Moody’s US Credit Downgrade 2025: Market Sentiment Sours as Asia Opens LowerBy Tigris Asset Management | May 2025 The Moody’s US credit downgrade to AA1 from AAA over the weekend has reignited investor concerns about fiscal sustainability, sovereign credibility, and the potential return of the “Sell America” trade. Asian equity markets opened lower, while S&P …
By Tigris Asset Management | May 2025 The April 2025 CPI and US-China tariff truce offered some optimism, but the signals remain far from clear. While equity markets extended gains, volatility fell, and risk assets rallied, deeper structural questions remain. Is this a moment of genuine momentum — or just another pause in a confusing …
May 2025 | Global Insight on U.S. Global Leadership Global leadership doesn’t end with a bang. It erodes in stages — through mismanaged debts, broken domestic trust, fraying alliances, and a rising competitor that moves with greater clarity. That’s the world we are stepping into now. Amid headline-grabbing trade deals and diplomatic tours, deeper currents …
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 …
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 …
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 …
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 …
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 …
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 …
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 …