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TSMC – strong growth, rising risks in 2025
TSMC posts record 2024 results driven by AI chip demand, while navigating U.S.-China tensions, tariffs, and global expansion in 2025....
ASEAN Outlook 2025
Despite global challenges, the region's growth is driven by improving consumption, FDI, and supply chain shifts....
Japan Outlook 2025
Japan's economy is likely to continue its recovery path, and its equity market is expected to maintain its current robust performance....
India Outlook 2025
India is still the fastest growing major economy in the world, but the pace is slowing. What is the outlook for stocks and bonds?...
China Outlook 2025
China's growth is expected to slow down further in 2024 and 2025. How will this affect the China outlook for equities and bonds?...
Asia Bonds – the time is now
While challenges remain, there’s a strong argument for a dedicated asset allocation to Asian fixed income....