By Ushar Daniele January 7, 2025 4:49 pm Macro Malaysia and Singapore are entering the friend zone with Johor SEZ The Johor-Singapore Special Economic Zone aims to attract 100 projects in a decade. 4 Min Read
By Ronojoy Mazumdar January 1, 2025 9:00 am Macro 2024’s political fireworks: South Africa survives, India wobbles, Mexico tanks Emerging markets are either flexing or flailing after a year of non-stop political drama. 4 Min Read
By Noorhan Abusamra December 30, 2024 9:00 am Macro Power stocks are quietly bossing the AI boom Nvidia who? Utilities like Vistra are the real AI powerhouses. 3 Min Read
By Thyagu Adinarayan December 28, 2024 5:00 am ETFs Mastering the Trump trades: MONIIFY’s ETF playbook for 2025 It’s not gonna be a buy-anything-and-it’ll-rise year. Time to cherry pick. 4 Min Read
By Noorhan Abusamra December 27, 2024 8:10 am Macro Gold vs S&P 500: 2024’s heavyweight fight is going down to the wire Can gold hold onto its lead, or will the S&P pull off a last-minute comeback? 3 Min Read
By Noorhan Abusamra December 24, 2024 10:20 am Macro S&P 500’s bad breadth problem? It’s a nothing burger US stocks are climbing, but it’s a skeletal crew doing the job. 3 Min Read
By Noorhan Abusamra December 23, 2024 11:56 am Macro Bears are crashing the Christmas party Big $$$ is flowing out of global stocks for the first time in a while… and fast. 2 Min Read
By Noorhan Abusamra, Paromita Dey December 20, 2024 5:56 am Macro Inflation’s back. Time to dust off the 2022 playbook? Stocks and cryptocurrencies slump as Fed sees fewer rate cuts in 2025. 4 Min Read
By Noorhan Abusamra December 19, 2024 2:00 pm Macro The ‘fear gauge’ just blew up. Thanks, Jay! The Fed just sent Wall Street on a wild end-of-year ride. 1 Min Read
By Tabita Diela December 16, 2024 3:28 pm Macro Indonesia’s VAT hike is another blow for business The VAT rise to 12% comes hot on the heels of an increase to the minimum wage. 2 Min Read
By Tabita Diela, Khamila Mulia December 13, 2024 1:00 am Macro What tariffs? Indonesia business is taking a chill pill over Trump 2.0 Local businesses are not too fazed by Donald Trump’s tariff threats. 5 Min Read
By Noorhan Abusamra December 12, 2024 6:30 am Macro Plot twist: What if the Fed raises interest rates in 2025? Inflation’s back baby — and it’s coming for your wallets. 3 Min Read
By Noorhan Abusamra December 11, 2024 8:15 am AI AI eats data and the US is running low Time for some data center diplomacy? 2 Min Read
By Noorhan Abusamra December 10, 2024 6:44 am Macro China’s ready to play ball in 2025. Or is it? Donald Trump’s constant poking seems to have finally stirred the dragon. 3 Min Read
By Chantal Fouad December 9, 2024 1:34 pm Macro Kuwait’s tax shake-up: The good, the bad and the costly Kuwaiti-owned businesses would no longer be exempt from corporate income tax. 2 Min Read
By Yuvraj Malik, Noorhan Abusamra December 9, 2024 7:01 am Macro Biden’s red tape is out, all aboard the Trump deal train M&A dealmakers will boogie under Trump 2.0 3 Min Read
By Noorhan Abusamra December 6, 2024 6:25 am Macro The New Year’s party you don’t wanna miss It’s not just Bitcoin. Stocks are having a little end-of-year celebration too. 3 Min Read
By Sumit Kumar December 6, 2024 5:06 am India RBI takes detour to fix the economy The central bank did not cut rates, but it did try to boost lending. 2 Min Read
By Tabita Diela December 5, 2024 8:48 am Macro Indonesia business owners get sucker punched The minimum wage-VAT combo is not what local businesses ordered. 4 Min Read
By Yuvraj Malik, Paromita Dey December 5, 2024 3:30 am India India’s market gloom deepens as IPO boom cools down Poor showings by recent listings have pushed firms to delay IPOs. 4 Min Read
By Sumit Kumar December 3, 2024 12:11 pm India As India’s world-beating growth falters, winners are scarce Focus on sectors such as agriculture for now… and pray for a rate cut this month. 4 Min Read
By Noorhan Abusamra November 27, 2024 6:42 am Macro Trump tariffs reloaded. America scores, the world stumbles It’s USA 1, ROW 0. And make no mistake, Donald Trump is just lacing up. 3 Min Read
By Victor Loh, Tabita Diela, Yuvraj Malik, Ushar Daniele, Sumit Kumar November 12, 2024 1:27 pm India Asia braces for Trump tariffs: Who wins and who loses? India, Vietnam, Indonesia and Malaysia could become collateral damage. Or not. 5 Min Read
By Noorhan Abusamra November 12, 2024 11:37 am Macro Wall St to keep bears out next year too China may drive growth and gold makes a comeback amid inflation worries. 2 Min Read
By Paromita Dey November 11, 2024 8:41 am AI Nvidia who? The two stocks that matter more The smart money is pouncing on ASML and TSMC. 3 Min Read
By Noorhan Abusamra November 8, 2024 9:31 am ETFs #SnapShot: Markets play their Trump card, cash in It took the market five months to flip the ‘what if’ trade into the real deal. 🚀 1 Min Read
By Noorhan Abusamra November 8, 2024 3:21 am Macro #GamePlan: Reloading the ‘Roaring 20s!’ The bears are in hibernation, and the bulls are just getting started. 3 Min Read
By Noorhan Abusamra November 7, 2024 10:00 am Macro #Snapshot: Don’t mess with Elon Tesla’s 15% rally on results day is a clear signal of power dynamics under Trump. 1 Min Read
By Noorhan Abusamra, November 6, 2024 9:59 am ETFs Five ways to bet on MAGA, again ⬆️ How to make your portfolio great again. 3 Min Read
By Thyagu Adinarayan, November 6, 2024 9:01 am Big Tech A Trump win is bad news for these stocks A tough four years ahead for European auto stocks, drink makers and Chinese stocks? 3 Min Read