global landscape
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The Nuclear Renaissance
Imagine a fossil-fuel free and abundant-energy future
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CIO Industry Guide: May 2025
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China: Policy focuses on liquidity support
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India markets: Monetary committee’s policy bent to be the next trigger, trade deal timeline spills over
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22 Jul 2025
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16 Jul 2025
Indonesia: Trade deal, BI cut, 2H outlook
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15 Jul 2025
China: Steady 2Q but cloudy 2H outlook
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15 Jul 2025
India markets: Inflation at six-year low, doves to reign
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14 Jul 2025
Singapore: 2H25 slowdown after skirting technical recession
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China 2025-40 Outlook–Tech and policy foundation
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7 Mar 2025
Eurozone rates: ECB lowers rate, direction of policy travel muddied by fiscal push
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21 Feb 2025
Eurozone rates: Crucial Germany elections
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31 Jan 2025
Eurozone rates: ECB reaffirms dovish tilt
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7 Jun 2024
Eurozone: ECB begins to loosen policy brakes
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Macro Insights Weekly: Rising portfolio allocation to Asia
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Kopi time with Taimur Baig podcast E156
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23 Jul 2025
Kopi time with Taimur Baig podcast E157
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18 Jul 2025
Taiwan: Tariff scenarios and 2H outlook
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15 Jul 2025
Macro Insights Livestream July
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4 Jul 2025
Taiwan: Appreciation impacts – a historical perspective
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2 Jul 2025
India: Domestic anchor amidst external crosswinds
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17 Jun 2025
27-country macro risk analysis: Annual update
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