Podcasts

We find that the world is changing at an unprecedented pace as Trump’s tariffs creating a “homemade” crisis for the American economy. Join us as we dissect the impact of Trump’s mega tariffs ahead of its 9 April enforcement, which... Read More →

After a strong two-year run, we changed our risk allocation for US stocks from overweight to neutral in light of mounting uncertainties about the American economy, exacerbated by Trump’s new tariffs, and greatly prefer the inclusion of more alternative investments... Read More →

Are global investors reconsidering China? We discuss in this episode the attendance of several foreign business leaders in a weekend development forum in Beijing, as well as a fear of an “AI bubble” in the US. Meanwhile, more investment houses... Read More →

Indonesia’s stock market crashed on 18 March over fears that the country’s fiscal house is in disarray under new spending priorities of the government. Meanwhile, Brazil revealed a plan to increase income tax exemptions while imposing a 10% tax on... Read More →

In this episode, we challenge our sunshiny outlook on the global markets — are we seeing more clouds on the horizon, and is this enough to change our investment allocations? We look at Germany’s lack of progress on economic reforms,... Read More →

The Federal Reserve appears to be facing greater pressure to cut interest rates as growth prospects will likely be dampened by Trump’s intensifying tariff war. In this episode, we look at the path of US interest rates as well as... Read More →

We see two divergent tales of consumer sentiment in the US and China: there are encouraging stories from Beijing and signs of general dissatisfaction from Washington. In this episode, we also discuss the results of Germany’s snap elections and the... Read More →

Rising inflation is now a bigger concern of mature and developing economies. Our view is that major central banks will keep interest rates on hold amid inflation woes, particularly in Europe. We also discuss rice supply problems in Japan and... Read More →

The tech sector is driving another stock market rally — only this time, Chinese developers are leading the way. We discuss how DeepSeek is powering a bull market for Chinese tech stocks and heating up the EV arm’s race between... Read More →

Trump the “magician” is seen as the prime mover for financial markets in recent weeks with new policies including fresh tariffs on China, Mexico and Canada, but we find other noteworthy developments outside of the US president’s moves. In this... Read More →