The Bottom Line

THE BOTTOM LINE

When US trade court says no: The limits of presidential tariff authority

The Trump administration has now lost its two boldest legal theories for unilateral, across-the-board tariffs

The prospects of energy shortages and usage restrictions may mean reorientation away from economic growth is happening out of necessity.
THE BOTTOM LINE

Is this the moment we change the way we think about economic growth?

Degrowth, unlike stagflation or recession, is an intentional, planned political shift away from GDP expansion

The UAE today is not a pure petrostate. Thus, while high oil prices will boost the country's oil revenue, they also hurt the global economy that drives the rest of the Emirati portfolio.
THE BOTTOM LINE

Why the United Arab Emirates walked away from Opec

The economic logic of the decision is just as important as the political one

The move against the Meta-Manus deal highlights the growing barriers between the tech sectors of China and the US.
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.
THE BOTTOM LINE

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. 
THE BOTTOM LINE

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.
THE BOTTOM LINE

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.
THE BOTTOM LINE

European policymakers are losing faith in American business

The implications extend far beyond the Atlantic