global markets

THE BOTTOM LINE

The best time to buy quality stocks is now

It is a generational opportunity in otherwise bubbly markets

While the BOJ left its benchmark interest rate unchanged last week, inflation has already pressured three hikes since March 2024, at a time when counterparts abroad cut rates.

Japan’s US$132 billion borrowing binge reshapes global credit

The country’s firms that had hoarded cash for years when growth was stagnant are now ramping up spending and acquisitions, making them some of the busiest drivers of global dealmaking this year

China is responsible for 70% of the world’s mined rare earths and more than 90% of permanent magnets made with the minerals.

Xi’s rare earth ‘bazooka’ sparks global alarm, race for supplies

The latest move caps years of expansion in Beijing’s export control regime

After months of ructions and tempered forecasts, Wall Street strategists are taking an optimistic tone on US stocks for the second half.

What traders have gotten wrong in 2025

Trump’s tariff and tax policies test assumptions on the US dollar, markets and bonds

Even at the lower levels, the levies remain “pretty extreme”, Dimon says.

JPMorgan’s Dimon warns markets are underestimating geopolitical, inflation risks

The Trump administration’s fast-changing tariff policies sent markets spiralling on recession fears and concerns about the safety of US assets

With hopes riding high that the US economy can avoid a recession, traders now expect the Federal Reserve to lower rates just twice in 2025.  

‘Buy America’ sweeps across global markets after trade talks”

Trade pressures are already starting to hit businesses, with companies from United Parcel Service to Ford Motor to Mattel withdrawing guidance, citing tariff uncertainty that’s getting too hard to nav...

Xi has resisted getting on the phone with Trump and his government is demanding a removal of “reciprocal” tariffs, even as the US insists the other side takes the first step in de-escalating.

Xi is trying to turn world against US as Trump cuts deals

China is casting itself as a champion of the rules-based order and is calling on other countries to stand with Beijing against Washington

Trump has also closed a trade loophole that had allowed low-value packages from China to enter the US duty-free.

China says ‘market has spoken’ after US tariffs spark sell-off

Trump has introduced additional 34 per cent tariffs on Chinese goods as part of steep levies imposed on most US trade partners

The euphoria surrounding AI is centred around a small group of tech companies that are among the most profitable and financially stable corporations in the world.

Stumbling stock market raises spectre of dot-com era reckoning

Stocks are starting to sink, with the Nasdaq 100 losing more than 10 per cent to fall into a correction and the S&P 500 briefly dropping to that level

The levies add to an already difficult time for carmakers that are grappling with weaker demand in key markets.

Global car tariff pain spreads from Asia to the US

Trump’s 25 per cent tariffs on goods from Mexico and Canada are throwing decades-old supply chains into question