Nvidia’s Q2 2025 earnings highlight another record-breaking quarter with $46.7B in revenue, EPS above expectations, and strong gaming performance. But even a minor slip in data center sales shows the market’s high bar for perfection.

On 2 July 2025, the EU launched its Quantum Europe Strategy, backed by €11B in funding and a forthcoming Quantum Act. The plan aims to turn Europe’s research strength into commercial leadership, building infrastructure, supporting start-ups, and securing quantum technologies for industry and defence. With global markets forecast at $170B by 2040, the next decade will decide whether Europe leads—or risks dependence on the US and China.

For decades, investors believed in the ‘small-cap premium.’ But the last decade flipped the script: U.S. small-caps have trailed large peers, weighed down by weaker profitability, sector imbalances, and rising debt costs. Yet, with valuations deeply discounted, even for quality firms, the stage may be set for a comeback. Are small caps undervalued, or has the premium faded for good?

Swiss GDP slowed to 0.1% in Q2 2025 as US tariffs hit exports, but services and structural strengths kept growth resilient. Outlook hinges on trade talks and sector resilience.

Tariffs at record highs, inflation losing momentum, and the Fed poised to cut. Three forces colliding to reshape markets. Are investors ready?

Risk appetite is surging. Cash levels hit a decade low, equities overweight, and optimism abounds. But beneath the rally lie fragilities: overvaluation, crowded trades & policy risk.

India faces rising tariffs and oil risks, with $87B in exports under pressure and growth concerns mounting. Yet structural strengths remain compelling. Trade talks are set to resume, U.S. exposure is limited, and earnings forecasts are strong. Domestic flows continue to build resilience. At Intrasia Wealth, we see short-term volatility as a long-term opportunity, powered by consumption, reform, and retail participation.

China shifts from West to Global South. Trade flows reveal strategy, not just commerce, reshaping tomorrow’s investment landscape.

Tesla has launched its robotaxi service in Austin but others may be leading the race. Waymo operates at scale, China is rapidly deploying, and Uber is building through partnerships. With safety concerns and regulatory hurdles ahead, success will depend on execution, trust, and scalability, not just bold promises.

The S&P 500 hit 11 record highs in 30 days, but risks are mounting. With earnings, Fed policy, and global trade in focus, investors must balance opportunity with caution.

The Buffett Indicator has hit a record high of ~210%, signaling potential market overvaluation. This surpasses past peaks in 2000 and 2021. With rising debt, inflation, and economic uncertainty, Berkshire Hathaway is holding a record $347.68B in cash. Staying informed and focused on long-term fundamentals is key.

At  Intrasia Wealth , we believe great financial advice goes far beyond portfolio performance. A new Vanguard study,  The Emotional and...

2025 is bringing a market shift with the MSCI World ex-USA and the S&P 493 are outpacing Big Tech. With breadth returning, active investing may finally be back in play.

Last week, equity markets continued to push higher, with both the S&P 500 and Nasdaq hitting fresh all-time highs. What’s driving the...