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Search Result for “msci rebalancing”

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OPINION

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.

OPINION

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.

OPINION

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.

OPINION

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.

OPINION

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.

OPINION

Paris Olympics can help unify a fractured city

News, Lionel Laurent, Published on 26/07/2024

» Paris faces the test this week of launching the Olympic Games safely and affordably at a time of war, political polarisation and social unrest. It's not a done deal. Heavy-handed security barriers and Covid-style QR codes are already infuriating residents and tourists trying to navigate a River Seine that's been cleaned at great expense.

OPINION

Divestment from Israel will not bring peace

News, Anne O. Krueger, Published on 27/05/2024

» The Oct 7 terrorist attack by Hamas has rightly generated enormous sympathy for the people of Israel, especially given Jews' history of persecution, culminating in the Holocaust. But the plight of civilians in Gaza since the attack is horrifying as well. Both sides need to support an immediate cessation of hostilities, followed by good-faith efforts to address the underlying issues.

OPINION

Reshuffle cements Srettha's grip

News, Thitinan Pongsudhirak, Published on 06/05/2024

» After eight months at the helm, Prime Minister Srettha Thavisin staged a much-anticipated cabinet reshuffle with unexpected drama and unsurprising consolidation. As head of a coalition government, Mr Srettha appears more "prime ministerial" as the reshuffle has strengthened his hand to implement the ruling Pheu Thai Party's flagship policies.

THAILAND

PM's 'salesman diplomacy' in view

News, Poramet Tangsathaporn, Published on 05/01/2024

» Prime Minister Srettha Thavisin, after just four months in office, announced his "salesman diplomacy" strategy during a meeting with Thai ambassadors and consuls-general at Thailand's Foreign Ministry in November last year.

THAILAND

Govt readies defence of 2024 budget bill as debate looms

News, Aekarach Sattaburuth and Wassana Nanuam, Published on 30/12/2023

» The government is preparing to defend its budget bill for the 2024 fiscal year during its first reading in parliament on Jan 3-5, with ministries each setting up a war room to have information ready for the debate.