Dec 25, 2025 Email 1 Summary – Podcast on 2026 US-China Geoeconomic Dynamics: The ASEAN Wonk Podcast features Matthew Goodman discussing US-China relations and geoeconomic developments expected in 2026. Key topics include US tariff policies, evolving trade agreements with countries like Malaysia and Cambodia, and US-China dealmaking. The podcast highlights
Dec 24, 2025 Email Summary 1: Subject: Need to Know: Here’s why gold looks unstoppable for 2026, says this bullish forecaster. Summary: Yardeni Research predicts gold prices will continue to rise dramatically through 2026, expecting gold to reach $6,000 by the end of 2026 and $10,000 by 2029. The forecast
Dec 23, 2025 Email from ASEAN Wonk (Subject: What’s Next After Global Anti-Scam Conference in Thailand?) Summary: This newsletter discusses the outcomes and significance of the global anti-scam partnership conference held in Thailand, highlighting challenges such as Cambodia-Thailand border tensions and the ongoing regional political transitions. It covers various geopolitical
Dec 22, 2025 I recently heard that Singapore’s property market outlook for 2026 is expected to experience what’s called a “soft landing.” Despite a significant pipeline of new housing supply putting some pressure on prices, this is being offset to some extent by lower mortgage benchmarks. As a result, price
Dec 20, 2025 Subject: Southeast Asia in 2026: Geopolitics and Geoeconomics Outlooks Sender: aseanwonk@substack.com Dear Readers, ASEAN Wonk launches its 2026 “FuturePoints,” assessing five critical geopolitical and geoeconomic developments affecting Southeast Asia and the Indo-Pacific. Key highlights include: Next Upgrade Phase Beyond US-China “G2 Flux” Southeast Asia powers adjust beyond
Dec 19, 2025 Email 1: Dividend Investing Masterclass – Holiday Promotion Subject: FINAL CALL! Dividend Investing Masterclass – Holiday Promo! Summary: – Comprehensive Dividend Investing Masterclass with over 20 hours of video content and supplementary materials. – Covers fundamental analysis, REITs, technical analysis, case studies, risk management, portfolio building, and
Dec 18, 2025 Email 1: Andrew Lokenauth and Joseph Politano posted new notes – Andrew Lokenauth comments on trades and inheritance strategies. – Joseph Politano highlights ongoing impacts of Trump’s tariffs. – Links to additional notes available via the Substack app. Email 2: Insurance and Finance Hiring Surge; Global M&A
Dec 17, 2025 Email 1: Subject: Five Reasons to Join the Asia-Pacific Broadcasting+ Awards 2026 Sender: abr@cmgawards.com Content: – Nominate your achievements and innovative projects in broadcasting. – Recognize and celebrate excellence and innovation in the Asia-Pacific broadcasting industry. – Showcase your projects to gain industry recognition. – Key dates:
Dec 16, 2025 Email 1 Summary: – Focuses on the recent U.S.-ASEAN Maritime Exercise and its geopolitical significance for Southeast Asia. – Highlights evolving U.S. defense policy in the region amid growing strategic challenges like China’s activities near U.S. military facilities. – Covers related regional developments such as airstrike condemnations,
Dec 15, 2025 I recently heard about some notable developments in the pharmaceutical sector, especially around the GLP-1 industry, which is gaining momentum due to its role in weight loss treatments. The market is currently led by Novo Nordisk and Eli Lilly. While Eli Lilly’s stock has been relatively stable