Strong start to the year, EarlyPay, Chinese AI firm DeepSeek
The ASX market is off to a hot start in January 2025 with a range of themes we noted at the end of 2024 being realised. We remain excited about how the market is set up for calendar 2025; for the first time since 2019, we can see large and straightforward sector dispersion.
This week’s Investment Matters will touch on relevant news items related to the portfolio and macroeconomic conditions.
We also touch on news surrounding Chinese AI firm DeepSeek, and its impact on global markets.