Equity

The global luxury market is poised for a renewed upturn from 2025 onward. With global demand expected to expand 3–6% annually, easing tariff pressures and a gradual Chinese rebound create a compelling re-entry point for investors. Luxury brands are entering a new phase of strategic evolution — reaffirming heritage, elevating craftsmanship, and strengthening direct client relationships through data-driven personalization and digital engagement. Operational discipline and dive

While the IMF revised 2025 global growth slightly upwards to 3.0%, China’s outlook improved significantly to 4.8%, highlighting relative resilience amid US and Europe remaining nearly unchanged. While most economies are still grappling with stubborn inflation, China is targeting reflation - a tailwind that supports both economic growth and financial assets. The PBoC has injected significant liquidity into money markets in recent months, stabilizing credit conditions and pushi

The global telecom sector is entering its next phase. After years of heavy 5G rollout spending, operators are shifting from network...

After months of consolidation, gold prices are showing signs of breaking higher. Technical indicators point towards this momentum shift,...