Finance Knuggets

Mar 08, 2025 Recently, there has been a focus on China’s soft power trajectory in Southeast Asia, especially considering the perceived gap left by the U.S. assistance freeze and policy uncertainty. A new book titled “Rising China’s Soft Power in Southeast Asia,” edited by Leo Suryadinata, delves into China’s efforts

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Finance Knuggets

Mar 07, 2025 I recently came across news indicating that the U.S. economy is at risk of stagflation due to recent policy decisions. The strong economy inherited by the new administration is facing the threat of increased inflation and slower real growth, which could negatively impact consumers and investors. The

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Finance Knuggets

Mar 05, 2025 I recently came across an analysis suggesting European countries transfer Russia’s frozen foreign exchange reserves to Ukraine to bolster its defense against Russian aggression. The proposal aims to provide Ukraine with immediate financial support by utilizing Russia’s inaccessible reserves. This move could potentially alter the diplomatic and

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Finance Knuggets

Mar 04, 2025 I recently came across news about the ASEAN discussing underwater domain risks at the 2025 ADMM Retreat, emphasizing the importance of underwater domain awareness for regional security. The meeting also covered topics such as the South China Sea code of conduct and regional digital agreements, highlighting the

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Finance Knuggets

Mar 01, 2025 I recently learned about discussions among money managers regarding investing $100,000 in the current market landscape. Some advisors are considering less volatile sectors like international markets, small- and mid-cap stocks, Treasuries, and private credit due to concerns about high valuations for AI and mega-cap tech stocks. Interestingly,

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Finance Knuggets

Feb 27, 2025 Today, I came across news regarding various financial updates. In one email, bond traders are cautious about Elon Musk’s DOGE cuts, with Wall Street investors showing skepticism towards their potential benefits. The email also discussed Trump’s policy impact on markets, the potential devaluation of the US dollar,

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Finance Knuggets

Feb 26, 2025 I recently came across news surrounding the stock valuation of Costco, as discussed by fund manager Christopher Bloomstran. He expressed concerns about the stock being overvalued, with a high P/E ratio of 56.9 for a company with a 2.9% profit margin. Bloomstran compared Costco’s valuation to other

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Finance Knuggets

Feb 25, 2025 I recently learned about a trilateral meeting in Southeast Asia involving Cambodia, Laos, and Vietnam, where they discussed enhancing collaboration in the region. This meeting marked a shift in minilateral interactions in mainland Southeast Asia, focusing on adapting to changing dynamics in the area. The discussions emphasized

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