According to the International Monetary Fund, global growth is set to decelerate modestly over the next two years reflecting structural headwinds despite pockets of resilience. Key Takeaways Global growth projected at ~3.2% in 2025 and ~3.1% in 2026. Advanced economy growth is expected around ~1.5% while emerging markets growth just above ~4%. Implications & Risks Slim margins for error: slow growth limits policy room and increases the importance of non-cyclical investment th

Asian equity markets opened the week strongly, with Nikkei 225 jumping nearly 2.9% after a new Japanese coalition government was announced. Meanwhile, China’s GDP data offered mixed signals. Key Takeaways The Nikkei rose ~2.9% to a record 48,970.40 on optimism about pro stimulus policy moves. China’s annual GDP growth clocked in at ~4.8% in the latest quarter. Other Asian indices: Hong Kong’s Hang Seng +2.5%; South Korea’s Kospi +1.3%. Implications & Risks Easing trade tensio

Global hedge funds are making a strong comeback in the Hong Kong equity market, reengaging in local listings at the highest rate since 2021. This signals renewed confidence in Asian capital markets after a period of relative dormancy. Key Takeaways Hedge fund participation in Hong Kong IPOs has risen to ~14% of total flows, approaching 2021 levels. Financial Times The shift comes as firms like Oaktree Capital Management and Millennium Management act as cornerstone investors i

The U.S. regional bank sector is undergoing consolidation as banks seek scale, diversification and resilience in a competitive environment. These strategic moves could reshape regional-banking dynamics and impact commercial banking markets more broadly. (Financial Times) Key Takeaways Fifth Third Bank announced an ~$10.9 billion acquisition of Comerica Incorporated, which would create the ninth-largest U.S. bank by assets if approved. (Financial Times) The merger aims to boos

Banking markets particularly regional banks in the U.S. are grappling with rising risk perceptions as exposures to non-bank credit and deteriorating loan pools come under scrutiny. Meanwhile, the private credit sector is growing rapidly but remains lightly regulated, prompting systemic risk concerns. (Financial Times) Key Takeaways The IMF warns U.S. and European banks have ≈ $4.5 trillion exposure to hedge funds and private credit firms, potentially amplifying stress in down

Introduction The global economy is entering a phase of sluggish expansion, with advanced economies stuck in low-growth territory and emerging markets facing headwinds from both policy shifts and structural constraints. Recent data suggest that while the situation has slightly improved from earlier expectations, the broader landscape remains subdued and uncertain. (IMF) Key Takeaways Global GDP growth projected to slow to 3.2 % in 2025 and 3.1 % in 2026. (IMF) Advanced economi

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Introduction Qatar National Bank (QNB) has officially adopted JPMorgan’s Kinexys blockchain  to enhance corporate payment systems. The...

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Introduction Nebius, a key NVIDIA supplier, saw its shares skyrocket 48% following the announcement of a major artificial intelligence...

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Introduction Warren Buffett’s Berkshire Hathaway has accumulated a record cash reserve, raising concerns about possible market...

Introduction Investors are closely watching the stock performance of tech giants Microsoft  and Meta  as both companies navigate evolving...

Introduction U.S. stock markets experienced fluctuations as investors anticipate Nvidia’s upcoming earnings  report. Indices including...