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Search Result for “msci rebalancing”

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OPINION

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%.

OPINION

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.

OPINION

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).

OPINION

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.

OPINION

Scramble for Wall St alternatives

Oped, Mike Dolan, Published on 21/02/2025

» Global investors finally appear to be doubting the wisdom of keeping all their eggs in one basket. A decade of exceptional US investment returns may, therefore, be cresting just as Donald Trump's "America First" programme returns to Washington.

OPINION

What makes a country really remarkable?

Oped, JOE MATHEWS, Published on 03/07/2024

» Great cities. That's a lesson the United Kingdom once knew well. Britain reached its imperial heights in the late 19th century in part because its municipalities were the world's most productive cities.

OPINION

Marriage equality is good business

Oped, Todd Sears, Published on 09/04/2024

» Thailand has an incredible reputation for being LGBTQ-friendly, but its national laws and policies don't quite match the open-minded brand that its government projects. This dissonance -- what the UN called "tolerance but not inclusion" in a 2019 report -- is what the Thai parliament is on the brink of changing in a seismic decision to legalise same-sex marriage that will have a positive far-reaching impact on Thailand's economy for years to come (and hint: it's much more than the millions of dollars to be generated by the weddings themselves).

OPINION

The conflicts of the new world order

Oped, Brahma Chellaney, Published on 14/11/2023

» The crises, conflicts and wars that are currently raging highlight just how profoundly the geopolitical landscape has changed in recent years, as great-power rivalries have again become central to international relations. With the wars in Gaza and Ukraine exacerbating global divisions, an even more profound geopolitical reconfiguration -- including a shift to a new world order -- may well be in the works.

OPINION

Imagining Thai diplomacy under MFP

Oped, Kavi Chongkittavorn, Published on 30/05/2023

» With the winners of the recent election headed by the Move Forward Party still working to form the next government, it is too early to predict the outcome of the political manoeuvring by its potential coalition partners. If everything goes as planned, it will be the first liberal government in Thai history. Since the end of absolute monarchy in 1932, Thailand has been struggling to establish a strong foundation for a liberal society with democratic norms and values. So far, the efforts have not been successful, leaving Thailand stuck with the label of a half-baked democracy. Government after government has tried to push forward democratisation but failed due to political polarisation and a deep-rooted patronage system.

OPINION

Diplomacy a very different ball game

Oped, Kavi Chongkittavorn, Published on 16/05/2023

» With the election now over, a new government can be expected to emerge fairly soon. The time is, therefore, right to discuss the trajectory of Thai foreign policy in the coming months, always assuming that there is a need to do so to keep up with the rapidly changing international landscape.