Keep pulling the thread on Middle East.
The buildout of AI infrastructure, including data centers, is expected to create significant and real demand for both commodities and energy.
June Bailoo predicts that recent changes to negative gearing and capital gains taxes in Australia will cause house prices to fall by approximately 5% in the next 12 months.
Philippines Defense Secretary Gilberto Teodoro identifies China as a potential aggressor due to its expansionism in the West Philippine Sea.
In the event of a conflict over Taiwan, the Philippines' primary role will be to defend its own sovereignty and territorial integrity, with its specific actions depending on China's behavior.
The Philippines is developing contingency plans for a potential Taiwan conflict, which include the possible repatriation of 200,000 Filipino citizens residing there.
Due to its One China policy, the Philippines' Department of Foreign Affairs and Department of National Defense are not permitted to engage with their counterparts in Taiwan.
A secrecy of information agreement with Japan is a prerequisite for the Philippines to be able to purchase Japanese defense equipment.
Oil prices climbed due to elevated tensions in the Middle East and a lack of breakthrough in ceasefire negotiations.
June Bailoo of 10Cap believes the market's forward movement is primarily dependent on falling oil prices, as it is trading based on inflationary expectations.
June Bailoo predicts that oil prices will remain elevated in the near term because it will take time to clear the backlog of ships caused by regional conflicts.
According to June Bailoo, price increases already implemented by manufacturers and consumer companies will likely keep inflationary pressure elevated for a long time.
10Cap's investment strategy favors "picks and shovels" companies within the AI supply chain, where they see guaranteed real demand for years to come.