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Knight Asia Newsletter August 2025
Asian equity markets traded higher in August, with the MSCI AC ASEAN Index up +3.4% (YTD +9.0%), the Hang Seng Index up +1.5% (YTD +25.0%), the MSCI Asia Ex Japan down -1.1% (YTD +17.0%), and the Thai SET Index (USD) up +1.5% (YTD -3.0%). As global markets continue to digest the effect of higher […]
Knight Asia Newsletter July 2025
Asian equity markets rallied in July on actual and anticipated US tariff agreements, with the MSCI AC ASEAN Index +1.9% (YTD +5.4%), the Hang Seng Index +2.9% (YTD +23.5%), the MSCI Asia Ex Japan +2.3% (YTD +15.7%), and the Thai SET Index (USD) +12.9% (YTD -4.4%). The month saw many US “trade deals” done […]
Knight Asia Newsletter June 2025
Asian currencies and equity markets rallied in June with the FTSE Vietnam (USD) +2.6% (YTD +18.4%), the MSCI AC ASEAN Index +0.0% (YTD +3.4%), the Hang Seng Index +3.4% (YTD +20.0%), the MSCI Asia Ex Japan +5.7% (YTD +13.1%), but the Thai SET Index (USD) fell -3.9% (YTD -15.3%). Uncertainty over US trade tariffs […]
Recent News
Knight Asia Newsletter August 2025
Asian equity markets traded higher in August, with the MSCI AC ASEAN Index up +3.4% (YTD +9.0%), the Hang Seng Index up +1.5% (YTD +25.0%), the MSCI Asia Ex Japan down -1.1% (YTD +17.0%), and the Thai SET Index (USD) up +1.5% (YTD -3.0%). As global markets continue to digest the effect of higher […]
Knight Asia Newsletter July 2025
Asian equity markets rallied in July on actual and anticipated US tariff agreements, with the MSCI AC ASEAN Index +1.9% (YTD +5.4%), the Hang Seng Index +2.9% (YTD +23.5%), the MSCI Asia Ex Japan +2.3% (YTD +15.7%), and the Thai SET Index (USD) +12.9% (YTD -4.4%). The month saw many US “trade deals” done […]
Knight Asia Newsletter June 2025
Asian currencies and equity markets rallied in June with the FTSE Vietnam (USD) +2.6% (YTD +18.4%), the MSCI AC ASEAN Index +0.0% (YTD +3.4%), the Hang Seng Index +3.4% (YTD +20.0%), the MSCI Asia Ex Japan +5.7% (YTD +13.1%), but the Thai SET Index (USD) fell -3.9% (YTD -15.3%). Uncertainty over US trade tariffs […]