CK Hutchison’s $19 Billion Panama Port Deal Hits Geopolitical Turbulence

CK Hutchison Holdings, controlled by billionaire Li Ka-shing, has delayed the signing of its Panama port deal, which was initially expected to be finalized next week. The conglomerate will not proceed with the official signing of the agreement to sell its two strategic ports at the Panama Canal to a BlackRock-led consortium as previously anticipated

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German Luxury Automakers Face €3.4 Billion Blow from Trump’s 25% Auto Tariffs

Porsche AG and Mercedes-Benz Group AG are facing significant financial challenges due to President Donald Trump’s newly announced auto tariffs. The 25% tariff on imported vehicles, set to take effect on April 3, 2025, could potentially cost these German automakers €3.4 billion ($3.7 billion)

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Novo Nordisk’s P/S Ratio Hits 5-Year Low: A Rare Buying Opportunity?

Novo Nordisk A/S $NVO is currently trading at its lowest price-to-sales ratio since March 2020.

This is the biggest company in Europe, and they hold a significant portion of the obesity care and diabetes market.

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China Sees Surge in New Foreign Ventures Despite FDI Slowdown

In 2025, FDI inflows into China have significantly decreased compared to previous years:
1.In January, FDI inflows were approximately 97.59 billion yuan, down 13.4% year-on-year.

2.For January-February, actual FDI reached 171.21 billion yuan (about 23.87 billion U.S. dollars), a 20.4% decline from the previous year.

However, there are positive signs:

1.7,574 new foreign-invested enterprises were established in the first two months, reflecting a 5.8% year-on-year growth.

2.High-tech sectors such as e-commerce services (up 33.5%), biopharmaceutical manufacturing (up 22.9%), and smart consumer equipment manufacturing (up 40.7%) saw increased FDI.

3.Investments from the UK, Germany, and South Korea rose by 87.9%, 54.7%, and 45.2%, respectively, during the same period.

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East Embraces Open Trade as West Retreats: Boao Forum Challenges US Protectionism”

In March 2025, two contrasting approaches to global trade emerged:

1.US Protectionism: President Trump announced a 25% tariff on imported automobiles and auto parts, effective April 3. This could raise vehicle prices by $4,000-$15,000 and disrupt global auto production

2.Asian Cooperation: The Boao Forum for Asia (BFA) opened on March 28 in Hainan, China, gathering 1,500+ representatives from over 60 countries. Chinese Vice Premier Ding Xuexiang advocated for mutual trust, win-win cooperation, and free trade

The BFA serves as a platform for Asian nations and global partners to reaffirm commitment to open markets and collaboration, contrasting with the US’s protectionist stance in an increasingly complex international landscape

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India’s Market Marvel: MSCI Index Unveils a Golden Opportunity for Investors

India’s stock market, as represented by the MSCI India index, presents a remarkably attractive investment opportunity:

1. Attractive Valuation: Trading at approximately 21 times forward earnings

2. Strong Growth Outlook: Consensus forecasts project high-teens percentage earnings growth for 2025

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Breaking Barriers: Singapore’s Straits Times Index Soars Past 4,000 for First Time in History

The Straits Times Index (STI) has achieved a historic milestone by crossing the 4,000-mark for the first time on Friday, March 28, 2025. This breakthrough comes after the index had been steadily climbing, setting new records in recent months

Key details:

•The STI reached an intraday high of 4,005.18 shortly after the market opened
•By 9:51 AM, it had slightly retreated to 3,981.75, with 238.6 million shares worth S$281.7 million changing hands
•This achievement follows a previous record set just a day earlier on March 27, when the index reached 3,991

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Trump Organization’s Vietnam Ventures: Multi-Billion Dollar Golf and Hotel Projects Set to Reshape Southeast Asian Landscape

Trump Organization’s Vietnam Ventures: Multi-Billion Dollar Golf and Hotel Projects Set to Reshape Southeast Asian Landscape

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Fed’s Inflation Gauge Set to Illuminate Economic Horizon

The U.S. PCE Price Index data for February 2025 will be released on Friday, March 28, at 8:30 a.m. EDT.

Key expectations:

•Headline PCE:

•Monthly: +0.3% (unchanged)

•Year-over-year: +2.5% (unchanged)

•Core PCE:

•Monthly: +0.3% (unchanged)

•Year-over-year: +2.7% (up from 2.6%)

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US Trade Deficit Soars to Unprecedented $301 Billion as Tariff Fears Spark Import Frenzy

The US just posted a 2-month goods trade deficit of $301 BILLION as companies attempt to front-run tariffs

We have rarely ever seen a 2-month trade deficit even HALF as large, a CLEAR sign of panic

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