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. […]
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 […]
Market sentiment has generally improved following the recent US-China meeting in Geneva. Developments indicate a shift in the US’s stance, with signs of a move toward de-escalation. The previously threatened […]
The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the third month in a row, as US and European markets were still stumbling […]
The abrupt swings in US policy combined with pressure on the Fed’s independence have shaken investor trust in the dollar, which was still clearly evident in positioning. Despite a stronger-than-expected […]
In the first quarter of 2025, investors withdrew a record $8.6 billion from sustainable funds, signaling that the backlash against ESG (environmental, social, and governance) investing — once primarily a […]
