Invest

Summary: Against the backdrop of easing global trade tensions, heightened currency volatility, and a reassessment of asset valuations, Japanese investors are rapidly increasing capital allocations to overseas markets. According to the latest data from Japan’s Ministry of Finance, investors have recorded six consecutive weeks of net purchases of foreign equities and bonds. This article examines the evolving behavior of Japanese investors, analyzes the underlying drivers, explores the broader implications for global asset allocation, and offers actionable strategic insights.

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: The intensifying chip tensions between China and the U.S. could cost Nvidia up to AUD 8.7 billion due to new export restrictions, triggering turbulence across tech stocks. While the ASX closed slightly lower, the tech sector bore the brunt, highlighting the growing external policy risks. Investors should pay attention to supply chain diversification and safe-haven asset allocation opportunities, while being cautious of short-term volatility in highly valued tech stocks. This event underscores the Australian market's high sensitivity to global tech policy developments.

Summary: In recent years, Australia's education reforms have garnered widespread attention. From school district adjustments to intensified competition for educational resources, the reforms highlight the tension between educational equity and parental anxiety. This article analyzes the impact of these changes from an investment and socio-economic perspective, exploring the opportunities and challenges behind the education reforms.

Summary: Bank of Japan (BOJ) Deputy Governor Shinichi Uchida indicated that a rate hike in March is unlikely but emphasized that the benchmark interest rate will gradually rise based on economic forecasts, potentially reaching 1% by 2026. The BOJ must balance domestic inflation targets with global protectionism risks, while market expectations for a rate hike before June have risen to 48%.

Summary: In Australia, the real estate market in major cities such as Sydney is showing signs of recovery, driven by interest rate cuts. The high-end housing sector has seen particularly strong growth, while property prices in outer suburbs have also performed remarkably well. Economists predict that Australia's housing price growth will accelerate further in the future, and the divergence in the property market will become more pronounced.

Summary: Since the beginning of 2025, spot gold prices have repeatedly reached new highs, drawing unprecedented market attention to this precious metal. From escalating geopolitical risks to growing global economic uncertainty, gold’s appeal as a safe-haven asset has significantly strengthened. For investors, the key focus is how to capitalize on this gold bull market and develop sound investment strategies.

Summary:  Global financial AI advisory firm Bridgewise has secured tens of millions in strategic funding, which will be used for AI research and development, as well as market expansion, to offer multilingual investment analysis reports and customized services.

Summary: Australia will abolish its old investment immigration program and the GTI (Global Talent Visa) scheme, consolidating them into the new NIV (National Innovation Visa). This visa is designed to attract top global talent, including researchers, entrepreneurs, innovative investors, and talent from the arts and sports sectors, offering them a direct pathway to permanent residency.