Dec 13, 2025

Subject: Review: Asia Geopolitics Futures and India’s Strategic Role

Sender: aseanwonk@substack.com

Content:

– A new book, India and the Rebalancing of Asia by C. Raja Mohan, forecasts scenarios regarding Indo-Pacific geopolitical and geoeconomic futures and India’s evolving strategic role.

– The U.S. National Security Strategy highlights the importance of cooperation with regional nations including India and Japan regarding security concerns such as the South China Sea.

– The book discusses the invention of Indo-Pacific geography to position India centrally in Asian geopolitics amidst a rapidly changing political and economic environment.

– Key future datapoints and strategic pillars are detailed in the book, aimed at helping stakeholders understand potential regional futures.

– Full access to ASEAN Wonk posts and detailed book analysis is available through paid subscription.

Subject: Everything you need to know about Dividends! Dividend Investing Masterclass – Holiday Promo!

Sender: admin@financialhorse.com

Content:

– Introduction to a comprehensive Dividend Investing Masterclass tailored to investors in Singapore at all life stages.

– Topics covered include fundamental analysis, operational metrics, red flags, case studies, portfolio construction, risk management, commodities, foreign dividend plays, fixed income, macro investing, and technical trading strategies.

– The Masterclass features over 20 hours of video content, with supplementary material and lifetime access including future updates.

– A holiday promo offers a 40% discount using promo code “flashsale” along with 3 months access to FH Premium market content.

– The course aims to empower investors to build confident dividend portfolios and approach dividend investing for life.

Subject: Need to Know: These Earthly stocks could benefit from the race for AI in space

Sender: reports@marketwatchmail.com

Content:

– Jeff Bezos and Elon Musk are exploring orbital AI data centers to support Earth’s AI needs, potentially rebooting the AI investment narrative with space as a frontier.

– A major constraint for AI growth is power availability; space-based data centers could harness continuous solar energy.

– Three investment phases: current Earth observation and inference, near-future AI satellites renting compute capacity, and long-term orbital solar power beaming.

– Key companies positioned for the space infrastructure buildout include Redwire, Rocket Lab, L3Harris, RTX, Northrop Grumman, and Lockheed Martin.

– Radiation-tolerant compute chips are needed, with Microchip Technology highlighted as a play.

– On Earth, grid technology firms such as Eaton, Hubbell, Quanta, and Vertiv may benefit from AI-related infrastructure expansion.

– AI remains mostly terrestrial for now; ETFs for this theme are not yet launched but under consideration.

Subject: Axios Pro Rata: Congressional capitals

Sender: dan@axios.com

Content:

– The House passed the INVEST Act 302-123, aiming to increase capital formation in private markets with provisions like raising fund investment limits and accreditation testing.

– The INVEST Act contains 22 pieces of legislation including the DEAL Act, HALO Act, and ICAN Act designed to support venture capital flexibility and startup fundraising.

– Mixed political support: broad bipartisan committee backing, but some House Democrats oppose due to unrelated provisions; Senate vote anticipated.

– President Trump signed an executive order for federal preemption over state AI laws to unify regulatory frameworks for AI innovation.

– Venture capital deals summary: notable Series A and B funding rounds in biotech, IT services, ERP software, synthetic voice/video platforms, and more.

– IPO update: Significant recent IPOs including Wealthfront’s $485 million raise and upcoming large listings such as Medline’s $5 billion offering.

– Private equity and M&A activities highlighted with multi-billion dollar deals and key acquisitions in various sectors.

Subject: Money Stuff: The Podcast: Best and Finals

Sender: noreply@news.bloomberg.com

Content:

– This week’s episode of Money Stuff: The Podcast discusses a variety of topics including:

* Warner Bros. bidding war

* Negotiating strategies

* Corporate acquisitions and family business purchases

* Breakup fees in deals

* Trillion-dollar IPOs

* Orbiting data centers and tech capex

* Rocket explosion securities fraud lawsuits

* Alternative consumer lending and private credit regulation

– Available on Apple, Spotify, and other podcast platforms.

– Feedback invitation via email: moneypod@bloomberg.net

Stay Well!