Fortune
The CEO playbook for a more dangerous world
Global business leaders are increasingly forced to rethink risk management as geopolitical instability, supply chain fragility, and regulatory uncertainty redefine the competitive landscape. The modern CEO must now operate less like a pure profit optimizer and more like a strategic risk officer, balancing shareholder demands with an unpredictable world order. The executives who thrive will be those who build resilience into their organizations before the next crisis hits — not after.
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Bloomberg
Oil Prices Are Wrong, Says JPMorgan’s Jack Caffrey
Oil prices are mispriced according to JPMorgan Asset Management's Jack Caffrey, who argues current levels fail to accurately reflect underlying market conditions. The disconnect between oil valuations and equity market signals creates both risk and opportunity depending on your investment horizon. For traders and long-term investors alike, getting the oil call right could prove pivotal to portfolio positioning in the months ahead.
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Bloomberg
Philippines’ PLDT Seeks Up to $400 Million From REIT Listing
PLDT is moving to monetize its data center infrastructure through a REIT listing targeting $300–$400 million, capitalizing on surging global appetite for AI and tech-related assets. The move allows the Philippine telecom giant to unlock capital tied up in physical infrastructure while retaining operational control. It signals growing momentum in Southeast Asia's data center market as investors chase exposure to the region's digital buildout.
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