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
By Tigris Asset Management | May 2025 Singapore’s manufacturing Purchasing Managers’ Index (PMI) falls to 49.6 in April, dipping below the neutral 50-point mark for the first time in six months. While the move may seem incremental, it signals contraction—and in the broader context of rising global tariffs, fragile external demand, and shifting monetary dynamics, it’s … Singapore PMI Falls to 49.6 – Implications for Growth
By Tigris Asset Management | May 2025 In today’s volatile global environment, figuring out where to invest in 2025 is no longer about simple diversification. Investors need a sharp, forward-looking approach that captures opportunity, protects against downside, and reflects the new macroeconomic regime. At Tigris Asset Management, we build positive alpha portfolios — strategies designed to deliver not just … Where to Invest in 2025: A Positive Alpha Manager’s Playbook
By Tigris Asset Management | May 2025 The idea of a Strategic Bitcoin Reserve is no longer confined to crypto Twitter threads — it’s now part of a formal discussion within U.S. federal policy. On March 6, 2025, former President Donald Trump issued an executive order directing the U.S. Treasury to evaluate the feasibility of establishing a … Strategic Bitcoin Reserve: Symbolic Gesture or Policy Shift?