Vietnamese stocks have rallied to a three-year high after the country became the first in Asia to secure a trade deal with America following the announcement of “liberation day” tariffs in April. US p

“Pick a side,” says The Economist. While the US and China have smoothed over their own trade spat, US strategy has pivoted to pressuring “unfortunate third countries” to do the dirty work of isolating

Picking through a murky market outlook for the rest of 2025

Issue of the week: renewed tariff turmoil ...

Europe has been a winner while US has been a (relative) loser

WEIGHING THE PROSPECTS FOR A CONTINUED RECOVERY