Mar 25, 2025

I recently learned about the expansion of the “Squad” minilateral security network at the Raisina Dialogue 2025. This expansion includes new nuclear deals, counter cyber commands, and discussions on critical minerals pacts. The focus was on the geopolitical and geoeconomic implications of this expansion on regional and global security, with an emphasis on protecting critical maritime infrastructure in the face of growing Chinese interests in the seas.

There were discussions about enhancing interoperability with Southeast Asian partners and adopting a multidimensional approach in engaging with Myanmar. The Philippines is actively engaged in including more partner countries in the “Squad,” consisting of Manila, Australia, Japan, and the United States, to shape the minilateral agenda for 2025. These developments highlight the evolving dynamics in the region and the importance of strategic partnerships.

In another news piece, the American intellectual property system was noted for making medicines more affordable for patients through innovative research, brand competition, and lower-cost generics. The S&P 500 managed to recover with a “tradeable rally” led by lower quality, higher beta equities. The weakening dollar, lower Treasury yields, and a perceived dovish tilt from the Federal Reserve have supported the market.

U.S. stock indices are seeing a jump with benchmark Treasury yields rising, the dollar index slightly down, and oil prices recovering. Economic data includes S&P flash services and manufacturing PMIs for March. Additionally, updates on media mergers, DEI policies by federal agencies, and the bankruptcy protection filing by 23andMe are shaping the current market landscape.

Lastly, news on fundraising, acquisitions, and investment activity included Longview Infrastructure attracting investor interest, X Holdings planning a debt buyback, and various IPOs and share sales in the market. Liquidity events involving Apollo, Coinbase, and other companies were discussed, along with fundraising efforts by different firms. These developments provide insights into the financial trends and activities shaping the industry landscape.

Stay Well!