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 […]

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 […]

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 healthcare, friction […]

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 […]