Why China’s Internet Sector Remains Resilient Amid New US Tariffs
The sector is well-positioned to weather this latest round of tariffs, and here are five reasons why.
The latest wave of US tariffs, dubbed “Liberation Day” tariffs, has jolted global markets. Among the targeted countries, China stands out—not just because it’s on the list, but because it has been here...
US-China’s Tariff Deal: What It Means for Markets and Investors
A 90-day tariff truce sparks a global market rally—here’s how Singapore investors can capitalise on the opportunity with a balanced investment strategy.
UK-US Trade Deal Struck as Fed Holds Rates Steady
Optimism grew after a US-UK trade deal eased sector-specific tariffs, though investor sentiment stayed mixed amid concerns over stagflation.
May FOMC Review: Fed Holds Steady Amid Trade Uncertainty
Stagflation risks and trade tensions cloud outlook. Here’s how investors can navigate the volatility.
Key Announcements from the FOMC
The Federal Open Market Committee (FOMC) kept the benchmark federal funds rate unchanged at 4.25%–4.5%, in line with expectations.
The Fed highlighted rising uncertainty around the economic outlook due to ongoing trade tensions...
Is It Time to Shift from Singapore Banks to S-REITs?
Over the last five years, Singapore banks have significantly outperformed S-REITs. We analyse if is it time for investors to pivot from banks to REITs.
Post-Trump Tariffs: What’s Next? 5 Charts to Watch
Compared to the optimism when President Trump was re-elected in November 2024, market sentiment has shifted dramatically.
Since the announcement of reciprocal tariffs on April 2, volatility has surged across asset classes. Notably, even traditional safe havens like US Treasuries have seen sell-offs, while the US dollar has weakened. Some...
Weekly Update (21-27 April 2025): Alphabet Smashes Expectations
Alphabet, the parent company of Google and YouTube, reported stronger-than-expected first-quarter growth this week. Here's the lowdown.
Weekly Update (14-20 April 2025): Gold Glitters Amid Trade Turmoil
Tariff-induced trade tensions and central bank manoeuvres have pushed gold prices past a historical high of $3,341 per ounce. The SPDR Gold Trust gained +6.46% in the last week as investors poured into safe haven assets amid growing concerns over inflation and trade.
What does this mean for you?
With President...
Syfe Portfolio Performance Review Q1 2025: A Bumpy Start
After a strong end to 2024, the first quarter of 2025 began with global financial markets facing headwinds. Optimism has waned, as a mix of geopolitical tension, shifting economic policies, and fluctuating market expectations has created global uncertainty.
For Syfe investors, this quarter underscores the importance of diversification. Our managed...
Will Private Credit Perform in a Lower Rate Environment?
Most private debts are structured as floating-rate debt—that is, the interest rate changes periodically based on the prevailing environment. If interest rates rise, the income from floating-rate debt increases, and vice versa. So the natural question is: can private credit still deliver strong returns if interest rates fall again?
