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geopolitics
Global Markets
Understanding the complexity of the current market landscape
"We believe that maintaining humility is important in environments where significant macro risks are present and evolving."
June 09, 2022
Geopolitics
Big power competition in Southeast Asia may not be all that bad
The stakes are high, and we can only hope that Asean rises to the challenge.
May 18, 2022
Geopolitics
Good US-China strategic competition
Given substantial global economic headwinds the world needs the benign form of strategic competition more than ever.
May 12, 2022
Russia-Ukraine crisis
PM Lee says Ukraine war poses ‘awkward questions’ for China
Most Asian nations have refrained from imposing sanctions against Russia
March 31, 2022
Russia-Ukraine crisis
Russia's invasion of Ukraine to have limited impact on Singapore bonds for now
For now, credit implications for SGD credit will be indirect, with limited or manageable direct exposure to Russia and Ukraine.
March 03, 2022
Geopolitics
Is the Ukraine war the start of a new world order?
A new, more dangerous multipolar global order had come into being
March 03, 2022
Russia-Ukraine crisis
What is Putin's end game?
"You were given the choice between war and dishonour. You chose dishonour, and you will have war."
February 24, 2022
Russia-Ukraine crisis
Are we in a new Cuban Missile Crisis?
While no overt nuclear posturing has been made, any engagement between the US and Russia raises the spectre of nuclear war.
February 24, 2022
Russia-Ukraine crisis
Putin goes to war
Stock markets are bound for volatility while spiking energy prices are stoking inflationary woes
February 24, 2022
Russia-Ukraine crisis
Ukraine crisis will hurt Asian economic prospects
Investors and businesses will have to be prepared for a rough ride in the next few months.
February 24, 2022