Showing 1 - 10 of 42
Opening Hormuz is the easy part, restoring oil flow is not
Reuter's columnist Ron Bousso, Published on 20/04/2026
» LONDON - The stop-start shipping traffic through the Strait of Hormuz underscores the profound uncertainty hanging over the world’s most critical oil and gas chokepoint. But one thing is already clear: even if the guns fall silent, flows through the narrow waterway will take months – and possibly years – to recover to pre-war levels.
Our tariff-era dollar, your problem
Oped, Qiyuan Xu, Published on 04/02/2026
» In 2025, the dollar index, which measures the greenback's strength against a basket of major currencies, fell by roughly 9.4%. Over the same period, the United States' average effective tariff rate rose by around 14.4 percentage points, from 2.4% to 16.8%, according to the Yale Budget Lab. Taken together, these shifts imply that, in the import trade domain, the US experienced an effective exchange-rate depreciation of around 24%.
Asean must grab its rare-earth shot
News, Imran Khalid, Published on 22/11/2025
» US President Donald Trump's return to Southeast Asia last month felt like a rerun -- tariffs, tough talk, and televised deals. But this time, he left behind more than headlines. From Kuala Lumpur to Hanoi, Mr Trump inked trade pacts promising tariff relief on US exports in exchange for joint ventures in mining and refining the rare-earth minerals that power the world's clean-tech boom.
China believes it is winning Trump's trade war
Oped, Zongyuan Zoe Liu, Published on 17/07/2025
» The most recent trade talks between the United States and China in Geneva and London provided little more than temporary relief in the conflict between the world's two largest economies. Despite US President Donald Trump's efforts to tout the stopgap measures as a "deal" that benefits America, China reads the scoreboard differently -- and believes it is winning. From its vantage point, it has weathered the storm and emerged more confident, more self-reliant, and more convinced that its long game is paying off.
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.
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.
Thaksin prophecy
Oped, Postbag, Published on 06/05/2025
» Re: " '14th floor saga' paints a bad picture", (Opinion, May 5) & Thaksin probe welcome", (Editorial, May 1).
Beware the false promise of tariffs
Oped, Dambisa Moyo, Published on 19/04/2025
» In this era of growing protectionism, defending globalisation can feel like a losing proposition. But rather than retreat from the debate, it is more urgent than ever to spell out the costs of a trade war, which threatens to accelerate the fragmentation of the global economy because it is really a war on trade itself. To challenge the logic behind the US administration's protectionist agenda effectively, we must first understand it in clear and concrete terms.
Will Trump's trade war be a 2018 replay in Asia?
News, Manishi Raychaudhuri, Published on 21/03/2025
» While the unfolding tariff war has many similarities with Donald Trump's first trade skirmish in 2018 -- including levies on aluminium and steel and a "stop-go" trajectory -- that's where the resemblance ends.