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Weekly Newsletter – 10th October, 2025

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An eventful week saw geopolitics taking the spotlight once again. A Truth Social post by Donald Trump caused markets to fall off a cliff on fears of an escalation in the US-China Trade War. The White House later walked this back somewhat, leading to a partial recovery.
France and Japan also saw abrupt leadership changes. Meanwhile, some recent themes – ‘circular’ investment in technology companies, concessions to pharma companies in return for price concessions – continued unabated

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