Never Mind The Theatre… Watch China… And Don’t Get Fooled by AI
22Aug2025
The markets were relaxed over the week, in spite of worrying impro geopolitics. China edged ahead, again, the UK joined in, with India not far behind nearly a year on from its last peak. The exception was tech in the US, with the growing realisation that valuations cannot be justified – take care here. Oh and there was a hint of stagflation, but that is really a story for the Autumn. READ ON.
By Brian Dennehy
Access Level | public
Market commentary