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 […]
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 oil […]
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 […]
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, as […]
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 […]
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) initiatives. […]
