Apr 21, 2025 This week, there has been significant discussion surrounding the impact of Trump’s tariffs on the financial markets, with some comparing it to the impact of COVID-19. The question on everyone’s mind is whether stocks have bottomed out, and whether it is the right time to invest in
Apr 20, 2025 I recently came across news about a Dividend Investing Masterclass that aims to educate investors on navigating market downturns and strengthening their portfolios during a recession. The course covers topics such as fundamental analysis, selecting good dividend stocks and REITs, risk management, and building a dividend portfolio.
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