Muslim consumers comprise a young and enormous population, and there is a growing opportunity for startups that cater to their needs, argues one of Asia’s most impressive venture capitalists, Thomas Tsao.
Given current levels in real interest rates, real return bonds (namely Canadian government bonds and US Tips) represent an ‘incredible’ return compared to the underlying risk, Canada’s HOOPP plans to build on its exposure.
A future of rising uncertainty demands investors fundamentally re-think the way they assess risk when building resilient portfolios, argued a panel of experts from MSCI and Singapore sovereign wealth fund GIC.
Markets are facing an “evolution, not a revolution,” and asset returns are likely to improve over the next ten years, despite a range of challenges facing global markets.
“A long-term investor sells when it wants to, not because it has to.” This is an especially clear and succinct definition of long-term investing. Long-term investing is about how the institution behaves, not a fixed time period.
It is inaccurate to refer to rising US-China tension as a “new Cold War,” according to a former permanent secretary of Singapore’s Foreign Ministry, as both countries are “vital and irreplaceable components of a single system” with supply chains that are unprecedented in their density, complexity and scope.
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