China, Japan, India, ASEAN markets and policy signals.
Kenya
Kenya links with Indonesia ahead of IndoNEX 2025; USDKES=X volatility could compress as flows diversify while Indonesian risk appetite tracks ^JKSE and EIDO, signaling potential FDI into Kenya’s manufacturing and renewable energy chains.
United States
A $19 billion liquidation across BTC-USD, ETH-USD, and SOL-USD exposed how algorithmic margin systems turned volatility into reflexivity, rewarding two Hyperliquid traders who monetized speed as the market imploded.
China
China’s probe into Qualcomm [NASDAQ:QCOM] over its USD 350 m Autotalks deal signals a power shift in global regulation. For Africa, it mirrors the rise of enforcement sovereignty as developing economies redefine who sets the rules of global markets.
China
China’s equity markets have entered an unexpected rebound, drawing global attention as policy momentum, liquidity support, and investor sentiment converge. The Shanghai Composite Index (SHA:000001) closed near 3,670, up roughly 9 percent year-to-date, while the Shenzhen Component (SHE:399001) and ChiNext (SHE:399006) each gained over 1
Asia-Pacific
HSBC (LON: HSBA, NYSE: HSBC) eyes full buyout of Hang Seng Bank (HKG: 0011) in a USD 37 bn move that could reshape Asia’s banking map. Hang Seng +9 %, HSBC +3.4 %, CET1 near 14.6 %, ^HSI +1.2 %. A strategic bet on Hong Kong’s stability amid global capital strain.
Global Markets
Kazuo Ueda faces a defining test as Japan edges toward ending decades of ultra-easy policy. With inflation steady, wages fragile, and the yen sliding (USD/JPY: JPY= 147.7), global markets brace for ripple effects from Tokyo to Johannesburg.
Policy & Economy
Ørsted (ORSTED.CO) shares jumped after a U.S. court revived its $5B Revolution Wind project, averting $1B+ in losses. The ruling eases near-term risk but political uncertainty, cost inflation, and sector-wide PPA strains mean the stock’s bounce looks more like relief than re-rating.
Markets
China Mobile (0941.HK) is pushing iSolutions, a one-stop enterprise digital bundle built on its subsea cables and global PoPs. Can a telco challenge hyper-scalers like AMZN, MSFT, GOOGL, and 9988.HK? Execution, regulation, and margin pressure will decide if this pivot is disruption or branding.
Policy & Economy
Global chips hit USD 697B in 2025, with Taiwan holding 64% foundry share and exports at USD 165B. Africa imports 95%+ of chips, making South Africa’s alignment pivotal as China eyes a USD 100B fab push into emerging markets.
Policy & Economy
Russia’s record $712.6B reserves boost BRICS optics, but sanctions and liquidity traps reveal limits. Gold’s rally (XAUUSD $2,650) and yuan reliance (USDCNY 7.30) fuel talk of a BRICS currency—yet governance and credibility hurdles keep it a mirage.