H2 Market Outlook 2025: From US Dominance to Global Resurgence

2025 H2 Market Outlook: From US Dominance to Global Resurgence

The first half of 2025 was marked by continued US market leadership, resilient economic data, and rising investor optimism. But beneath the surface, deeper structural shifts are taking shape—pointing to a possible global rotation, a weakening US dollar, and evolving central bank policies. As we enter the second half of the year, the landscape is rapidly changing.

What does this mean for your portfolio? How can investors capitalise on new opportunities while staying resilient in the face of slowing growth and shifting monetary dynamics?

Join us for this exclusive webinar with Ritesh Ganeriwal, Managing Director and Head of Investment & Advisory, and Archit Parakh, Vice President, Investments HK & Group Risk, as they share a comprehensive mid-year market review, key themes to watch in H2 2025, and strategic ways to position your portfolio for income and resilience.

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