Data Infrastructure Software – the control layer of the AI stack
We would need to look for either a more attractive valuation entry point or clearer evidence that AI adoption is generating incremental, high-margin revenue before turning more positive.
- 02 Sep 2026
- 888
Japan’s July export boom reinforces our conviction in semiconductor trades
Japan’s exports hit a record high in July, but the headline 23.2% YoY surge masks a more nuanced picture. Much of the growth was driven by higher prices and yen weakness rather than stronger shipment volumes. For investors, the key is to look beyond export value and identify sectors delivering genuine volume growth.
- 01 Sep 2026
- 900
US PCE inflation stalls at 3.7%: What it means for portfolio positioning
US inflation remains well above the Fed’s 2% target, with several upside risks potentially keeping rates higher for longer. We assess what sticky inflation and signs of softer consumer momentum mean for portfolio positioning.
- 31 Aug 2026
- 3134
Jackson Hole takeaway: Inflation is still too high; rates are likely to stay elevated
We provide our take on the Jackson Hole meeting and its implications.
- 31 Aug 2026
- 2663
Building for the future: What NDR 2026 means for the Singapore market
Singapore is meeting a more uncertain world by doubling down on infrastructure, technology and institutional resilience. NDR 2026 reinforces the case for Singapore equities, with a firmer macro backdrop and multiple structural earnings drivers extending support well beyond the near-term trade risks.
- 27 Aug 2026
- 1284
Standard Chartered 2Q26: Softer momentum but credit fundamentals remain sound
StanChart’s 2Q26 earnings softened sequentially but remained resilient, while strong liquidity, capital and stable asset quality continue to support its bonds.
- 04 Sep 2026
- 326
Frasers Property Treasury Launches Tender Offer for Its 4.15% Notes Due 2027
We assessed Frasers Property Treasury’s tender offer and recommend investors to hold the existing notes to maturity rather than participating in the tender.
- 03 Sep 2026
- 444
Credit Update: Net cash funds Alibaba’s AI buildout
We review Alibaba's 1QFY27 results (ending June 30, 2026) and provide our updated view on its USD-denominated bonds.
- 02 Sep 2026
- 428
CapitaLand Integrated Commercial Trust Announces New SGD 5Y Senior Green Notes at an IPG of 2.90%
CapitaLand Integrated Commercial Trust is planning to issue new SGD 5-year senior green notes with an initial price guidance ("IPG") of 2.90% area. Here is our quick take on this new issue.
- 01 Sep 2026
- 431
Walmart Credit Update: Tariff Refunds Boost Earnings as Bond Yields Climb to 5.05%
Walmart’s strong core earnings, improving debt-servicing capacity and resilient cash flows continue to underpin its high-quality credit profile, even as its bonds remain fairly priced.
- 31 Aug 2026
- 501
Cash now, cash later: Choosing the right cash-management solution
We identify suitable cash-management solutions based on when investors may need their money, from immediate liquidity to higher-return cash-plus strategies.
- 07 Sep 2026
- 96
This new Islamic fund returned 11.7% since inception. Should you buy in?
A defined 70/30 equity-sukuk mandate and a lower expense ratio have helped this new Islamic fund outpace the platform's only comparable peer since inception.
- 03 Sep 2026
- 405
Japan’s dividend engine is reviving up: This fund offers 6%+ yield
The combination of BOJ policy normalisation, stronger earnings and corporate governance reform is creating a favourable backdrop for rising dividends and shareholder distributions.
- 03 Sep 2026
- 510
Fund spotlight: PineBridge’s lifecycle-informed, factor-based approach to US equities
PineBridge combines lifecycle analysis with Valuation, Quality and Sentiment signals to pursue alpha across market conditions without materially straying from the S&P 500.
- 02 Sep 2026
- 410
Fund Spotlight: Digging beneath the headlines to find Asia’s stock-level opportunities
M&G (Lux) Asian Fund takes a high-conviction, bottom-up approach to uncovering mispriced businesses across Asia. This approach becomes increasingly valuable when market gains become concentrated in a single dominant theme, helping investors uncover opportunities beyond the crowded trades.
- 28 Aug 2026
- 663
Japan: Are the stars aligned?
Japan equities are seeing the highest inflows in 20 years. Improving economic fundamentals aside, the positive sentiment is being fuelled by cyclical tailwinds and structural reforms that are still in play. Despite the strong rally to date, the Eastspring Japan equity team believes that there is more room for upside.
