Andrew Sheng and Tan Yi Kai

Thursday 03 Apr 2025

27 Feb 2024, 08:00 am

Condivergence: Ageing leaders and investment choicesIn Bangkok recently, I was greeted with the election of 72-year-old former general Prabowo Subianto as the incoming president of Indonesia. Outgoing president Joko Widodo’s son Gibran (37 years old) has been elected as vice-president. At the same time, former Thai prime minister Thaksin Shinawatr...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

27 Feb 2024, 08:00 am

Edge Weekly

14 Feb 2024, 08:00 am

Condivergence: A Chinese (New Year) way of understanding polycrisesThe world is in a mess. Polycrises or multiple crises that break out with no simple solutions — such as the Gaza genocide, social discontent, climate and natural disasters, and growing war fears — are changing the existing order.

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

14 Feb 2024, 08:00 am

Edge Weekly

16 Jan 2024, 08:00 am

Condivergence: Investing in 2024Welcome to 2024. This is the year that the Barcelona Centre for International Affairs (CIDOB) calls one “of ballots and bullets”. Across more than 70 countries, over four billion people will participate in elections, which will decide the direction of global politics. Meanwhile, war continues in ...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

16 Jan 2024, 08:00 am

Edge Weekly

21 Dec 2023, 08:00 am

Condivergence: Bonds, cash or gold for 2024?How should you allocate your portfolio assets for 2024, a year of grave uncertainty? The good ol’ 60/40 rule of 60% equity and 40% bonds and cash portfolio allocation is alive and well in 2023, although returns have been driven solely by equities. Fixed income, traditionally 40% of such...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

21 Dec 2023, 08:00 am

Edge Weekly

07 Dec 2023, 08:00 am

Condivergence: The outlook for 2024The trajectory of global finance in 2024 hinges upon one central actor — the US Federal Reserve. When will the Fed start easing?

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

07 Dec 2023, 08:00 am

Edge Weekly

21 Nov 2023, 08:00 am

Condivergence: Mild global recession or bad times ahead?Like Warren Buffett said, “It’s only when the tide goes out that you learn who has been swimming naked.” Two notable tales of grief this month bookended a period of overexuberance. The first demise came with FTX founder Sam Bankman-Fried being found guilty of committing fraud almost one year afte...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

21 Nov 2023, 08:00 am

Edge Weekly

07 Nov 2023, 08:00 am

Condivergence: What the bond market is signalling about the global outlookIn 1993, when Bill Clinton became US president, he was warned by his treasury secretary Robert Rubin that free fiscal spending would be stopped by the US bond market. Clinton’s political adviser James Carville famously joked that he would like to be reincarnated as the bond market, because “you c...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

07 Nov 2023, 08:00 am

Edge Weekly

27 Oct 2023, 08:00 am

Condivergence: Keeping an eye on the coming peak of global wealth inequityIn the 21st century, global wealth has experienced remarkable growth, fuelled by an extended period of historically low interest rates across major economies. From the period of 2008 to 2022, the world enjoyed continued growth in private wealth. According to the UBS Global Wealth Report 2023, onl...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

27 Oct 2023, 08:00 am

Edge Weekly

12 Oct 2023, 08:00 am

Condivergence: Has the US dollar peaked?Something is going on in the House of the Dollar, the mightiest currency in the world. You would have thought that with everyone fleeing to the US dollar, attracted by high interest rates, the Numero Uno would be laughing all the way to the bank, quietly taking the money in. Instead, Am...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

12 Oct 2023, 08:00 am

Edge Weekly

29 Sep 2023, 08:00 am

Condivergence: Is the tech rally sustainable?The boom led by artificial intelligence (AI) created a buzz in 2023 with the Magnificent Seven stocks (Apple, Amazon, Google, Meta Platforms, Microsoft, NVIDIA and Tesla) accounting for 80% of the growth in the S&P 500 year to date. Jointly, these stocks have a market valuation of over US$11 ...

By Andrew Sheng and Tan Yi Kai / The Edge Malaysia

29 Sep 2023, 08:00 am

Mayu Global executive director Tan Kim Hee detained by police

Wall Street plunges as Trump tariffs trigger recession fears

Rubber glove makers urge govt to consider emergency support measures amid US tariffs

LYC Healthcare CFO resigns a little over a year into service

Mayu Global, Tuju Setia, Iskandar Waterfront City, TNB, HHRG

WTO says tariffs could bring contraction of 1% in global merchandise trade volumes

Apple suppliers tumble as tariffs hit iPhone supply chain

Fitch cuts China rating on weakening finances, debt concerns

Economists slash US growth, boost inflation forecasts on tariffs

Wall Street plunges as Trump tariffs trigger recession fears

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