Market Commentary

InvestorDaily 2025 kicked off with the emergence of DeepSeek-V3, a cost-effective AI model from a Chinese start-up, which sent ripples through global markets and signalled a shift towards an emphasis on not only power but efficiency in AI. But the case for Chinese tech extends beyond DeepSeek, according to Global X, with the start-up’s low-cost […]

TechEdt Apple’s iPhone shipments across mainland China fell 9% in the first quarter of the year compared to the same period last year. According to new figures from research firm IDC, the US tech company sold 9.8 million iPhones in China from January to March, making it the only one among the country’s top five […]

InvestorDaily There has been a slowdown in the volatility of investment markets following US President Donald Trump’s decision to pause the higher rate of tariffs on every trading partner outside of China, but there’s no telling how long that could last. Every morning there is a chance of waking up to news of a Trump […]

InvestorDaily Mercer has taken a more cautious stance on global markets, trimming its exposure to international equities and increasing its allocation to the euro, as geopolitical uncertainty and elevated valuations prompt a rethink of positioning. Darren Spencer, lead investment director for Mercer Pacific, said the moves are part of the firm’s dynamic asset allocation process […]

InvestorDaily Demetrios Christou, general manager of finance at DigitalX, was appointed as interim chief executive from 3 March. The firm said Christou had been instrumental in the implementation of its finance strategy over the past six months, which led to DigitalX reducing its overall costs by 3 per cent during the first half-year period of […]

InvestorDaily In a speech at the Australian Financial Review Business Summit, deputy governor Andrew Hauser said Australia is unlikely to be directly affected by Donald Trump’s proposed tariffs, but the RBA will closely monitor potential global fallout from the escalating trade war. The comments came as Trump’s 25 per cent trade tariffs on Canada and […]