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,...
The MSCI World Index (+5.7%) pulled ahead of the MSCI Asia Pacific Ex-Japan Index (+4.8%) after three months of underperformance on the back of strong US market gains as it retraced April's tariff-fuelled...
President Trump’s “One Big Beautiful Bill” (OBBB), recently passed by the House, proposes significant shifts in U.S. energy policy and takes aim at various environmental, social, and governance (ESG)...
BYD, China’s dominant electric vehicle (EV) maker, has sparked an industry-wide price war by slashing prices across 22 models — with the entry-level Seagull priced at just RMB 55,800 (~USD 7,780). This...
