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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....
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ASEAN Outlook 2025

Despite global challenges, the region's growth is driven by improving consumption, FDI, and supply chain shifts....
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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....
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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?...
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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?...
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Asia Bonds – the time is now

While challenges remain, there’s a strong argument for a dedicated asset allocation to Asian fixed income....