Market Review (August 2025) The MSCI Asia Pacific Ex-Japan Index (+1.4%) lagged the MSCI World Index (+2.5%) despite an exceptionally strong showing from regional corporates. China (+10.3%) staged a spectacular […]

Indonesia has entered a period of political and economic adjustment. On 8 September 2025, President Prabowo removed Sri Mulyani Indrawati as Finance Minister and appointed Purbaya Yudhi Sadewa, previously head […]

Since U.S. President Donald Trump’s return to office in 2025, tariffs have been re-imposed as a central economic tool. By end-August, the U.S. had already collected about $183 billion in […]

Recently, Warren Buffett’s Berkshire Hathaway Inc raised its stakes in Mitsubishi Corp and Mitsui & Co, according to company filings, prompting a sharp rally in trading house shares. Berkshire increased […]

Where the talks stand now? A mid-August leader-level meeting between the United States and Russia catalyzed a push for a framework that pairs a monitored freeze of the front line […]

Market Review (July 2025) The MSCI Asia Pacific Ex-Japan Index (+1.9%) continued its lead over the MSCI World Index (+1.2%) for the second consecutive month as US tariff negotiations gained […]

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 upstream sectors like coal […]

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 exports rebounded […]