Showing 1 - 10 of 68
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.
Plentiful policy on offer
Oped, Editorial, Published on 19/01/2026
» Thailand is heading towards a consequential general election on Feb 8. In the weeks leading up to polling day, voters have been bombarded with policy proposals from across the political spectrum. Many are attractively packaged and, if fully realised, would seemingly transform the country overnight.
Economy will pop with AI bubble
News, Mike Dolan, 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.
High Treasury yields could slow down AI boom
News, Joachim Klement, Published on 29/09/2025
» Tech giants are ploughing money into artificial intelligence, fuelling the ongoing US stock market rally in the process.
The postwar era's first democratic authoritarian
Oped, Antara Haldar, Published on 08/09/2025
» The 78th anniversary of India's independence last month offers an opportunity to recall one of the most insidious moments in the country's post-independence history: prime minister Indira Gandhi's 1975 decision to declare an emergency and suspend civil liberties. A new book by political scientist Srinath Raghavan, Indira Gandhi and the Years That Transformed India, not only revisits that fateful move, but also traces its lasting impact half a century later.
EU could win trade war with US
News, Joachim Klement, Published on 12/08/2025
» The US-EU trade deal has been heavily criticised as a capitulation by the bloc. But if you dive into the agreement details, the European Union is likely not only to suffer less than the US but may even see its economy benefit from the new global tariff regime.
Dollar at risk of being left behind
News, Jay Pelosky, Published on 04/08/2025
» Europe and Asia could leverage US President Donald Trump's "America First" strategy for their own benefit, eventually spurring the development of regional tripolar FX blocs that could erode the dominance of the US dollar and reshape global markets.
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.
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.
DSI skips deep probe
Oped, Editorial, Published on 07/03/2025
» Political temperatures dropped yesterday after the Department of Special Investigation (DSI) board decided to investigate only the money laundering part of the alleged collusion in last year's Senate election.