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Investment Weekly

Value in Asia Tech
01 August 2025
    Articles

    Chart of the week – Value in Asia Tech

    Chart of the week – Value in Asia Tech

    This week’s deluge of economic data coincided with a peak in Q2 US profits season announcements. The key takeaway is that growth is steady despite uncertainty over policy and tariffs, and that companies are beating relatively low expectations. Another theme dominating attention is the influence of AI on both the market and macro environment.

    More from this week:

    Market Spotlight

    • Power play

    Lens on…

    • Fed holds firm
    • Bonds beyond the US
    • Japan’s policy tightrope

    Read the full commentary PDF, 553KB

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