Author: Charlotte

Financial distress in Hong Kong’s commercial property market has moderated but not been completely eliminated, analysts say, with highly leveraged asset owners still expected to find refinancing their loans a challenge.The city’s office and retail property segments have been mired in a multi-year slump, with new supply outstripping demand in recent years as consumption slowed and interest rates surged, triggering loan defaults.“We do not expect defaults will increase noticeably from this time point, with transaction activity remaining relatively resilient, and much of the valuation correction has already been reflected in pricing,” said Thomas Chak, head of capital markets and investment…

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Robbie Mitchnick believes bitcoin is rising amid fears of a U.S. debt crisis.  He still maintains that the leading cryptocurrency is a hedge asset.  The expert also does not share concerns about delays to the CLARITY Act.  Bitcoin’s rebound to above the $80,000 level is driven by the macro backdrop — in particular, around U.S. government debt — which often benefits hedge assets. BlackRock’s head of digital assets, Robbie Mitchnick, said this in an interview with CNBC.  Mitchnick noted a “turnaround” in investor sentiment, saying that such rebounds have historically been typical of periods of market depression.  “Bitcoin is inherently…

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This article was written byFollowMaxell Agustin Aguiran is an independent equity researcher and quantitative analyst who leads a predictive analytics consulting firm. He produces rigorous, primary-source equity research focused on valuation, market-implied expectations, earnings quality, capital allocation, and asymmetric risk-reward. His process combines DCF, FCFF, residual-income, reverse-DCF, scenario, sensitivity, and price-implied expectations analysis with transparent assumptions and fully traceable calculations. Each thesis explains what the market is already pricing in, what must occur for that price to be justified, and where the greatest upside and downside risks lie. Follow for evidence-based investment research and the math behind every rating—not hype,…

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On this episode of The Long View, our guests were Andy Clarke and Nelson Wicas, co-authors of The Architecture of Wealth: The Art and Science of Portfolio Construction. Andy is an investment researcher and writer who has worked at Morningstar and Vanguard. Nelson has developed and managed quantitative equity strategies for more than 30 years. They shared their insights on working with Jack Bogle and decades of research on diversification, indexing, and active management.Here are a few excerpts from our conversation with Andy and Nelson.How Behavioral Biases Shape Investment DecisionsAmy Arnott: The book also has a section about behavioral finance.…

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BitcoinWorldCoinShares CEO Warns: Crypto Rebound Masks Lack of Utility in Many Projects As the cryptocurrency market experiences a sharp rebound, CoinShares CEO Jean-Marie Mognetti has cautioned investors against conflating rising prices with genuine value. In remarks reported by CoinPost, Mognetti warned that many digital assets are climbing simply because risk appetite is returning, not because their underlying fundamentals have improved. Market Rebound vs. Fundamental Value Mognetti noted that investor sentiment had been at one of its lowest points in recent years just a month ago. The recent uptick in prices, he argued, does not signify that every cryptocurrency now possesses…

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Singapore and Kazakhstan are very dissimilar countries. Singapore is a tiny island, a maritime nation surrounded by water, bereft of natural resources. Kazakhstan is a vast, landlocked country, rich in all kinds of energy and minerals in the ground. We are 6,000km apart – one in the Asia-Pacific, the other in Central Asia.Yet, we do share certain things in common. Both have neighbours much bigger than ourselves. Both gained independence after splitting off from larger federations, and yet retain close ties with them – Kazakhstan from the former Soviet Union; Singapore from Malaysia. We both seek good relations with our…

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Pi Network is building more technology than ever, but the market remains unconvinced. PI▲$0.1182 crypto is trading around $0.09 after repeatedly failing to hold above $0.10, leaving the token roughly 97% below its February 2025 all-time high of $2.99. That looks particularly striking because Pi Network is no longer merely a mobile-mining niche product. Its Open Network has been live since February 2025, and Pi Nodes are experimenting with AI and distributed-computing use cases. Related: What Is Seeker Crypto? The SKR Token Behind Solana’s New Crypto Phone The question is whether any of that utility can create enough demand to…

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Pre-fabricated concrete modules were craned into place to build the structural core of Graya’s Enclave tower at Broadbeach in just 48 hours It took a 3am police escort, rolling road closures, and just 48 hours to drop a 15-storey luxury tower core directly onto the Gold Coast skyline. Brisbane-based developer Graya trucked in massive pre-cast modules to assemble the spine of its boutique Enclave tower in a fraction of the usual time, leaving locals rubbing their eyes in disbelief. The 15 concrete cubes, each weighing 68 tonnes and prefabricated in Ipswich, were suspended by crane against the ocean backdrop as…

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Crescent Capital Group, an alternative credit investment firm, completed the final close of its second captive collateralized loan obligation (CLO) equity fund, Crescent CLO Equity Funding II, with $232 million in commitments. The fund doubled the size of its predecessor, Crescent CLO Equity Funding I, which closed in 2018 with $103 million in commitments. Institutional investors, including global insurance companies and pension funds, participated in the close. CLO Equity Funding II will focus primarily on investments in control positions of Crescent CLOs, while also providing flexibility to opportunistically invest in the debt of Crescent CLOs as well as third-party CLOs.…

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