Stock Markets

Are markets pricing in genuine productivity gains or just riding another hype cycle?

Bonds, oil, AI and copper - Decoding divergent signals in a shifting global economy

Are markets pricing in reality — or just riding the hype of treasury yields at 20-year highs, oil swinging wildly above US$100 and gold sliding while copper soars? Howie Lim finds out from Desmond Fu of Western Asset Management.

2026-09-25T09:46:00.000Z

Asean Business

Asean public markets need better investability, access to attract Chinese investments: panellists

The bloc is financially diverse, with different currencies, regulations, infrastructure and stages of development

2026-09-21T07:31:43.000Z

Overseas investors have sold over US$3.6 billion of Vietnamese stocks so far this year, following an outflow of about US$5 billion in 2025.

Asean Business

Vietnam’s FTSE upgrade looms, but foreign investors need more convincing

Passive inflows are set to begin with index inclusion, but active foreign investors remain selective

2026-09-17T08:04:52.000Z

Has the Middle East conflict fundamentally re-anchored energy prices at a structurally higher level for the remainder of the year?

Podcasts

What oil, yields, and AI capex boom are really telling us

Is the market about to break? Oil's past US$110, bond yields are surging, and the yen carry trade is unwinding — Howie Lim and HSBC's Herald van der Linde explain why.

2026-09-11T09:46:00.000Z

What would elevated bond yields mean for Asian economies and currencies?

Podcasts

Why Asia’s inflation scare may be overstated: a Morgan Stanley economist explains

Rising bond yields and renewed inflationary pressures are raising concerns about Asia’s growth outlook. But could the region’s investment boom offer a more positive story? Find out why Asia’s capex surge could help drive stronger growth.

2026-08-28T09:46:00.000Z

Is the US Treasury buybacks putting a temporary bandage on a much bigger issue of national debt?

Podcasts

Stress cracks in bonds are reshaping the AI and EM story

Bond stress, oil spikes, and Japan's rate surge are rattling markets. Find out why AI valuations hinge on yields, and where smart money is heading next.

2026-08-21T09:46:00.000Z