John Woods
Will the Iran conflict end in checkmate or stalemate?
Much is uncertain, now with the Strait of Hormuz’s vulnerability apparent and key issues still unresolved
The Iran war: Will it stay? Or will it go now?
The longer the conflict drags on, the worse the outcome for both the global economy and global markets
Trading in the ‘Year of Geopolitics’
Asian investors should take a more nuanced approach than either pure complacency or panic selling
Local hero: Asia’s risk markets
Conditions are finally ripe for Asian equity markets to outperform those in developed peers in 2026
So bad it’s good: Why Chinese equities could shine in 2026
Conditions like slowing growth and subdued consumption are still viewed as catalysts that could lift equities in 2026
Asia’s 2026 outlook: resilient growth amid policy shifts, global risks
Region enters the year buoyed by liquidity tailwinds, hinging on China’s pivotal shift towards consumption
China’s Fourth Plenum – planning or prepping?
Beijing’s new-found willingness to go head-to-head with the US in its trade and tariff war marks a new, muscular change in mindset
The great sucking sound: Japan’s capital shifts
Why the 30-year Japanese government bond yield could be the most important ‘risk indicator’ in the world now
A year less ordinary: Navigating discordant narratives in 2025
In this dynamic environment, the ability to pivot and seize opportunities will define successful investment strategies for the remainder of the year
Plain sailing and successful investing
How to navigate 2025’s trade policy uncertainties and geopolitical tensions
