Malaysia’s 13th Malaysia Plan (13MP) for 2026–2030 signals a major redirection in how the country plans its development. Framed around the theme “Melakar Semula Pembangunan” (Redesigning Development), it...
In July 2025, China launched a sweeping “anti-involution” campaign (反内卷) to combat destructive price wars and industry-wide excess capacity. Unlike the 2015 supply-side reforms—which targeted SOE-dominated...
Malaysia’s CCS Drive Advances National Energy Roadmap Malaysia’s goal of net-zero emissions by 2050 has put carbon capture and storage (CCS) at the forefront of its decarbonisation strategy. National...
Understanding Private Mandates and Why Performance May Vary from Model Portfolios Investing through a private mandate can be an excellent way to tailor your portfolio to your financial goals, risk...
Market Review In June, the MSCI Asia Pacific Ex-Japan Index (+5.3% month-on-month (m-o-m)) outperformed the MSCI World Index (+4.2%m-o-m), owed largely to South Korea’s (+13.9%) exceptionalism as its...
Following a three-month pause, the U.S. has revived its tariff offensive. On July 7, President Donald Trump announced a fresh wave of proposed tariffs targeting 14 countries, followed by an additional 7...
While much of the world’s attention has focused on US–China rivalry, another important relationship is quietly shifting the global order: EU–China tensions. From clean technology to agriculture and...
Following our earlier piece “China’s EV Giant BYD Risks Becoming ‘Too Big to Fail’ — Echoes of Evergrande?”, we continue our analysis of China’s electric vehicle (EV) industry, which remains in rapid...
Since 13 June 2025, Israel has launched military operations against Iran aimed at halting its alleged nuclear breakout. Thus far, Iran’s oil production and export infrastructure remains largely untouched,...
