James Cheo

Sep 20, 2024 | businesstimes.com.sg | James Cheo

Adapting to changing conditions is crucial both on the race track and in investingPublished Sat, Sep 21, 2024 · 05:00 AMIN FORMULA 1 (F1) racing, adaptability is crucial. Race conditions can change in an instant, whether due to changes in the weather, track conditions or a competitor’s strategy. Teams must constantly reassess and tweak their approach in real time, adjusting tyre strategy, fuel load or pit stop timing.

Jul 24, 2024 | moneycontrol.com | James Cheo

The focus on fiscal discipline could boost the case for a sovereign rating upgrade. Robust economic growth, strong earnings growth, and sticky domestic investor base are supportive factors for Indian equities. Outlook for government bonds remains bright as well July 25, 2024 / 08:20 AM IST The first budget under the Modi 3.0 government did a good job of balancing fiscal discipline and focusing on both near-term and medium-term growth initiatives.

Jun 17, 2024 | businesstimes.com.sg | James Cheo

James Cheo Published Mon, Jun 17, 2024 · 5:12 pm MARKET uncertainty has resurged, propelled by sticky US inflation, the path of Federal Reserve rate cuts, and heightened geopolitical risks. The key question now is whether the Fed will proceed with its anticipated rate cuts, given persistent inflation challenges. While the current US monetary policy is restrictive, hence allowing for future rate cuts, the timing remains uncertain.

Jun 11, 2024 | hubbis.com | Mark Buesser |James Cheo

Sponsors AQUIS Capital Sun Hung Kai Capital Partners The Panel Son Nguyen, Director, Business Development, AQUIS Capital Harmen Overdijk, Chief Investment Officer, Leo Wealth Paul Gambles, Director, MBMG Group Allen Sing, Chief Investment Officer, Managing Director & Portfolio Manager, Fund of Hedge Funds, Sun Hung Kai Capital Partners Setting the Scene for the Expansion of Hedge Fund Investing in Asia’s Private Wealth Markets The dynamic and fast-growth wealth management markets of Asia...

Jan 29, 2024 | theinvestor.vn | James Cheo

By James Cheo Mon, January 29, 2024 | 11:07 pm GMT+7 In ASEAN, Indonesia and Thailand are key beneficiaries of FDI inflow into the electric vehicle (EV) sector, while Singapore, Vietnam and Malaysia stand to gain from strong FDI in the technology and consumer electronic industries, writes James Cheo, chief investment officer, Southeast Asia and India, HSBC Global Private Banking and Wealth. The global economy has defied a hard landing in 2023.