May 09, 2025 I recently came across an article discussing HSBC’s concerns about the stock market’s resilience. The team at HSBC warned about the potential threat to stocks if the market shifts towards fewer rate cuts and highlighted the ongoing battle between bears and bulls amidst tariff turmoil. While some
May 08, 2025 I recently came across some fascinating news in the financial world. Various companies have secured significant funding rounds, with Agree, Alice, CNaught, Tesseral, Pulse Charter Connect, CodeAnt AI, and CryoCloud raising substantial amounts. Additionally, there have been notable acquisitions and investments, such as Astorg’s acquisition of Solabia
May 07, 2025 I recently heard that OpenAI has decided to maintain its nonprofit status and control over its for-profit entity, instead of converting to a public benefit corporation as initially planned. This decision follows discussions with civic leaders and Attorneys General of California and Delaware, aiming to simplify the
May 06, 2025 I recently came across news regarding Japan’s new commitments in Southeast Asia, announced during Prime Minister Shigeru Ishiba’s visit to the Philippines and Vietnam. This development highlighted Japan’s regional role compared to China’s recent tour in Southeast Asia, emphasizing the need to adapt to new dynamics in
May 05, 2025 I recently came across news discussing the drop in T-Bills yields to 2.38%, a significant decrease from the previous levels near 3.0%. This has sparked debates on whether T-Bills yields will continue to decrease or potentially rise back up to 3.0%. There is also discussion on whether
May 04, 2025 Recently, GLC Advisors released their Q1 2025 Software Capital Markets report, providing insights into the current capital and M&A conditions in the software market. The report highlighted a stabilization trend in valuations, with multiples showing a slight decrease year-over-year but remaining relatively steady since mid-2024. In terms
May 03, 2025 Today, I came across news about a new book called “Coercion Calculus and China South China Sea Futures” that delves into China’s coercive statecraft in the Indo-Pacific region. The book examines how Beijing’s use of coercion impacts major disputes in the East and South China Seas, emphasizing
May 02, 2025 Today, I came across news articles focusing on various aspects of the financial market. One article highlighted a masterclass on dividend investing, offering education on fundamental analysis, choosing dividend stocks, portfolio construction, and risk management. The course aims to cater to investors of all levels, with a
May 01, 2025 I recently came across news regarding the challenges faced by the reinsurance sector, with projections suggesting it could reach $68 billion in the next four years. Price controls and tendering processes in the Asia-Pacific region are posing risks to pharmaceutical firms, potentially impacting revenues and market access.
Apr 30, 2025 Today, I learned from strategist Keith Lerner that the stock market might be facing challenges ahead, with the S&P 500 potentially having limited upside but significant downside risk. Lerner expressed caution about the economic recovery in the U.S., highlighting that the recent market rebound may not be