Dune Asset Management

Dune Asset Management A Multi-Strategy investment firm focused on Energy Infrastructure & Transmission, Datacentres and All-Terrain Equity investments.

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Nvidia’s earnings are no longer just a tech story; they are a market event.In a cycle increasingly defined by AI, one co...
22/05/2026

Nvidia’s earnings are no longer just a tech story; they are a market event.

In a cycle increasingly defined by AI, one company has become the clearest signal of whether the narrative is accelerating or starting to crack. Its results shape not just semiconductor sentiment, but the direction of indices, positioning, and risk appetite more broadly.

When Nvidia reports, it is not just about what the company delivers. It is about what the market believes comes next.

Read more on why one earnings release now carries outsized influence across global equities:

https://duneasset.com/2026/05/21/articles-earnings-season-redefined-by-nvidia/

Labour Day celebrates the struggles and triumphs of the people who built the economy of our island nation, from its ince...
01/05/2026

Labour Day celebrates the struggles and triumphs of the people who built the economy of our island nation, from its inception till today. Dune wishes all a restful and reflective Labour Day.

Q1 2026 called. It wants an apology from everyone who said this year would be "less eventful."Oil above $100, tariffs st...
28/04/2026

Q1 2026 called. It wants an apology from everyone who said this year would be "less eventful."

Oil above $100, tariffs struck down by the Supreme Court, and a Fed that can't decide whether to cut or hold; it's been quite the ride. Our quarter-close breakdown is live. Worth a read before Q2 throws its own curveballs.

https://tinyurl.com/444kr486

A day of humility and thanksgiving, followed by a celebration of hope, forgiveness and of spring. Dune Asset Management ...
03/04/2026

A day of humility and thanksgiving, followed by a celebration of hope, forgiveness and of spring. Dune Asset Management wishes all who celebrate an Easter Sunday spent in community and with the ones you love.

When global tensions rise, the old playbook says to sell everything. But the current landscape suggests a much more nuan...
09/03/2026

When global tensions rise, the old playbook says to sell everything. But the current landscape suggests a much more nuanced reality.

We are seeing a sharp divergence in the markets. One where disruption for one sector becomes a strategic tailwind for another. As critical trade routes face uncertainty, the gap between immediate beneficiaries and vulnerable consumer sectors is widening.

Is this a short-term thematic shift, or the beginning of a broader structural repositioning?

Read more on how today's winners are navigating the macro, and why "uniform panic" is a thing of the past. https://tinyurl.com/bde4yav6

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While the headlines fixate on the initial rate cut, the true variable for long-term asset allocation is the path that fo...
25/02/2026

While the headlines fixate on the initial rate cut, the true variable for long-term asset allocation is the path that follows and the credibility of those charting it.

Our latest piece explores the critical role of Federal Reserve leadership in shaping market expectations. We examine why the person guiding the ship is ultimately more important for your portfolio than the timing of a single policy move.

Read more here: https://tinyurl.com/4jf53nzt

The arrival of the Year of the Horse marks a time of renewal and progress. We extend our warmest wishes for health, harm...
15/02/2026

The arrival of the Year of the Horse marks a time of renewal and progress. We extend our warmest wishes for health, harmony, and continued success in the year ahead.

With that in mind, our offices will be closed from 16th to 20th February 2026 for the Lunar New Year holidays and will reopen on the 23th February 2026.

Wishing you a prosperous Lunar New Year. 🧧

Tech is cooling, but these two sectors are heating up. 🔥We’re looking beyond the "Magnificent Seven" to find the hidden ...
28/01/2026

Tech is cooling, but these two sectors are heating up. 🔥

We’re looking beyond the "Magnificent Seven" to find the hidden winners of the AI boom, and they certainly aren't software companies. From heavy electrical equipment to massive surges in grid demand, the landscape of 2026 is shifting.

Read more in our latest article:
https://tinyurl.com/2be9smfe

Last weekend’s capture of Nicolás Maduro in "Operation Absolute Resolve" has sent ripples far beyond the headlines. Whil...
08/01/2026

Last weekend’s capture of Nicolás Maduro in "Operation Absolute Resolve" has sent ripples far beyond the headlines. While many expected an immediate spike in oil prices, the reality on the ground is far more nuanced.

From the "shovels" of the energy industry to the strategic moves of U.S. majors like Chevron, the energy map of the Western Hemisphere is being redrawn in real-time.

We’ve broken down the structural shifts every investor needs to know:

✅ Why crude prices stayed steady despite the chaos.
✅ The "infrastructure play" is driving gains in oilfield services.
✅ How a new Venezuela disrupts energy ties between China and Iran.

This isn't just a news story, it's a decade-long shift in energy dominance. Read the full analysis here: https://tinyurl.com/3njzpxch

Season’s Greetings from the team at Dune Asset Management.In an evolving market landscape, we are proud of the steady pr...
25/12/2025

Season’s Greetings from the team at Dune Asset Management.

In an evolving market landscape, we are proud of the steady progress we’ve made for our investors this year. As we move into the New Year, we remain focused on our disciplined investment approach and are dedicated to delivering long-term value.

May your holidays be filled with joy, and may the coming year bring continued prosperity and growth.

Happy Holidays and a Happy New Year!

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Singapore
038989

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Tuesday 09:30 - 18:00
Wednesday 09:30 - 18:00
Thursday 09:30 - 18:00
Friday 09:30 - 18:00

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