Geopolitics

The quiet death of the US pivot to Asia

Iran campaign consumes capabilities America would rely on in any major conflict in the Indo-Pacific

Japanese Prime Minister Sanae Takaichi gave US President Donald Trump a detailed explanation of what Japan can and cannot do under its law in the current Iran conflict.
THE BOTTOM LINE

Surprise and alliance: What the Trump-Takaichi meeting reveals

The US-Israeli war loomed over every exchange between the US president and Japanese prime minister

Oil prices spiked after the latest escalation in the US and Israel's war with Iran.

Oil shock’s rate repricing: G4 holds, gold bullish, dollar firms

Middle East turmoil has roiled global markets, sparking rate hike speculation despite G4 central banks holding firm. Can the 'transitory' view survive soaring oil?

Most of US President Donald Trump’s temporal nihilism operates on longer, less-legible timelines.

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?