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Temasek CIO: Increase investment in companies with strong physical assets (such as infrastructure and commodities), as these companies are less vulnerable to the impact of artificial intelligence.

2026-07-09

Temasek CIO: Increase investment in companies with strong physical assets (such as infrastructure and commodities), as these companies are less vulnerable to the impact of artificial intelligence.

Other News
2026-07-08

Asian Development Bank: It maintains its 2026 economic growth forecast for Japan at 0.7%, and raises its 2027 forecast to 0.8%.

Asian Development Bank: It maintains its 2026 economic growth forecast for Japan at 0.7%, and raises its 2027 forecast to 0.8%.
2026-07-09

Goldman Sachs said in a July 8 report that renewed disruption to Strait of Hormuz shipping could impede restoration of Middle East oil supply. Goldman estimates Persian Gulf crude output in June remained about 10.5 mln bpd below pre-conflict levels.

Goldman Sachs said in a July 8 report that renewed disruption to Strait of Hormuz shipping could impede restoration of Middle East oil supply. Goldman estimates Persian Gulf crude output in June remained about 10.5 mln bpd below pre-conflict levels. Despite producers beginning to restart shut wells last month, Goldman warned Hormuz interruptions could slow recovery: recent tanker attacks underscore elevated transit risk and, with ceasefire status unclear, shippers may hesitate to transit, weighing on flows. Goldman estimates flows have fallen to roughly 70% of normal after the recent attacks; earlier, within 10 days of the strait’s reopening, flows had climbed to over 80% of pre-conflict levels. Flows and oil prices face two-way risk: if the 60-day talks continue and shippers obtain security guarantees and Iran secures new waivers for sales, flows could recover by end-July; if talks break down and attacks escalate, flows could fall further.
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