featured
Markets remained largely stable despite a tech selloff, with G10 currencies trading in narrow ranges and some emerging markets seeing modest gains. The British pound held firm after the Bank of England’s dovish stance, while the New Zealand dollar weakened on soft labor data. Investors now await a U.S. government shutdown resolution that could restore key economic data releases.
13/11/2025
The AI-driven chip rally still has room to run, according to analysts, with companies such as Nvidia, AMD, Broadcom, Taiwan Semiconductor, and Micron positioned to benefit from surging demand for AI infrastructure. While concerns over valuations and market exuberance persist, growing investment in AI data centers and the rise of AI agents are expected to support long-term growth across the semiconductor sector.
With US$40 million already committed, the Global Talent Fund is attracting investor attention with a strategy focused on building globally scalable consumer brands alongside high-profile talent.
Major U.S. banks remain upbeat about second-quarter performance despite geopolitical tensions, higher fuel prices, and ongoing disruptions in the Strait of Hormuz. Strong trading, investment banking, lending activity, and rising AI-related investment are helping drive revenue growth, while resilient consumer spending continues to support the sector.
Fitch Ratings warned that ongoing regional conflict are increasing pressure on Middle East credit ratings, disrupting supply chains and raising economic risks across the GCC. While no issuer downgrades have been recorded so far, several ratings have been placed on negative watch regarding several sectors.
01/06/2026
