In The Breakfast Brief, we take a look at the outlook of some companies such as PepsiCo, ServiceNow and Microsoft. The dollar index strengthens but several Wall Street strategists have warned that this strength in the U.S. currency could spell trouble for corporate earnings ahead. Singapore's Temasek holdings replaced China as the top investment destination in its last financial year, when the value of its net portfolio rose above $400 billion for the first time.