The Bottom Line

THE BOTTOM LINE

Beijing’s blunt message to its tech sector

China’s ban on Meta-Manus deal is a warning to keep AI innovations at home

In Asean, where many family businesses are transitioning from founder-led leadership to sibling partnerships, it is important to build strong governance foundations.
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Why family enterprises must move from ‘paper boards’ to real boards

Without strong governance structures, the board becomes the stage for conflict

There has been a mass scramble on Wall Street to profess confidence that the war has changed nothing on the financing front, says the writer.
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How the Iran war could hurt Wall Street

The big unknown is how the conflict could alter the Gulf’s investment priorities in the next year or two

About 45% of Americans are “extremely” or “very” concerned about being able to afford petrol in the next few months, up from 30% shortly after Trump won re-election. 
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A war the public didn’t ask for

Rising fuel prices in the US cut across party lines in a way that military strategy does not

Every US dollar added to the price of oil is a tax on Iran’s adversaries and, critically, on the Western economies underwriting opposition to Teheran.
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Iran and the ‘Strait card’: a risky high-stakes gamble

How the country could turn its control of the Strait of Hormuz into a victory

Regulators like the Singapore Exchange and investor rights groups have recently started urging companies to provide forward guidance, as long as these are made in good faith and are not misleading.
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Time for AGMs to be more forward-looking

A forward-looking approach to the annual general meeting helps instil shareholder confidence

American companies are increasingly being viewed through a political lens, regardless of sector or corporate behaviour.
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European policymakers are losing faith in American business

The implications extend far beyond the Atlantic

Donald Trump has sought China's help in pressuring Teheran and reopening the Strait of Hormuz, but Beijing has so far declined.
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Beijing bound: What the Trump-Xi summit in May reveals about a world in flux

Underlying all issues is the broader contest for global influence

Software isn’t just a static pile of logic; it’s a living organism.
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Will AI eat SaaS for lunch?

Citrini’s doomsday thesis assumes a frictionless world. But the real world is not

US consumers are seeing petrol prices rise US$0.05 to US$0.10 per gallon daily, and those increases ripple far beyond the forecourt.
THE BOTTOM LINE

Price of war: How the conflict with Iran is hitting the US economy

A longer-lasting escalation would shrink America’s forecasted expansion by more than half