Global markets extended their sharp selloff on Friday, with Asian and European equities sliding and U.S. futures pointing lower as investors continued to dump richly valued tech stocks. Nvidia’s strong earnings failed to stem the declines, while the latest U.S. jobs report offered little clarity on the Fed’s rate path. Bitcoin also hit a 7-month...
Risk-On Investors Turn to Uganda as Frontier Debt Demand Surges
Global risk-on sentiment is pushing investors deeper into frontier markets, with Uganda emerging as an unexpected hotspot for yield seekers. Offshore holdings of Uganda’s local bonds have hit a record $2–2.7B (≈12% of total domestic debt), even though the country isn’t included in major JPMorgan indices. Why Uganda? But Frontier Risks Remain Broader Trend As...
Bitcoin Sinks to 7-Month Low as $1.2 Trillion Leaves Crypto Markets
Bitcoin and major crypto assets plunged on Friday as a global “flight from risk” hit markets.Bitcoin fell 5.5% to $81,668 — a 7-month low — while Ether dropped 6% to $2,661, with both down ~12% for the week. The selloff reflects rapidly deteriorating risk sentiment as lofty tech valuations come under pressure and expectations of...
UK Investment Trusts Near a Turning Point as Rates Fall and Activist Pressure Mounts
Britain’s long-neglected £380 billion investment trust sector may finally be approaching a structural shift. After three years of double-digit discounts, falling interest rates, upcoming policy incentives, and rising activist pressure are aligning to unlock long-suppressed value. Investment trusts — a backbone of UK markets for over 150 years — continue to trade at steep discounts,...
Global Equity Funds See 9th Week of Inflows as Earnings Boost Confidence
Global equity funds recorded their ninth consecutive week of inflows, with investors adding $4.43 billion in the week to Nov. 19, as strong Q3 earnings helped offset concerns over stretched tech valuations. UBS CIO Mark Haefele noted a “robust” earnings season led by tech but supported broadly across sectors. LSEG data shows profits from 4,448...
Foreign Investment Set to Rebound in India’s Equity Markets, Says Amundi
After a year of heavy foreign selling, Amundi — Europe’s largest asset manager with $2.67 trillion AUM — expects international investors to return to Indian equities as pressures ease and growth normalizes. Foreign investors have offloaded $16.4B in Indian stocks so far in 2025, the second-largest outflow on record, even as domestic institutions stepped in...
