Jun 11, 2025 Recently, fund manager Gary Black made headlines for selling his remaining Tesla shares due to concerns over valuation and the company’s direction under CEO Elon Musk. Black has shifted his focus to big tech bargains such as Nvidia, Meta, Amazon, and DoorDash, which he believes offer better
Jun 10, 2025 I recently read about the ASEAN-China-GCC Summit, where new trilateral initiatives were discussed to strengthen cooperation between ASEAN, China, and the Gulf countries. The summit addressed concerns such as decoupling fears, cyber laws, the first artificial intelligence bill, a shift in the crypto market, and upcoming trade
Jun 08, 2025 The latest data on the job market, inflation, and business sentiment indicate that current interest rates are appropriate for the economic conditions. Despite efforts to discourage business investment and hiring, the U.S. economy continues to perform well. Business sentiment indicators have shown improvement, suggesting a potential cyclical
Jun 07, 2025 I recently learned about a new book called “GeoTechnoGraphy” that delves into the risks associated with technology, geography, and society colliding in Southeast Asia and the Indo-Pacific region in the digital age. The book raises concerns about techno-optimism and highlights the need for addressing challenges brought about
Jun 06, 2025 In recent news, there has been discussion about the credibility of the 2025Q1 GDP decline, with concerns raised about potential undercounting of inventory accumulation and data center investment. The notable slowdown in the US economy, coupled with a decline in corporate profits due to the “capital consumption
Jun 05, 2025 Innovative broadcasting companies in the Asia-Pacific region were recently honored at the Asia-Pacific Broadcasting+ Awards 2025, showcasing remarkable advancements in broadcasting technology. Additionally, the Singapore life insurance industry saw a growth of 10.9% in Q1 2025 premiums, driven by an increase in annual premium policies. The world’s
Jun 04, 2025 I recently learned that Evercore strategists are optimistic about smaller stocks outperforming in June. They believe that small-cap stocks have the potential to shine in June, with historical seasonality and attractive multiples relative to large-cap stocks driving this trend. Despite some caution from other Wall Street banks,
Jun 03, 2025 I recently learned about the US unveiling a new defense vision at the Shangri-La Dialogue 2025. Discussions included border clash fallout, a new artificial intelligence body, digital sanctions, and approval of a big tech plan. The dialogue also focused on a mining project and other significant defense
Jun 02, 2025 I recently came across an article discussing the decrease in T-Bills yields, which have dropped to 2.20% from around 3.0% in recent months. There were speculations on whether the yields will continue to decline or if they will bounce back up to 3.0%. The comparison between fixed
May 31, 2025 Today, I learned about a new book that delves into Russia’s engagement with Southeast Asia and its implications for the Kremlin’s pivot to Asia under Vladimir Putin. The book explores historical legacies, global power attributes, and future relations with Southeast Asia, covering various areas like nuclear power