Apr 19, 2025 I recently came across news about a new book that forecasts the trajectory of the global order and its implications for Southeast Asia and the wider Indo-Pacific region. The book, “The Once And Future World Order” by scholar Amitav Acharya, highlights Southeast Asia’s historic links to the
Apr 18, 2025 As a financial expert, I recently read about the volatility in the markets, with the VIX volatility index closing above 30 for the 10th consecutive session, reminiscent of the turmoil in 2022. One strategist, Michael Kantrowitz, suggests that President Trump’s reaction function may change when the VIX
Apr 17, 2025 Today, I learned that the Asia/Oceania regions are projected to increase their market shares to 8% by 2027 in the cyber insurance sector. India has made significant strides in renewable energy, with nearly 30 GW of solar and wind power installed in the fiscal year 2025. China’s
Apr 16, 2025 Today, I learned about a husband-and-wife investing duo who are beating the competition by investing in companies that benefit from chaos. Elise Hoffmann and Christopher Niemczewski, managers of the Marshfield Concentrated Opportunity Fund, focus on companies that can thrive in tough times and have a different kind
Apr 15, 2025 Recently, the ASEAN countries have come to an agreement on new geoeconomic wins amid global tariff fears. The Malaysia Prime Minister, Anwar Ibrahim, emphasized the need to avoid “megaphone diplomacy” on the tariff issue while quietly diversifying efforts to expedite trade negotiations. Despite maintaining its geoeconomic position
Apr 14, 2025 This week, there has been a lot of discussion in the financial world about the market sell-off and its impact on various investments. One particular topic of interest is whether it’s a good time to consider buying Keppel Infrastructure Trust, which currently offers a 10% dividend yield
Apr 13, 2025 I recently learned about the announcement of the largest tariff package in modern American history by Donald Trump. The tariffs include a 10% universal baseline tariff on imports from every country except Canada and Mexico, along with additional country-specific tariffs that can go as high as 40%.
Apr 12, 2025 Recently, I came across a new book that delves into the future of the U.S. position in Southeast Asia amidst competition with China and changing domestic realities in the region. Titled “Southeast Asia Views the United States,” the book edited by Ann Marie Murphy offers insights from
Apr 11, 2025 Recently, I came across news about President Trump’s decision to reduce most tariffs to 10%, causing uncertainty in the market. UBS strategist Bhanu Baweja advised investors to sell any rallies until the impact of tariffs on growth is known. The stock market faces risks, with the S&P
Apr 10, 2025 I recently learned from the news that there have been significant developments in the financial sector. Korea has eased insurer capital rules to lessen the burden on insurers, while the Asia-Pacific region is leading the universal life market with impressive growth projections. Global renewable energy sources have