Dec 02, 2025 Email 1: Subject: Taiwan Caution Amid Coming Thailand Foreign Policy Signposts Summary: Thailand is clarifying its stance on the recent China-Japan dispute over Taiwan amidst important upcoming foreign policy engagements. The country’s foreign minister is active in navigating shifting US-China relations, addressing issues such as scam networks
Dec 01, 2025 I recently heard that yields on traditionally low-risk investments such as Treasury Bills and Singapore Savings Bonds have fallen sharply in Singapore. Treasury Bills now yield around 1.39%, while Singapore Savings Bonds offer about 1.35% in the first year and 1.85% over a decade. This is a
Nov 29, 2025 I recently heard that as the U.S. midterm elections approach in 2026, historical trends over the past century indicate that financial markets often face significant volatility in the year to year-and-a-half leading up to these elections. Specifically, the S&P 500 tends to experience notable pullbacks, sometimes exceeding
Nov 28, 2025 I recently heard about China’s ambitious engineering drive and how it’s becoming a major factor in the competition between the U.S. and China, especially across the Indo-Pacific region. There’s a new book called Breakneck: China’s Quest to Engineer the Future that explores the origins of China’s modernization
Nov 27, 2025 Email 1 Summary: The Asian Business Review discusses key topics including the maritime industry’s urgent need for investment to achieve net-zero goals, health insurance gaps for Indians with disabilities, and growing markets for blood glucose monitoring and solar PV/inverters in APAC. Highlights include Hong Kong’s leading role
Nov 26, 2025 Email 1: Early Nvidia Enthusiast’s AI Stock Picks Tony Wang from T. Rowe Price, who was an early Nvidia investor back in 2017-18, remains bullish on Nvidia and other big tech AI plays despite recent stock pullbacks. He focuses on identifying companies in the 20-30% segment of
Nov 25, 2025 Email Summaries: Subject: New Dialogues, Expansion Headline Pacific Pact CPTPP Talks Summary: This newsletter covers recent developments in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), highlighting new regional dialogues forged with ASEAN and the European Union. The discussions focus on expanding geopolitical and geoeconomic cooperation
Nov 24, 2025 I recently heard that Singapore Airlines has reported a significant decline in its half-year profits, with earnings dropping by 68%. This sharp decrease caught many by surprise, especially since ticket prices for the airline are still perceived to be relatively high. Despite this profit slump, the company
Nov 21, 2025 Subject: Sneaker Derivatives, BDCs, NAV Loans, and Crypto Treasury Insights Hello, Here are some key highlights and detailed insights from the latest financial developments and innovations: Sneaker Derivatives and Event Contracts: Futures contracts traditionally allow locking in the price of commodities like wheat. Now, platforms like Kalshi
Nov 20, 2025 Email from Matthew C. Klein (Subject: The “Sell America Trade”, QT, and Foreign Banks) Foreign-related institutions have shed approximately $400 billion in dollar deposits at the Federal Reserve since July, reducing their overall U.S. exposure. This reflects a shift with implications for the U.S. balance of payments.