Showing 1 - 10 of 207
'Phoney trade war' may be ending
News, Published on 18/10/2025
» After a period of relative calm through the Northern summer, businesses are bracing for a nervier winter, a return of trade and economic uncertainty, and higher financial market volatility to boot.
P-Move petition seeks land rights for poor
News, Post Reporters, Published on 07/10/2025
» The People's Movement for a Just Society (P-Move) on Monday submitted a petition to the government, urging swift action to resolve long-standing land-use disputes and accelerate the communal land deed policy.
Economy will pop with AI bubble
News, Published on 07/10/2025
» The old truism that the stock market is not the economy risks underplaying how much today's powerful investment trends could impact the prosperity and lives of the whole country.
Commodities nearing super cycle
News, Published on 22/09/2025
» Commodities have had a rough decade, but a confluence of structural factors suggests that after years of underinvestment, the stage may be set for the next super cycle.
Dollar haven status may always have been a mirage
News, Published on 10/09/2025
» The dollar's sharp drop in April during a burst of tariff-related financial stress called into question what many had assumed to be its critical function as a safety trade. Some now wonder whether that haven status was ever truly warranted.
Brexit's parallels with Trump's tariffs tell a tale
News, Published on 06/08/2025
» In figuring out why the US tariff shock hasn't sent the economy or financial world into a tailspin, Britain's exit from the European Union trade bloc provides something of a playbook -- and without a particularly happy ending.
Key global asset trends to watch
News, Published on 02/07/2025
» The war between Israel and Iran offered a real-time look at some new global cross-asset dynamics that can help investors understand the state of play in the first half of 2025 and what they can expect in the next six months.
US capital flight a boon for Asia
News, Published on 06/06/2025
» As global investors consider reducing their exposure to US financial assets, the key question is where money flowing out of the US will go. While Europe may be the obvious destination, relative value metrics may favour emerging Asia.
It's time for investors to play the long game
News, Published on 03/06/2025
» Investing, like golf, is a mix of both the short and the long game. In the wild first half of 2025, investors have mostly focused on the short game, but now that we appear to be entering a period of relative calm, investors can start looking much farther down the fairway.
Even Warren Buffett makes statistical errors
News, Published on 24/05/2025
» One person you wouldn't expect to hear tout a statistical fallacy is Warren Buffett, but the legendary investor appeared to do just that at the recent Berkshire Hathaway annual meeting, a reminder of just how easy it is to fall into statistical traps. While speaking at the annual meeting in early May, Mr Buffett commented while holding up a can of sugar-laden soda: "For 94 years I've been able to drink whatever I want to drink. They predict all kinds of terrible things for me, but it hasn't happened yet ... Charlie [Munger] and I never really exercised that much or did anything -- we were carefully preserving ourselves for these years."