國泰世華銀行

▌FOMC Fed 利率維持不變，鷹派分歧顯現 短期降息機率低, 預估高利環境延續 🔥三大會議重點，兩大會後觀察 📢三大會議重點： 1️⃣利率按兵不動，但內部出現升息聲音 聯準會宣布利率維持不變，但有三位投票委員主張升息。 2️⃣記者會重點 主席 Warsh 強調對通膨零容忍，觀察物價之後走勢。近期美債利率上升即反應市場升息預期，並達到金融緊縮的效果。 3️⃣市場如何解讀? 「短期難降息、利率維持高位」 是目前市場共識。由於油價波動與內部鷹派聲音，高利率環境可能延續至年底。如果未來兩個月荷姆茲海峽仍未能實質解封，9月升息的可能性將漸增。 📢兩大會後觀察： 1️⃣【股市】韓股去槓桿、半導體股乖離率調整、美伊衝突未止, 油價回落不順, 使漲多的費半、台、韓仍面臨修正壓力。然而企業獲利前景仍佳, 預期明年標普500企業獲利仍可維持雙位數成長, 半導體產業獲利增速更有望達40%，基本面仍有利科技產業中長期表現, 近期回檔反漸浮現買點。 2️⃣【利匯率】 儘管美伊衝突有所降溫, 但能源風險溢價尚未完全消退, 市場對聯準會維持高利率的預期仍在, 推動美債殖利率維持高檔震盪。匯市方面, 聯準會降息空間壓抑, 支撐短期美元偏強盤整。

國泰世華銀行 Singapore Branch is pleased to have participated in Aviation Capital Group (ACG)'s successful USD1.48 billion unsecured syndicated term loan facility, supporting one of the world's leading aircraft asset managers alongside a group of international financial institutions.   As global aviation continues its long-term growth trajectory, transactions such as these highlight the importance of strong financing partnerships in supporting the industry's evolving capital needs.   Cathay United Bank remains committed to delivering financing solutions that supports our clients' ambitions across sectors and markets. 🙌 Follow us for more updates! #CathayUnitedBank #CUBSingapore #syndicatedloans #RegionalBank 

影響力，不是某一天突然擁有。 它來自每一次勇敢接受挑戰、每一次突破自己，也來自每一次與夥伴並肩成長的累積。 今年，國泰世華銀行迎來第20屆Cathay Management Associate（CMA）與第2屆Cathay Treasury Associate（CTA）結訓典禮。以 「Impact Starts Here」為主題，見證每一位儲備幹部在兩年歷練中，逐步累積屬於自己的影響力。 典禮上，學員們打開兩年前寫給自己的時光寶盒，重新看見當時的初心；也接過象徵職涯新篇章的名片夾。從初入職場到獨當一面，這段旅程累積的不只是專業能力，更是一次次面對挑戰、跨域合作與持續成長的印記。 人力資源部副總Luke勉勵新一代儲備幹部：「在AI與國際化快速改變產業的時代，挑戰與機會仍是相輔相成，而真正的成就感，來自於持續創造影響力」。 二十年來，國泰世華持續透過儲備幹部計畫，陪伴一屆又一屆年輕人才成長。我們相信，人才培育不只是累積金融專業，更是培養面對變動的韌性、跨域合作的能力，以及勇於迎接挑戰的態度。每一次學習、每一次實踐，都將成為未來影響團隊、影響組織的力量。 Impact Starts Here. 當你願意跨出第一步，每一次挑戰，都將成為未來影響力的起點。 如果你也期待在充滿挑戰、學習與成長的環境中發揮影響力，歡迎追蹤國泰世華，認識更多關於人才培育、職涯發展與企業文化的故事。 #CMA #CTA #儲備幹部 #看得見的成就 #CheerForYou #BetterTogether

