Oct 07, 2025 I recently came across news about Thailand’s government unveiling a new foreign policy strategy to address geopolitical challenges and uncertainties in domestic politics. This strategy is crucial in navigating the evolving landscape of mainland Southeast Asia and the broader subregion. Policymakers are focusing on securing favorable tariff
Oct 06, 2025 I recently learned that the latest T-Bills yield only 1.44%, making them less attractive as an investment option due to locked funds until maturity. This has led to a resurgence in interest in fixed deposits, with some offering a 1.60% yield in Singapore. Additionally, there is a
Oct 04, 2025 Recently, I came across news about the growing concerns surrounding the AI bubble and its potential impact on the economy. Research indicates that the AI bubble is expanding rapidly and is significantly larger than the dot-com bubble. The substantial investments in AI-focused startups, data centers, and power
Oct 03, 2025 Recently, Morgan Stanley has raised concerns about cracks forming in the AI capex boom, particularly in small-cap stocks that may be overvalued. Chief Investment Officer Lisa Shalett emphasizes the importance of monitoring free cash flow growth in relation to AI technology investment, as the rapid increase in
Oct 02, 2025 Recently, I came across news highlighting the Asian Experience Awards 2025, recognizing exceptional brand experiences provided by companies. The spotlight was on Asian shipbuilding companies, posing stiff competition to Western counterparts as some nations focus on shipbuilding for economic growth. In 2024, a rise in spot container
Oct 01, 2025 Today I came across an interesting article discussing the risks associated with AI acceleration rather than focusing on the possibility of a bubble. The article highlighted the work of AI researcher Julian Schrittwieser, who predicts “exponential” technology gains by 2026. Schrittwieser emphasizes the importance of recognizing the
Sep 30, 2025 I recently learned about the controversial debut of Indonesia President Prabowo Subianto at the United Nations, where he urged the audience to reject a line from Thucydides’s History of the Peloponnesian War. This event marked a week of active diplomacy with wider regional and global implications, coinciding
Sep 29, 2025 I have been hearing a lot about the potential of investing in private credit in Singapore, with the possibility of earning dividend yields ranging from 8-12%. However, it has been emphasized that risk management is crucial in this type of investment. Simply looking at the yield alone
Sep 27, 2025 I recently learned that state jobs data has been released, showing a continued slowdown in growth, with three states plus DC now losing jobs. Additionally, Trump signed an executive order increasing the H-1B Visa fee from $1,000 to $100,000 per year per employee, aiming to make it
Sep 26, 2025 Today, I heard from a portfolio manager, John Tinsman, who shared insights on investing in big tech companies with low marginal costs for long-term success. Companies like Microsoft and Visa were highlighted for their minimal production costs and high profit margins, allowing for rapid innovation and growth