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Real Economic Inflation or Supply-side shock from Post-War Effects on Oil Prices.
$90 crude oil prices indicate an increase in demand for oil, wars tend to increase demand for oil production due to uses of vehicles and machinery, the economic data suggests that oil prices are driven by stagnant oil production based on OPEC data rather than increase in demand from War usage of oil. $90 crude oil production also indicate that oil prices are likely to drive inflation indicators that would convince investors that speculate on inflation data to increase their d
Ming Ren
Mar 61 min read
Artificial Intelligence Boon or Bane?
A.I. is a developing theme across many markets across the globe, with abilities to mimic human-like behavior and substitute human...
Ming Ren
Oct 12, 20251 min read
Why diversification matters in a US Tariff led investing climate
Trade agreements signed by the EU with Asian countries signal a global shift in trade structures and investment flows across different...
Ming Ren
Jul 14, 20251 min read
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 4, 20251 min read
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 3, 20251 min read
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 2, 20251 min read
ASEAN Finance
This is a wonderful way to connect with like-minded people interested in financial developments around the region
Ming Ren
Feb 14, 20251 min read
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