In today’s briefing:
- US vs EU: Mutually Assured Destruction?
- Lee Jae-Myung Becomes the New South Korean President – Four Investment Themes That Could Outperform
- CX Daily: China’s Bank Deposit Insurance Plan Is Seen Needing New Support
- Canada: Policy Rate Held At 2.75% (Consensus 2.75%) in Jun-25
- Sri Lanka Rubber Product Exports Skid Amid Concerns Over US Tariffs

US vs EU: Mutually Assured Destruction?
- Section 899 is generally understood to be about leverage and deterrence.
- It is unlikely to be fully implemented due to the potential harm it could cause to the US.
- There are concerns about what could happen if the EU challenges this approach or if it is partially intended as a method to raise revenue.
Lee Jae-Myung Becomes the New South Korean President – Four Investment Themes That Could Outperform
- Now that Lee Jae-Myung has become new South Korean President, the uncertainty revolving who will lead South Korea in the next five years is now over.
- In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the market for the remainder of 2025.
- The four investment themes include Korean Holdcos/Quasi Holdcos, Korean Cultural Contents, Securities, and SK Group Companies.
CX Daily: China’s Bank Deposit Insurance Plan Is Seen Needing New Support
- Banks / Cover Story: China’s bank deposit insurance plan is seen needing new support In the spring of 2019, a quiet but historic event shook China’s banking sector: Baoshang Bank collapsed.
- It was the first true bank failure in the country since the founding of the People’s Republic, and the first real test of a deposit insurance system created four years earlier.
- That test would define the future of financial risk management in China.
Canada: Policy Rate Held At 2.75% (Consensus 2.75%) in Jun-25
- The Bank of Canada held its policy rate at 2.75%, as expected, but disappointed market participants who anticipated a dovish signal or rate cut, reflecting a cautious, data-dependent stance.
- Firmer-than-expected core inflation and persistent tariff-related cost pressures have offset the disinflationary effects of a softening domestic economy, prompting the Bank to be vague and non-committal about the potential for further rate cuts.
- The interest rate outlook remains highly uncertain, with future policy decisions hinging on the evolution of inflation, domestic demand, and the unpredictable trajectory of US trade policy.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
Sri Lanka Rubber Product Exports Skid Amid Concerns Over US Tariffs
- First quarter tire and tube exports fall by around 24% YoY
- SLAMERP asks Govt to talk tariff disparity with US
- CEAT’s share in OE tire market tops 90%