Doomsday risks are rising while stretched valuations reveal a troubling gap between markets and reality
Booming demand from generative AI and data centres is powering semiconductor growth while frothy valuations…
US debt and interest costs are surging to levels that have historically undermined great powers,…
Trump’s broad tariffs jolted markets, spiked uncertainty, and deepened a risky US‑China trade standoff
US exceptionalism has driven rich valuations, but stretched premiums make diversification vital
Trump’s unpredictable tariff moves risk higher inflation, weaker growth and volatile markets even as he…
Sustainable investing still offers strong long‑term potential despite hostile politics and weak near‑term sentiment
China’s debt hangover echoes Japan, but fresh stimulus is powering a sharp equity rebound
