Summary: Against the backdrop of global capital cautiously repositioning, Japan’s Government Pension Investment Fund (GPIF) recently made a critical decision—to exclude Chinese A-shares from its foreign equity benchmark index. This move not only reflects growing uncertainty toward China’s market but also sends a significant signal for global investors to heed.
Summary: Australian “Buy Now, Pay Later” (BNPL) company Zip Co Ltd has reported a strong financial performance, with EBITDA for Q1 FY2025 surging 219.4% year-on-year to AUD 46 million. The company has also raised its full-year profit guidance, driving an 18% jump in its share price. The U.S. market emerged as the key growth engine, with both revenue and transaction volume showing significant gains, demonstrating that the BNPL model remains attractive even in a high interest rate environment. Zip’s financials continue to strengthen, and the announcement of a stock buyback program reflects management’s confidence. Despite policy uncertainties, Zip’s diversified strategy and mature profitability model show its resilience. Investors may view Zip as a representative of the BNPL sector entering a “profit validation stage,” with long-term value potential.
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