- 15 Aug 2023
- 1667
China is back: Tracking the progress of China’s accelerated re-opening
- 16 Mar 2023
- 1578
Japan's good value creates alpha opportunities
Japan’s companies are among some of the most cash rich, globally. Equally, some of the most attractive developed market valuations are to be found in Japan. Investors willing to look beyond the economic headlines will discover a market of stocks that is attractive on many fronts.
- 07 Nov 2022
- 1937
Chart Room: Three structural factors making for stickier inflation
Inflation has dominated front pages in recent months, with headline consumer price increases in the US reaching 40-year highs. While we don’t expect global inflation rates to remain at these record-breaking levels, we see several medium to long-term factors that should continue to place upward pressure on inflation.
- 25 May 2022
- 1973
Multi-asset view: More damage in the pipeline
The direct impact of the war in Ukraine seems to have been priced in for now, and equity markets had another relatively strong week. However, we are still cautious due to our expectations of slower growth as a result of high inflation, tightening financial conditions, and the squeeze on consumers.
- 09 May 2022
- 1872
Salesforce 2Q FY27 Earnings: AI Traction Builds Despite Slower Organic Growth, Downgrade to HOLD
- 03 Sep 2026
- 330
CSE Global 1H26: Margins bend, the thesis holds
CSE Global’s earnings fell in 1H26 despite record revenue, as project mix, start-up costs and higher financing expenses weighed on margins. We retain our BUY rating as the AWS ramp-up and expanding data centre pipeline support a recovery in earnings growth beyond 2026.
- 01 Sep 2026
- 574
ISOTeam: Margin gains cushion a revenue miss as drone and cool coatings pipeline stay intact
ISOTeam's FY2026 results came in below our forecasts on revenue and earnings, as the timing of project completions pushed a larger share of R&R, A&A and C&P billings beyond the financial year. Gross margin nonetheless expanded to a multi-year high on dormitory-driven cost savings, and the Board raised the final dividend despite the shortfall. We maintain our HOLD rating with a lower target price of SGD 0.072.
- 01 Sep 2026
- 413
Lam Research: AI capex and rising chip complexity drive a multi-year growth runway
As capital pours into AI infrastructure, chipmakers need advanced manufacturing equipment to turn that spending into capacity. Lam Research supplies the deposition, etch and clean technologies at the heart of that process, giving it direct exposure to the AI build-out.
- 31 Aug 2026
- 1994
Nvidia 2Q FY27: The Party Continues
- 31 Aug 2026
- 518
Five for five: every MAPS portfolio is beating its benchmark this year
It's been a noisy year for markets, but the numbers tell a clean story. As of 21 August 2026, all 10 MAPS portfolios, across both Growth and Income, beat their benchmarks year-to-date and over the past 12 months. We haven't changed a single allocation since April. The positioning has simply been left to work.
- 28 Aug 2026
- 2867
MAPS Portfolio Note: Yesterday’s selloff changed the price, not the thesis
Markets sold off yesterday (23 June 2026), and we know many of you are concerned. South Korea’s KOSPI plunged nearly 10%, with circuit breakers triggered twice, and our VanEck Semiconductor ETF (SMH) fell sharply in sympathy with the broader semiconductor selloff. After SMH returned more than 140% over the past year, moves like this come with the territory. What matters is whether the long-term growth story has changed, and we don’t think it has.
- 24 Jun 2026
- 5602
MAPS Portfolio Note: Apple just said it better than we could — the memory shortage is far from over
When Apple says something has become “unavoidable,” the world pays attention. This week, CEO Tim Cook confirmed to the Wall Street Journal that the company will raise prices on its devices to offset surging memory chip costs. This tells you everything you need to know about the state of the global memory market, and why our conviction in the Global X Asia Semiconductor ETF has only deepened since we added it to your MAPS portfolios in April.
- 19 Jun 2026
- 1074
MAPS portfolios are up as much as 31.9% in a year and we’re just getting started
Markets have been volatile in 2026. Yet through all of it, your MAPS portfolios have delivered. Our Growth portfolios have returned as much as 9.2% year-to-date and up to 31.9% over the past 12 months, beating their benchmarks across every risk profile. These are not lucky outcomes. They are the product of deliberate positioning, active management, and the discipline to stay invested when others are tempted to panic. If you’ve been sitting on the sidelines, this is what you've been missing.
