112 articles
Kim Quan Cho
Dollar Weakness Presents Regional Market Opportunities

Dollar Weakness Presents Regional Market Opportunities

The abrupt swings in US policy combined with pressure on the Fed's independence have shaken investor trust in the dollar, which was still clearly evident in positioning. Despite a stronger-than-expected US...

The 90-Day Breather: Calm Before the Storm?

The 90-Day Breather: Calm Before the Storm?

Markets were in deep blue territory due to concerns over reciprocal tariffs, but staged a sharp relief rally after President Trump announced a 90-day pause on steep tariff hikes. Global stocks rebounded...

Reassessing DEI in the Post-Trump Era

Reassessing DEI in the Post-Trump Era

Following the reelection of President Donald Trump, major financial institutions in the U.S. have started to reassess and alter their Diversity, Equity, and Inclusion (DEI) policies. JPMorgan Chase, the...

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