The View – Crosspoint Capital Asia – July 2026
Last month we described a market priced for perfection, narrowly led and structurally fragile, and explained why we had begun,
By transforming raw data into a definitive picture of upcoming trends, consumers' evolving needs, and the dynamic business landscape, Crosspoint Capital Asia's Market Insights ensures your steps are strategic, informed, and actionable.
The View – Crosspoint Capital Asia – June 2026
Last month we argued that the market’s calm was borrowed, not earned — that an extreme positive-gamma configuration, of the
The View – Crosspoint Capital Asia – May 2026
The macro backdrop of 2026 is defined by two powerful and simultaneous impulses: the economic aftershocks of geopolitical conflict and
The View – Crosspoint Capital Asia – April 2026
We reiterate our constructive stance on U.S. equities. The combination of a structurally superior real business cycle and a persistent energy
The View – Crosspoint Capital Asia March 2026
Markets remain dominated by the US–Iran conflict and its global spillovers, with energy shocks, supply chain disruptions, and policy uncertainty driving cross-asset
The View – Crosspoint Capital Asia February 2026
Last month, we flagged that the post-War institutional order was eroding and that such an environment was supporting structural exposure to defense,
The View – Crosspoint Capital Asia January 2026
A Regime Shift in Liquidity, Geopolitics, and Technology January 2026 marks a clear inflection point. The global economic and geopolitical
The View – Crosspoint Capital Asia December 2025
Dear readers, this is our inaugural monthly. We will keep it short, giving the main macro-economic and market structure, mapping
