Finance Knuggets

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

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Finance Knuggets

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

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Finance Knuggets

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

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Finance Knuggets

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

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Finance Knuggets

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

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Finance Knuggets

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

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Finance Knuggets

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

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Finance Knuggets

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.

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