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
Apr 09, 2025 I recently came across a prediction from strategist Yves Lamoureux, who believes the Dow Jones Industrial Average could reach 50,000 by 2027, with a gradual rise and potential challenges from rising Treasury rates. He also sees oil prices potentially hitting $200 per barrel in the future, making
Apr 05, 2025 I recently learned from financial experts about the slashing of S&P 500 targets by analysts due to concerns beyond tariffs. Capital Economics reduced its forecast for 2025 from 7,000 to 5,500, citing faltering AI trade. Other analysts like UBS and RBC also trimmed their expected targets. The
Apr 04, 2025 Today, President Donald Trump announced his plan to impose reciprocal tariffs on US trading partners worldwide, with a minimum 10% tariff on all exporters to the US. Countries with the largest trade imbalances, such as China and Vietnam, will face even higher rates. This move is seen
Apr 03, 2025 I recently read that there are significant changes and developments happening in various sectors across different countries. Vietnam’s life insurance sector is expected to contract in 2025, following previous contractions in 2023 and 2024. In Japan, a 10-year fund is set to boost the pharmaceutical landscape due
Apr 02, 2025 I recently learned about the challenges in the market, with the S&P 500 having its worst three-month period since late 2022. Despite this, there is optimism from TheDowTheory.com editor Manuel Blay, who predicts a final rally for stocks before a potential downturn. Blay points to an inverted
Apr 01, 2025 I recently came across news regarding the ASEAN Wonk BulletBrief focusing on the evolving BRICS-Southeast Asia links and their wider implications. Indonesia’s interest in joining the New Development Bank (NDB) was highlighted during a meeting between NDB president Dilma Rousseff and Indonesia President Prabowo Subianto. The news
Mar 29, 2025 I recently listened to a podcast discussing Cambodia’s foreign policy outlook, led by former diplomat Ambassador Pou Sothirak. The conversation covered various topics such as naval base fears, China risks, border disputes, leadership dynamics, and diversification efforts. Ambassador Sothirak emphasized the importance of Cambodia’s engagement with major