Intelligence
Market outlook.
Where capital, rates and sentiment are moving, read through what it means for a Singapore household rather than for a market.
3 published.
Market outlook reports
Global AI Development Report — September 2026
The US–China race and the economic consequences. AI is becoming simultaneously a technology revolution, an industrial revolution, an infrastructure boom and a geopolitical arms race. This report maps who controls the stack, where the bottlenecks sit, and what it means for portfolios through 2030.
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AI Ecosystem Outlook - Sep 2026 (Fund Series)
A full 2026–2028 outlook across nine holdings in compute, custom silicon, memory, manufacturing, equipment, cloud and consumer AI — read as one interconnected supply chain rather than nine independent stocks.
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SG Market Outlook - Sep 2026 (Fund Series)
A fundamental assessment of all ten disclosed holdings in a Singapore core equity portfolio — bank concentration, structural themes, conviction ranking and scenario outlook.
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