Financial markets

When supply shocks outlast conflict

Markets brace for prolonged economic shock sparked by energy disruptions

Bitcoin's sharp bounce from near US$60,000 hints that long-term holders and institutions remain willing to absorb supply at stress levels.

Decoding the relationship between gold and Bitcoin will be vital for institutional portfolios in 2026

While gold remains the time-tested defensive anchor, Bitcoin, for all its volatility and structural immaturity, offers something else

An Israeli artillery unit firing towards Lebanon on Mar 17. Emerging and Asia-focused markets have fallen some 5% to 9% since the crisis erupted on Feb 28.
RETHINKING MATTERS

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

The precise magnitude of the shock the US will face as a result of its war of choice in Iran is difficult to predict, given the array of factors at play.

America’s war, America’s recession

Why the US is particularly poorly positioned to weather a food and energy-price shock

Rather than rapid speculative surges, Beijing wants equities to rise gradually over time, generating stable dividend income and encouraging long-term investment behaviour.

Can China’s ‘slow bull’ market succeed?

Beijing wants to build a hybrid capital market that boosts tech self-sufficiency, financial autonomy

Indonesia occupies a pivotal position in global markets for coal, nickel, palm oil and gold.

Market volatility highlights Indonesia’s overlooked climate and resource risks

But challenges can be seen as an opportunity to link market reform and financial stability with better stewardship and environmental resilience

The Singapore International Commercial Court brings together domestic and foreign judges with global perspectives and deep knowledge of Chapter 11 of the US Bankruptcy Code.

Commercial certainty in uncertain times: Singapore’s role as a restructuring hub

The Republic is seen as a jurisdiction capable of achieving effective restructurings that preserve value and promote financial stability

When someone does actually sound the alarm over a legitimate threat to our well-being from AI, nobody will hear it since we might have collectively tuned out by then.
THINKING ALOUD

If everything is an AI crisis, then nothing is

Beware the absurd tyranny of what-if scenarios

Are the market gains seen in February built on durable fundamentals or, to borrow a famous phrase from former US Federal Reserve chairman Alan Greenspan, on “irrational exuberance"?
THINKING ALOUD

Dow at 50,000, STI at 5,000, Singtel at S$5 – what’s next?

Bullish investors beware: record highs and the breaching of psychological barriers tend to lead to an underpricing of risk