Days after warning that markets were mispricing the Federal Reserve, the strategist points to SpaceX’s slide and mounting stress in private credit as the next triggers for the correction he expects between June and August. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, June 24 – The sell-off Dr Sailesh Kumar Jha outlined in a…
By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, June 23 – The US-Iran accord was intended to reopen the Strait of Hormuz and bring months of conflict to an end. However, renewed uncertainty over the status of the strategic waterway almost immediately raised questions about the durability of the agreement and highlighted a broader geopolitical reality:…
Markets Are Mispricing the Fed – And Investors May Pay the Price, Warns Top Strategist Dr. Sailesh Kumar Jha, Global Market Strategist and former Chief Asia Economist at Credit Suisse AG Singapore, says a 10 to 20 per cent correction in US equities could be imminent as markets wake up to an underpriced Federal Reserve…
FROM THE EDITOR – This edition of Global Dispatch, dated June 22, 2026, covers the week ending June 22, incorporating the latest developments from the first round of US-Iran nuclear talks in Switzerland, the fragile Lebanon ceasefire that nearly derailed them, the reopening of the Strait of Hormuz, and a series of significant scientific breakthroughs. All…
A ceasefire, a NATO reckoning and the race for artificial intelligence point to a deeper shift. One leading economist warns against mistaking the loudest story for the most important one. BY TENGKU NOOR SHAMSIAH TENGKU ABDULLAH June 19, 2026 In a single week, Washington signed a breakthrough agreement with Tehran, NATO confronted difficult questions about…
