The View – Crosspoint Capital Asia – May 2026
June 7, 2026 2:37 amThe macro backdrop of 2026 is defined by two powerful and simultaneous impulses: the economic aftershocks of geopolitical conflict and an intense technology cycle reshaping...
Author: adminnext
The View – Crosspoint Capital Asia – April 2026
May 4, 2026 9:32 amWe reiterate our constructive stance on U.S. equities. The combination of a structurally superior real business cycle and a persistent energy cost advantage continues to differentiate...
The View – Crosspoint Capital Asia March 2026
April 12, 2026 12:30 pmMarkets remain dominated by the US–Iran conflict and its global spillovers, with energy shocks, supply chain disruptions, and policy uncertainty driving cross-asset volatility. Oil price swings, equity drawdowns,...
The View – Crosspoint Capital Asia February 2026
April 12, 2026 12:23 pmLast month, we flagged that the post-War institutional order was eroding and that such an environment was supporting structural exposure to defense, weapons systems, rare earths, and...
The View – Crosspoint Capital Asia January 2026
February 2, 2026 4:09 pmA Regime Shift in Liquidity, Geopolitics, and Technology January 2026 marks a clear inflection point. The global economic and geopolitical framework established in the 1970s...
The View – Crosspoint Capital Asia December 2025
December 25, 2025 6:17 amDear readers, this is our inaugural monthly. We will keep it short, giving the main macro-economic and market structure, mapping the road ahead with clear...