Finance Knuggets

Mar 17, 2026 Email 1 Summary: – Subject: Bridge Builder Pitch in Philippines UN Security Council Bid – Content: The Philippines, led by President Ferdinand Marcos Jr., is pitching for a seat on the United Nations Security Council amid ongoing ASEAN chairmanship and complex geopolitical tensions. The pitch highlights regional

Continue readingFinance Knuggets

Finance Knuggets

Mar 16, 2026 I recently came across some important updates about the current financial and geopolitical landscape. The ongoing conflict involving Iran remains a significant source of uncertainty. Iran is reportedly as psychologically determined as Ukraine has been in defending its territory, especially following severe escalations such as the assassination

Continue readingFinance Knuggets

Finance Knuggets

Mar 15, 2026 I just heard that despite the ongoing geopolitical tensions and disruptions in the Middle East, oil prices have remained surprisingly steady compared to previous crises. Even though exports from major Gulf producers like Iran, Iraq, Kuwait, Saudi Arabia, Qatar, and the UAE—countries that once supplied about 20%

Continue readingFinance Knuggets

Finance Knuggets

Mar 14, 2026 Email 1: Subject: Podcast: Disruption Clouds Southeast Asia Geoeconomic Agendas Content: – Discussion on future major power deals and regional geoeconomic challenges to 2027 and beyond. – Former international trade lawyer Edmund Sim explains the transition in US trade policy, including the Supreme Court’s recent IEEPA ruling

Continue readingFinance Knuggets

Finance Knuggets

Mar 13, 2026 Here are summaries for the first 5 emails based on the provided text: Subject: Money Stuff: Private Credit Gets Marked Downs Summary: The email discusses how private credit assets, like loans to software companies, are valued amid market fluctuations. It illustrates the conflict between mark-to-market valuations (which

Continue readingFinance Knuggets

Finance Knuggets

Mar 10, 2026 Email 1: Subject: Iran Fallout Rocks Southeast Asia Amid Middle East Conflicts Content: – The escalating Middle East conflict, particularly following Iran strikes, has significant geopolitical and geoeconomic impact on Southeast Asia. – ASEAN countries are facing challenges in reaching consensus statements due to diverging perspectives on

Continue readingFinance Knuggets