Showing 1 - 10 of 31
Roaring global growth is emerging
News, Mike Dolan, Published on 11/02/2026
» The chaotic newsflow, geopolitical shape-shifting and wild market swings of 2026 have clouded one basic signal: the global economy is racing forward.
Policy options for an overvalued baht
Oped, Chartchai Parasuk, Published on 25/12/2025
» This is the last article of 2025. I have to thank readers for following my articles throughout the years. I believe I wrote my first article for the Bangkok Post in January 2020. So, it has been a five-year collaboration with the paper. Thank you, Bangkok Post.
Gold's recent rally only ranks third in last 50 years
News, Clyde Russell, Published on 07/11/2025
» Gold's recent retreat from a record high has led to questions as to whether the precious metal has run out of steam and is due for an extended period of sideways trading, as has happened in the past.
Commodities nearing super cycle
News, Taosha Wang, 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.
Key global asset trends to watch
News, Jay Pelosky, 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, Manishi Raychaudhuri, 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, Jay Pelosky, 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.
Dollar confusion reigns amid uncertainty
News, Mike Dolan, Published on 10/05/2025
» Currency markets that only a few months ago assumed a trade war would lift the US dollar now suspect that a full-scale devaluation may be underway, suggesting few market players have a clear handle yet on the US administration's dollar plans.
Asian equities win in US recession
News, Manishi Raychaudhuri, Published on 06/05/2025
» If a recession materialises in the United States this year, the relative performance of US and Asian equities will likely be quite different from what investors have seen in past decades. Indeed, the latter may be the "risk-off" trade this time around.
Record gold crowded by one player
News, Mike Dolan, Published on 18/04/2025
» For the first time in two years, US megacap tech stocks are no longer considered the most crowded trade on the planet. They've been overtaken by gold, and that's partly related to eye-popping bullion buying from China.