We dive into two exciting IPO stories from the Philippines and Australia, where we take some lessons from the GCash and Firmus Grid listings. Getting the timing right is one big issue, but another…
Several global pension funds are reducing their exposures to US tech stocks amid fears of a looming correction, which we discuss in this episode. We also talk about the shutdown of over 600 banks in…
Japan plans to set up a state-backed fund to invest in drone manufacturers and defence startups, but we are not sold on the idea. This episode also looks at the Philippines bracing for a Godzilla El…
A severe El Niño is set to compound challenges faced by Developing Asia, but countries well into the AI supply chain may feel less burdened. As our podcast marks its second year, we also assess…
Preparatory talks are underway ahead of President Xi Jinping’s meeting with US President Donald Trump in the White House. We expect the tariff war and rare earths exports on the agenda, but we think…
Oil prices remain elevated as the US-Iran conflict enters its sixth month, and Brazil is emerging a winner as it gains market share in global oil exports. In our 100th podcast episode, we also look at…
Speculative purchases have driven Florida’s home valuations down, a similar problem which China now seeks to get out of. We explain if this housing crisis should worry investors. In this episode, we…
This episode comes straight from our studio as we anticipate new Federal Reserve Chair Kevin Warsh’s first-ever speech in Jackson Hole. From a disconnect between the actions of the US Treasury and the…
A blog post from the European Central Bank warns of a potential “homegrown crash” should US tech stock valuations dip, but we find this inappropriate. We also discuss how rising inflation has pushed…
Great political uncertainty is likely to send credit spreads in France and Germany higher ahead of their respective elections. This episode, we also look at credit concerns regarding India’s…
