For those craving access to real information, this issue will reveal valuable investors' insights, such as: the Philippines and Australia’s cautious pauses reflect election cycles and global volatility. In Asia, shifting policies are fueling a push for localization and innovation in healthcare and tech. In India, recent tariff changes are redrawing the competitive map, with pharma maintaining its edge.
What’s happening in the Philippines?
Jose Luis Dabao, President at Pasudeco, shared that uncertainty is dominating the investment landscape as global economic shifts continue to ripple through the region. With the Philippines’ supply chains deeply intertwined with global systems, many investors are taking a cautious, wait-and-see approach. Jose noted that a three to six-month pause is expected as stakeholders assess how global developments will affect domestic consumption and long-term business planning.
What’s happening in Australia?
Craig Astill, CEO at the Caason Group, shared that Australia is in a period of economic pause as it approaches a federal election. With the government operating in caretaker mode, significant policy shifts and investments are on hold. At the same time, global market volatility is reinforcing investor caution. Craig noted that Australia’s position in global trade remains complex, but the coming months will offer more clarity on economic direction and potential opportunities as both political and market dynamics settle.
What’s happening in Spain?
Marta Albert, Principal at QG Family Office, shared that Spain, like much the rest of of Europe, is navigating a period of market volatility marked by rapid shifts in sentiment from fear to greed. She emphasized that while external triggers continue to fuel uncertainty, experienced investors are choosing to stay the course and avoid reactive decision-making. Marta advises rising above short-term noise and focusing on long-term strategies, as these emotional market swings are affecting investor behavior across the board, not just in Spain.
What’s happening in the United States?
Anthony Jarrin, CEO at The Cannaregio Group, shared that the U.S. is facing a period of economic strain, but one that may also unlock new waves of innovation. Reflecting on past crises, from the 1980s to the pandemic, Anthony emphasized the importance of staying grounded within one’s area of expertise and maintaining long-term vision. He encouraged investors to see the current climate as a potential reset, noting that downturns often give rise to transformative industries. While acknowledging the frustration of politically driven disruptions, he remains optimistic about the opportunities that emerge through resilience and strategic patience.
What’s happening in Asia?
Sebright Chen, Chairman and CEO at Summer Atlantic Capital, shared that evolving policies across Asia are reshaping investment strategies, particularly in the healthcare and technology sectors. In markets like China and Southeast Asia, local data protection laws, domestic innovation incentives and rising geopolitical tensions are accelerating a shift toward self-reliance in core technologies and biopharma capabilities. Sebright noted that these developments are prompting investors to rethink market entry and partnership strategies, with a growing emphasis on localization. While the landscape is complex, it also presents new opportunities for those agile enough to adapt to changing regulatory and policy environments.
What’s happening in India?
Ambuj Mathur, Managing Partner at Indite Ventures LLP, shared that India is facing mixed signals in its current investment environment. While the government has taken a calm stance amidst global tensions, reducing tariffs in some areas, these measures have had uneven effects across industries. Ambuj noted that some tariff cuts have inadvertently hurt domestic companies and the lack of a strong policy response may impact competitive sectors in the medium to long term. Still, he sees a silver lining in healthcare, particularly pharmaceuticals, where India remains a global leader in generics and is steadily climbing the value chain. For now, the market sentiment suggests relative resilience, but with underlying structural risks that demand attention.
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