After months of heightened tension between the U.S. and China, a 90-day tariff truce has brought some calm to volatile commodity markets, particularly oil and iron ore. While the energy sector grapples with shifting U.S. policy preferences and oversupply, the metals market is cautiously optimistic on the back of trade relief and potential stimulus in China. This reset has significant implications across industries, from crude production to steel output. To better understand the economic undercurrents driving recent price action, a commodities strategist from Horizon28, Thomas de Waal offers a deeper analysis of the intertwined forces behind this fragile rebound. Crude...
Tencent’s AI Gamble and Gaming Strength Propel Q1 Momentum Amidst Tech Sector Shift
As global markets brace for a shifting tech landscape, Tencent Holdings—the largest tech firm in China by market cap—delivered an impressive first-quarter performance for 2025. Backed by double-digit revenue growth, strategic AI expansion, and a rebound in gaming, Tencent’s Q1 report offered a compelling snapshot of its evolving dominance. As international and domestic demand merge with evolving regulation and innovation, Horizon28’s financial analyst, Marie Konigsberg, unpacks the numbers, reveals underlying dynamics, and assesses whether this trajectory has legs beyond Q1. Q1 Headline Figures: Strong Revenue, Mixed Profit Tencent reported total revenue of 180 billion yuan ($24.97 billion) for Q1 2025—a...
Redrawing the AI Map: U.S. Overhauls Chip Export Rules Amid Geopolitical Pressure
In a dramatic shift of U.S. trade and technology strategy, the current administration has rescinded the Biden-era AI diffusion rule, a broad regulatory framework governing global access to advanced American-made AI chips. The move, led by the Commerce Department, signals a pivot toward bilateral chip access negotiations and tighter restrictions targeting China. This policy reversal—applauded by key tech firms like Nvidia and Oracle—has broad implications for the AI supply chain, global semiconductor distribution, and U.S. diplomatic leverage. Liam Gerald, a financial analyst at Horizon28, explores how this rewrite may reshape the AI hardware landscape and the geopolitical forces shaping it....
Trade Thaw Sparks Market Heat: U.S. Retailers and Manufacturers Rebound on Tariff Relief
Markets don’t always wait for certainty—sometimes, even a temporary pause can fuel a major rally. The recently announced 90-day tariff truce between the U.S. and China has triggered a wave of investor enthusiasm, particularly across consumer and manufacturing sectors previously burdened by steep trade duties. With tariffs now reduced from 145% to 30% on U.S. imports from China, and China reciprocating with a drop from 125% to 10%, a handful of companies are seeing their share prices climb fast. Financial expert Mia Moore from Maverix Global explores what this short-term reprieve means for retail giants, manufacturers, and the broader stock...
TW Pro Expands Multi-Asset Access, Enhancing the Trading Experience for Global Clients
TW Pro, a financial company with a long-standing presence in the investment space, has announced the expansion of its product offering to include a significantly larger range of CFD assets across equities, indices, commodities and cryptocurrencies. This strategic development aims to support a broader variety of investment preferences while maintaining a user-focused trading experience. With an expanding client base, TW Pro continues to build out its ecosystem with a strong commitment to accessibility and usability. The latest additions to its platform are part of an ongoing effort to simplify trading tools while supporting both seasoned investors and those entering the...
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