- 14 May 2026
- 4233
1Q26 was brutal. Here's how MAPS came out ahead
War in the Middle East. Oil above USD 110. A steep selloff in software stocks. 1Q26 threw a lot at investors, and yet our MAPS portfolios held their ground. Read on to learn how your portfolios performed, what drove returns, the changes we made in April, and how we have positioned your portfolios for what comes next.
- 05 May 2026
- 3543
A Beginner’s Guide to Indexed Universal Life (IULs)
If you've recently heard about Indexed Universal Life (IUL) insurance but aren't sure how it works, this guide is for you. Learn the fundamentals of an IUL, including how interest is credited, how your cash value grows, the role of floor rates, participation rates and cap rates, policy allocations, and the fees and charges you should understand before considering an IUL.
- 22 Aug 2026
- 5363
Read This Before You Buy an Indexed Universal Life (IUL)
Not everyone is suited for an IUL. Before committing to a long-term policy, it is important to understand how IULs compare with term life insurance, whole life insurance, and the Buy Term and Invest the Rest (BTIR) strategy. In part 2 of this series, we explore who an IUL may be suitable for, who it may not be suitable for, and the key questions to ask before deciding.
- 13 Aug 2026
- 4132
Your Insurance Portfolio, Reimagined: One dashboard.Greater clarity.
Your insurance portfolio deserves a smarter dashboard. Explore the newly revamped FSM Global Insurance Holdings page, designed to give you greater visibility over your insurance portfolio. From policy tracking and protection gap analysis to commission rebates and product comparisons, everything you need is now at your fingertips.
- 04 Aug 2026
- 2574
Shield Plans vs Critical Illness Insurance: Which do you need?
Many Singaporeans confuse Shield Plans with Critical Illness insurance, but each protects against a different financial risk. Learn how these two coverages work together, when each comes into play, and why having both can provide more comprehensive financial protection during a serious illness.
- 22 Jul 2026
- 5121
Will Your Insurer Pay Out? 2026 Guide to Singapore Insurer Ratings
If you are unsure about how insurer credit ratings affect you, you are not alone. Already have a policy with a Singapore insurer? Find out what these ratings mean for you, and what to look out for when purchasing insurance coverage.
- 07 Jul 2026
- 3952
[Webinar] Income from Asia: Accessing Asia ex-Japan USD Credit in a Single Trade
Seeking income without sacrificing credit quality? Join Amova Asset Management on 15 September 2026, 7pm, as they unpack the investment case for Asia ex-Japan USD credit — a diversified, growth-backed asset class spanning over 1,000 bonds — and explore how investors can gain exposure through the Amova Asia Credit Index ETF, a passive SGX-listed solution available in USD and SGD-hedged share classes.
- 07 Sep 2026
- 41
[Promotion] Two Futures, One Move: Invest in AI and China’s Next Chapter
From Silicon Valley’s AI breakthroughs to China’s next growth story — the future isn’t waiting. Receive cashback when you invest in select Amova AM ETFs between 1 September and 30 October. Two frontiers, one smart move.
- 01 Sep 2026
- 1797
[Promotion] Invest in SGX-listed ETFs with FSM Global. Get up to S$100* worth of STI ETF!
For a limited time only, enjoy up to S$100* worth of the State Street® SPDR® Straits Times Index ETF by investing in any of these SGX-listed ETFs. Offer ends 30 October 2026.
- 27 Aug 2026
- 10174
[Event] FSM Global Invest Exchange – Saturday, 17th October 2026
Living, Working, and Growing Your Wealth in Singapore: A Global Investor’s Financial Playbook! FSM Global on Saturday, 17th October 2026 and be empowered with the skills to manage, invest and grow your money!
- 26 Aug 2026
- 2078
Get Up to S$58 Cash Rewards When You Open an FSM Global Account and Start Investing
Open an FSM Global account, deposit at least S$1,000 and invest via Regular Savings Plans (RSPs) to earn up to S$58 in cash rewards. Complete the qualifying activities within 40 days of account opening to be eligible.
- 25 Aug 2026
- 5940
South Korea: Short-term Supplement [IOTW: 03 Dec 18]
- 03 Dec 2018
- 1669
MAS Tightens Again – What’s Next? [IOTW: 12 Oct 18]
- 12 Oct 2018
- 3797
Where's my CPF Money? [IOTW: 21 Sep 18]
- 21 Sep 2018
- 3735
If The Ghost of August Is Real, What Should You Do? [IOTW: 17 Aug 18]
- 17 Aug 2018
- 2177
Get To Know Your New Recommended Asian Equity Funds! [IOTW: 3 Aug 18]
- 03 Aug 2018
- 2343
