May 30, 2025 I recently read about the positive outlook on the tech sector, particularly highlighted by Nvidia’s strong earnings report. Analysts are optimistic about the continued growth potential in the AI sector, with Nvidia being seen as a bellwether for this important theme in the stock market. The company’s
May 29, 2025 In today’s news, I learned about the positive performance of the Philippines’ insurance market in Q1 of 2025, with expectations for continued growth. The Unified Payments Interface in India played a significant role in insurance payments, particularly in investment-cum-insurance products. Additionally, Asia’s industrial giants are making a
May 28, 2025 I recently learned from the news that Peter Orszag, former budget director for President Obama, expressed concerns about the U.S. debt situation, citing the high level of fiscal risks and increasing budget deficits. He recommended solutions like extending maturities on Treasury debt and focusing on higher economic
May 27, 2025 In the latest news, the ASEAN Maritime Security Dialogue in the Philippines has been making headlines. Key officials from major Southeast Asian capitals gathered to address ongoing maritime challenges, particularly focusing on the South China Sea dynamics. Discussions highlighted the need to find solutions to maritime issues
May 26, 2025 Recently, UOB announced a decrease in interest rates for their UOB One account, dropping to 3.3% on $150,000 from 4.0%. At the same time, the latest 6-month T-Bills yields have fallen to 2.20%. With interest rates declining and global stock markets experiencing volatility, there is a discussion
May 25, 2025 I recently learned that long-end interest rates are on the rise after a period of being unusually low compared to short-end rates. Even Japan’s market movements seem less alarming when considering the underlying fundamentals. This shift is making it more costly for governments to secure fixed interest
May 24, 2025 I recently came across an interesting piece of news about a hedge-fund manager named Rob Citrone who believes that the U.S. economy will experience a boom in 2026. Citrone, who has made impressive gains in his fund over the last two years, shared his insights on the
May 23, 2025 I recently came across news about investor Christopher Tsai, who focuses on investment opportunities despite market volatility. He follows advice from Charlie Munger and stresses understanding business value when making decisions. Tsai’s portfolio returned 23% last year and is flat this year, with top holdings in Tesla,
May 22, 2025 I recently learned about the positive growth projections for the Vietnam general insurance market, with a 7% annual growth expected through 2029. In India, a survey revealed that 9 in 10 policyholders are interested in auto-replenish features for health insurance, despite 32% being unaware of plan details.
May 21, 2025 Today, I learned that Morgan Stanley is warning investors about three major disconnects in the stock market. The chief investment officer at Morgan Stanley Wealth Management, Lisa Shalett, pointed out concerns about rising U.S. Treasury yields, a weakening dollar, and the outperformance of gold compared to U.S.