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Beyond the AI rally

Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.

  • 8 mins

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Latest insights

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Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors.
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  • 18 mins
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In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined.
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