Singapore On Track for More Macro Gains

As before, Singapore's initial property market rebound is showing up more broadly in construction and durable spending indicators, supported by more favorable immigration trends. This is not an external "tiger" economy per se, and is also fairly muted in terms of consumer spending - but the story is nonetheless enough to keep us in the equity market.

Singapore On Track for More Macro Gains (Webcast)

Singapore On Track for More Macro Gains (PDF)

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What's Wrong with EM? (How to Think About Emerging Markets 2024 Edition, Part 2)

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