Geopolitics

Trump is spending tomorrow’s security today

Neither incompetence nor impulsiveness explains the US president’s decision to start a war

US President Donald Trump (left) and Chinese President Xi Jinping are set to meet for three days from Mar 31 to Apr 2.
THE BOTTOM LINE

Deals over principles: Trump’s China gambit in the shadow of Iran

Can the two great powers arrive at an agreement at the upcoming bilateral summit in Beijing?

Sri Lanka Navy personnel assist sailors during a rescue operation involving the Iranian military ship, IRIS Dena. The US stepped on India’s toes by sinking the frigate in international waters close to the Indian coast.
THE BROAD VIEW

Brand Quad needs a marketing makeover

Amid geopolitical fragmentation, the ongoing Gulf war adds urgency for the quartet to define itself

What could the closure of the Strait of Hormuz mean for crude oil and equities markets?

Oil shock stalls stocks: Geopolitical risk trumps fundamentals

Is the stock market's oil shock panic warranted as crude nears US$100? Howie Lim finds out.

In aviation, airspace is more than infrastructure, it is a strategic asset – and, in times of crisis, a potential front line.

When airspace becomes the front line

Global aviation faces three possible recovery paths from the US-Israel-Iran conflict

What would signal that Thailand is truly moving ahead on a stronger and more sustainable growth trajectory?

Thailand’s next test: Stability is not enough

As Thailand shifts from political stability to deep structural reform, what should investors watch out for?

Oil prices have shot up and down in the wake of the US-Israeli strikes on Iran and subsequent developments.
MIND THE GAP

How scary is geopolitical risk? Oil price is key

Developments in the Gulf conflict are testing investors’ penchant to buy the dip

The rush to ride the technology wave has imposed an added strain on the power grid because of the need for a reliable, scalable power source.
NEW GLOBAL ORDER

Three challenges to South-east Asia’s technology ambitions

As the region accelerates its pursuit of high-tech growth strategies, it will confront the structural challenges of capacity, geopolitics and sustainability

The Fed may have less room to keep cutting rates this year as the US-Israel war on Iran drives oil prices higher.
MARK TO MARKET

Iran war: Soaring oil price will be a key driver of Fed policy; opportunities, risks for investors

While even the price of gold fell last week, shares of Big Oil companies sustained their upward momentum