03 December 2025

Can Dinosaurs Really Dance? Nokia’s Third Reinvention Puts That to the Test

In the fast-moving world of tech, reinvention is often talked about but rarely executed well. The tale of Nokia - once a Finnish paper mill, then a mobile phone titan, and now a telecom infrastructure player - is a rare example of corporate metamorphosis.

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26 November 2025

Seeking Balance: Why Correlated and Uncorrelated Returns Matter in Today’s Portfolios

We know that the financial market moves at a lightning-fast pace, but even the portfolio puzzle isn’t what it used to be. In an era where headlines shift faster than fundamentals, the modern investor faces a new imperative: return diversity. The old 60/40 model may have provided comfort in its simplicity, but today's environment of higher volatility, shifting rate cycles, and geopolitical complexity demands more nuanced thinking.

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19 November 2025

Has the Rise of AI Killed the Short Seller or Just Delayed the Inevitable?

When Michael Burry - made famous by The Big Short - revealed he was betting against Palantir and Nvidia, it barely rattled the markets. Just days later, his hedge fund, Scion Asset Management, was being wound down. For a generation of investors who once revered him as the man who foresaw the 2008 crisis, it was a sobering moment.

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12 November 2025

Local Insight or Global Oversight: Rethinking Diversification

In the APAC region, investors often pride themselves on deep local market knowledge. Whether it’s regulatory nuances in Southeast Asia, sector-specific shifts in India, or the unique rhythm of Chinese policymaking, regional expertise has long been considered a competitive advantage

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05 November 2025

Japan’s Market Comeback: From Bubble to Breakthrough

For over three decades, Japan's Nikkei 225 was the poster child for how long it can take a stock market to recover. After peaking at 38,957 in December 1989, the index entered a prolonged decline that mirrored the country’s economic stagnation, a lost decade that stretched well into a lost generation.

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30 October 2025

West to East: Why Global Trade is Pivoting to APAC

As geopolitical tensions tighten and trade alliances fracture, a new chapter in global economic strategy is taking shape, and it's being written in Asia.

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