We are only into the third month of 2025, but a lot of major changes have taken place. For one, Donald Trump’s presidency is causing great turmoil around the world. His tariffs have angered many countries, which have vowed or launched retaliations. His policies on Ukraine and the Western European countries are a complete change from his predecessor, creating great uncertainty on the European continent and the Western world. These could have long-term negative repercussions. Before that, the release of DeepSeek’s R1 AI model in Jan has shocked the conceited Western world and intensified competition between US and China. Stubbornly high US inflation rate has led the US Federal Reserve to pause its rate-cutting plan, with no clear sign of when will be its next move. US stocks have lost their lustre while Chinese stocks are now the main attraction. 

Given the said developments, how should one position his/her investment ? Capital Dynamics is organising a gathering for investors of the funds it manages on 15 Mar 2025. Apart from updating the performance of the funds, participants will hear Teng Boo share his candid opinions on the challenging events mentioned above. This is a precious opportunity to pick Teng Boo’s brain. Please visit https://events.icapital.biz/landing-page/2025-fund-gathering/ to register your participation. Each investor may bring up to 2 guests.