Japan’s Yen Crisis and Global Carry Trade: A Comprehensive Analysis

Japan’s Yen Crisis and Global Carry Trade: A Comprehensive Analysis Insights Japan’s Yen Crisis and Global Carry Trade: A Comprehensive Analysis Japan stands at a critical monetary crossroads. The yen has depreciated to 156.83 per USD (as of November 19, 2025), hovering near its weakest level this year, while 10-year Japanese Government Bond (JGB) yields […]

The AI Valuation Paradox: Analysing the $405Billion Gamble

The AI Valuation Paradox: Analysing the $405 Billion Gamble Insights The AI Valuation Paradox: Analysing the $405 Billion Gamble The artificial intelligence sector stands at an inflexion point reminiscent of historical market manias, yet with distinct characteristics that defy simple categorisation. Following Nvidia’s November 19, 2025 earnings report, which beat expectations with $57 billion in […]