Navigating Market Uncertainty: Insights from CUB Private Banking Hyde Sun, CFA Section Head of Investment Consultant, Private Banking at 國泰世華銀行 Hong Kong Branch, recently spoke with Asian Private Banker about CUB's offshore private banking strategy and how the Bank is expanding its product offerings to help clients navigate an increasingly uncertain market environment. ▌Key takeaways from the interview include: ╴In 2H 2026, CUB is expanding its offshore private banking platform with a greater focus on closed-end funds, targeting high-net-worth investors willing to accept longer lock-up periods in exchange for illiquidity premiums and reduced exposure to public market volatility. ╴CUB evaluates closed-end funds using: Net Internal Rate of Return (IRR), Net Distribution to Paid-In Capital (DPI) and Cash-on-cash returns. Among these metrics, DPI is particularly important because private banking clients value receiving distributions and cash flow from their investments. ╴Rapid AI adoption and continued data center expansion are driving demand for energy infrastructure. CUB added a renewable-energy-focused private infrastructure fund in 2025, providing clients with diversification benefits and exposure to structural growth opportunities ╴CUB has explored fixed income strategies that can generate attractive income while reducing interest-rate sensitivity, including Asset-Backed Securities (ABS) and Insurance-Linked Securities (ILS). ╴CUB remains open to adding new hedge fund strategies to its platform, while emphasizing the importance of investor education and ensuring clients fully understand these solutions before investing. ╴Rather than operating as a "fund supermarket," CUB prioritizes quality over quantity, focusing on a curated selection of high-quality funds. At Cathay United Bank, we remain committed to delivering tailored private banking investment solutions that align with our clients' evolving investment objectives. As markets continue to change, we strive to help clients identify opportunities, manage risks, and achieve their long-term financial goals. Read the full article: https://lnkd.in/g2-TgrSz #CathayUnitedBank #CUBHK #PrivateBanking #WealthManagement #PrivateMarkets #InvestmentInsights 

💕 Communities thrive when we come together. 國泰世華銀行 Singapore Branch is proud to have participated in The Association of Banks in Singapore ( #ABS) Community Giveback Programme, joining the banking community in this year's "Many Banks, One Heart for the Community" campaign to support beneficiaries across Singapore. Our employee volunteers came together to purchase groceries based on the beneficiaries' needs and personally deliver them to their homes – small acts of service that made a meaningful difference. We are especially honoured to be the sole Taiwanese bank in Singapore participating in this initiative, standing alongside our industry peers in giving back to the communities we serve. This reflects our belief that banking is more than just providing financial services – it's about creating positive impact through compassion, collaboration and community. We believe every step makes a big difference. 🙌 Follow us for more updates! #CathayUnitedBank #CUBSingapore #TheAssociationofBanksinSingapore #CSR #GivingBack #BetterTogether

Recap: #CUBHK's Staff Engagement and Wellness Activities in the First Half of 2026 At 國泰世華銀行, our people are at the heart of everything we do. We are committed to fostering a positive and inclusive workplace where colleagues can thrive, build meaningful connection, and grow together. During the first half of 2026, Cathay United Bank Hong Kong Branch organized a series of staff engagement and wellness activities aimed at strengthening teamwork, promoting employee well-being, and reinforce our People-First culture. 🏹 Archery Activity Participants had the opportunity to learn fundamental archery techniques while enjoying friendly individual and team competitions 🤸Office Stretching Session Participants learned effective stretching exercises and posture adjustment techniques designed to relieve tension in the neck, shoulders, and spine. The session helped reduce muscle fatigue while improving mobility, comfort, and overall workplace well-being 💡 Health Talk An experienced physiotherapist was invited to share practical tips on preventing and managing neck and back pain. Colleagues gained valuable insights into the challenges associated with prolonged desk work and learned simple yet effective ways to enhance their daily well-being We look forward to creating more memorable experiences that bring our people together and strengthen the bonds within our workplace. As we move into the second half of 2026, we will continue to cultivate a dynamic and supportive workplace while contributing to our long-term vision of One Team, One Bank. #CathayUnitedBank #StaffEngagement #HealthandWellness #OfficeStretching #HealthTalks #CareForYou

