By Tigris Asset Management | May 2025 The recently announced 90-day pause in tariffs between the U.S. and China marks the first major trade move of the second Trump administration. While it offers short-term relief to businesses and investors, the underlying tensions between the world’s two largest economies remain unresolved. This is not a pivot … U.S. China Tariff Pause: Tactical Reset or Strategic Stalemate?
Strategic Leverage can be a powerful investment strategy when used correctly. It enables investors to magnify exposure and returns, but poor application increases risk and volatility. This article explores when leverage creates value — and when it threatens capital. When Strategic Leverage Is Justified 1. Clear Return Above Cost of Capital When expected returns comfortably … Strategic Leverage: When It Works — and When It Doesn’t
US–China trade talks In the world of global finance, words are not cheap — they move billions. And this weekend, investors were hanging onto every word from Washington and Beijing as US–China trade talks resumed behind closed doors. While early feedback from both sides has been cautiously optimistic, markets remain nervously range-bound. Why? Because President … Why US China Talks, Trump’s Tariff Gambit, and Fed Patience Matter Now
India–Pakistan Ceasefire Breach: What It Is Telling Us By Tigris Asset Management In today’s post-truth geopolitical theater, are we witnessing the erosion of global credibility — and with it, market stability? On May 10, 2025, the world saw yet another flashpoint in South Asia unfold with dizzying speed. U.S. President Donald Trump unilaterally announced a … India Pakistan Ceasefire Breach: What It Is Telling Us
By Tigris Asset Management In 2025, the global approach to climate policy and ESG investing Asia is increasingly polarized. The United States, under President Donald Trump, has reversed many climate initiatives, withdrawing from the Paris Agreement and promoting fossil fuel development. In contrast, Europe continues to lead in ESG integration, with robust regulatory frameworks and … ESG Investing Asia Opportunities
By Tigris Asset Management In a significant development for Asia’s financial landscape, two prominent private credit funds have recently made headlines: Granite Asia’s Libra Hybrid Capital Fund and Synergy Capital’s Fund III. These funds underscore a growing trend in the region’s alternative financing sector, offering insights into evolving investment strategies and market dynamics. Granite Asia’s … Asia’s Private Credit Surge: What it Signals for Investors
Introduction In a surprising turn of events, President Donald Trump has suggested implementing an 80% tariff on Chinese goods, a significant reduction from the current 145% rate. This proposal comes just ahead of high-stakes trade talks between the United States and China scheduled to take place in Switzerland. The announcement has sent ripples through global … Trump’s Bold 80% Tariff Proposal: A Strategic Move or Economic Gamble?
By Tigris Asset Management | May 2025 Markets are firing on all cylinders. Bitcoin crossed the $100,000 mark once again, US equities extended gains, the VIX fell, and US treasuries sold off hard. Better-than-expected jobless claims added fuel to the USD’s breakout, as traders continue to pare back expectations for a Fed rate cut in … Bitcoin Crossed $100K, Equities Rally, USD Surges
By Tigris Asset Management | May 2025 In a coordinated move to boost domestic liquidity and stabilize market sentiment, the People’s Bank of China (PBoC)has announced sweeping easing measures just as top-level US-China trade talks are set to resume this week in Switzerland. The moves are being interpreted as both a pre-emptive growth defense and a diplomatic overture — a … PBoC Rate Cut as US-China Trade Talks Resume
By Tigris Asset Management | May 2025 Private credit demand continues to dominate alternative asset flows and the numbers don’t lie. In Q1 2025 alone, Ares Management raised $20 billion, pushing its total assets under management to $546 billion, a 27% year-on-year jump. This isn’t just a win for Ares. It reflects a seismic shift in investor behavior and … Private Credit Demand Surges: Ares Raises $20B in Q1 2025