Market Review November 2025
Risk assets continued to move higher in October, particularly in markets which are beneficiaries of AI investments. As expected, the Federal Reserve further cut rates by 25 bps in October. The markets were driven by positive US corporate result announcements. The easing of trade tensions between US
Market Review September 2025
Risk assets strengthened further in August across regions. Investor attention continued to focus on US corporate earnings announcement and Federal Reserve’s annual gathering at Jackson Hole for clue on interest rate decision. Fed chair Jerome Powell suggested the balance of economic risks had shifted, potentially warranting an
Market Review August 2025
Risk asset trading volatility remained high across regions. Investor attention continued to focus on US tariffs development. The start of the corporate results announcement season saw some good numbers which brought cheers to US investors. The markets reacted positively, registering broad-based gains across risk assets. The World
Market Review July 2025
Risk asset trading volatility remained high across regions, brought about by escalation in Israeli-Iranian conflict. Israel launched pre-emptive aerial bombardments of Iranian nuclear sites, and it was soon met with retaliatory strikes by Iran in Israeli cities. The situation took an ominous turn when the US joined