Despite securing formal trade agreements with the US, Malaysia and other ASEAN nations still face significant policy uncertainties, forcing investors to treat geopolitical risk as a core portfolio input rather than background noise.
Following the Federal Reserve’s September rate cut, AsianInvestor explores how dovish US monetary policy is expected to bolster Asian equities and domestic demand.
Principal Kin Leung Chan is positioning Click Ventures' portfolio through the lens of what he sees as attractive valuations in China and Hong Kong with the US pricey by comparison.
As Powell hints at a dovish turn, market experts explain how the anticipated policy shift could recalibrate risk and opportunity across Asian markets, currencies and capital flows.
In a world of shifting themes and fleeting trades, the Indian family office shares its playbook of predefined bands, patient frameworks, and India at the core.
The Federal Reserve's split decision to maintain rates, with two members voting for cuts, suggests policy easing may come in September. Meanwhile, experts believe Asian central banks will likely preserve their rate differentials despite low regional inflation.