Chief Market Strategist’s Weekly Preview
Monday, 20 April – Friday, 24 April 2026 The Weekly ‘Big Idea’ The formal collapse of the U.S.-Iran ceasefire has transitioned ASEAN markets from a state of cautious optimism to…
The Week in Review: The Bulletin
April 13 – April 19, 2026 Geopolitics & Energy: Ceasefire Collapses and Port Blockades The temporary two-week ceasefire between the United States and Iran ended over the weekend with no…
STRATEGIC OUTLOOK: Global Growth Under the Shadow of Middle East Volatility
The International Monetary Fund (IMF) has officially downgraded its global economic growth forecast to 3.1% for 2026. This adjustment, revealed in the April 2026 World Economic Outlook, signals a cooling…
Asia’s AI Paradox: High Ambition Meets the Infrastructure “Hard Ceiling”
A new regional study by ST Telemedia Global Data Centres (STT GDC), Mind the Gap: Bridging the AI Infrastructure Readiness Divide, reveals that while 90% of Asian organisations have started…
Hisense’s Next Move in ASEAN: Transforming Service into a Growth Engine
Andy Zhou for Malaysian Business On 31 March, at the Hisense ASEAN Partner Conference in Kuala Lumpur, I met with Chang Huitian (Ms Clara), President of Hisense ASEAN, for the…
The Cost of Conviction: ACES Institute Challenges ASEAN’s “Performative” ESG Era
The ACES Institute has released a provocative new research paper, “Doing Things Right, Doing the Right Things: The Scramble for the Soul of an Organisation.” The study arrives at a…
Public Gold’s “Eastward Pivot” Securing the China-India Bullion Corridor
In a move that mirrors the global shift in gold price discovery, Public Gold Marketing Sdn. Bhd. has become the first Malaysian company to join the India International Bullion Exchange…