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Global Tariffs and Market Returns
Positioning in the market may be tricky given global shifts in capital markets, dealmaking and US tariffs that make global imports less...
Ming Ren
Apr 41 min read
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Tariffs & Global Markets
US president Donald Trump's tariff implementation on autos and steel imports, tax on Chinese goods and levies on Canada and Mexico would...
Ming Ren
Apr 31 min read
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Deflationary Environment? Why your portfolio doesn't make sense.
Despite the market rhetoric of an incoming deflationary environment in the US, investors are more likely to expect an inflationary...
Ming Ren
Mar 21 min read
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ASEAN Finance
This is a wonderful way to connect with like-minded people interested in financial developments around the region
Ming Ren
Feb 141 min read
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Welcome to my site where I share opinions on market developments.
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