Juwai IQI Global Chief Economist Shan Saeed sees investment opportunities across five ASEAN economies, while warning that energy insecurity and uncertainty over AI spending could complicate the outlook. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, Nov 9 – ASEAN remains well positioned to attract investment as companies diversify production, but policy consistency, productivity and…
By Tengku Noor Shamsiah Tengku Abdullah The Iran ceasefire collapsed, briefly flickered back to life, and then unravelled again within five days. The United States struck around 90 targets across Iran. The new Supreme Leader, Mojtaba Khamenei, has yet to appear in public. Oman is working to keep a diplomatic channel alive. Meanwhile, the…
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…
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…
