The Nikkei 225 has reached unprecedented heights in July 2025, marking a 40-year high driven by weak yen tailwinds and robust export earnings. This explainer dives into the factors behind this milestone, explores its implications for investors, and highlights key…
The Johannesburg Stock Exchange (JSE) All Share Index is one of South Africa’s most important financial market indicators. It tracks the performance of the top 100 companies listed on the JSE by market capitalization and liquidity, providing investors with a…
An accelerated wave of share repurchases by the world’s largest companies has become impossible to ignore, marking a global buyback wave. This mega-cap buybacks trend—already north of $650 billion in new authorizations for 2025—has begun to distort the sector and…
The U.S. dollar has retreated for four straight weeks—a rare run in the post-pandemic era. This dollar weakness rotation has triggered a shift in global asset flows, steering capital from pricey U.S. growth names toward European cyclicals. The effect is…
The FTSE All-World Index, a free-float benchmark covering about 95 % of global market capitalisation, has hit fresh highs this quarter—but not for reasons that please every portfolio manager. U.S. mega-cap giants now account for more than 61 % of…
Japan’s flagship equity gauge has reclaimed territory last seen in 1986. A rapidly depreciating yen lifted exporters’ earnings, driving the Nikkei 225 above 40,000 in early June 2025. The move caps a 19 % year-to-date gain and underscores how currency…