【✨洞察新興市場脈動｜國泰世華×摩根士丹利投資管理】 面對市場雜訊與波動交錯的環境，投資判斷往往回到一個關鍵問題： 哪些風險，正在悄悄轉化為機會？ 國泰世華銀行攜手摩根士丹利投資管理，邀請摩根士丹利投資管理新興市場債券投資團隊共同主管布萊德・高德瑞 (Brad Godfrey)，從第一線研究視角，帶台灣投資人重新檢視新興市場債的投資價值。 🔍 快速掌握對談重點： 1️⃣ 新興市場債在投資組合中的角色與配置思考 2️⃣ 影響新興市場債表現的主要觀察指標 3️⃣ 市場波動情境下的投資評估與風險辨識 當市場情緒來回擺盪，回到基本面與政策方向，往往更能看清長期價值。立即觀看完整對談，深入理解新興市場債的投資邏輯👉https://lnkd.in/gZEcnXtq #國泰世華 #摩根士丹利 #MorganStanley #新興市場債 #債券投資 #全球投資觀點 #投資趨勢 #資產配置 #夠穩健才能靈活前進 ⚠️投資一定有風險，基金投資有賺有賠，申購前應詳閱公開說明書。

A meaningful internship offers more than just work experience—it’s a journey of self-discovery and career exploration.   The second International Talent Internship Program at Cathay United Bank has come to a close. Through the reflections of four interns from diverse backgrounds, we were reminded of how a meaningful internship can help young talent take the first step from campus to the professional world.   For Bao Anh Pham (Jenny) from Vietnam, joining the Corporate Credit Risk Management Dept. reshaped her perspective on banking. Beyond financial analysis, she discovered how finance can help businesses navigate long-term challenges such as sustainability and climate risk, sparking her growing interest in sustainable finance.   Meanwhile, Minh Thy Pham gained hands-on experience in Global Transaction Service Dept., working with regional teams across Vietnam, Singapore, and Hong Kong. The experience broadened her understanding of cross-market collaboration and gave her greater clarity about her future career path.   Although they worked in different teams, both interns shared one common takeaway: the importance of support.   From guidance by their managers to knowledge sharing with teammates and open discussions, they grew more confident, more curious, and more certain about where they want to go next.   At Cathay United Bank, talent development is about more than offering internships. It's about creating an environment where people feel supported, encouraged to learn, and empowered to grow together.   If you're passionate about developing future talent and global careers, follow us and discover more stories of growth and collaboration.   #InternationalTalent #Internship #CheerForYou #BetterTogether

🚀 Leading the Next Chapter of Syndicated Finance in Vietnam 國泰世華銀行 is proud to celebrate another significant achievement as our Ho Chi Minh City Branch was named Syndicated Loan of the Year – Vietnam at the Asian Banking & Finance Corporate & Investment Banking Awards 2026. The award recognizes #CUBHCM's role as MLABU in arranging Vietnam's largest syndicated loan facility to date—a landmark US$1.56 billion Green Loan Facility for Vietnam Prosperity Joint Stock Commercial Bank (VPBank). This transaction not only established a new benchmark for Vietnam's syndicated loan market but also demonstrated our ability to structure, coordinate, and successfully execute complex cross-border financings that support sustainable growth. The achievement further reflects the strength of our syndication platform, deep client relationships, and strong distribution capabilities. In 2025, CUBHCM ranked No. 1 among all-currency syndicated loan bookrunners in Vietnam, participating in more than half of the syndicated loan transactions in the market. We are honored to support our clients' growth ambitions and remain committed to advancing sustainable finance solutions across the region. Read the full article > https://lnkd.in/gr9wKbDE 🙌 Follow us for more updates! #CathayUnitedBank #CUBHCM #SyndicatedLoan #SustainableFinance #GreenFinance #Vietnam #CorporateBanking #ABFAwards #APAC

國泰世華銀行 is pleased to be featured as part of the July-August 2026 issue of SilverKris, the inflight magazine of 新航, in collaboration with Ink - we are travel media, bringing our brand to travelers across Asia and beyond. In this issue, read about the unique energy and charm of Taipei's Zhongzheng district.👉 https://lnkd.in/gGir3-gg Keep an eye out for us on your next journey. 🙌 Follow us for more updates! #CathayUnitedBank #RegionalBank #SingaporeAirlines #SilverKris #INKPublishing