Daily Synopsis of the New York market close – November 21, 2025
Date Issued – 21st November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
SoftBank Sinks Over 10%: A Nvidia-led selloff hit Asia’s chip complex, dragging down major suppliers like SK Hynix, Samsung, TSMC, and...
Daily Synopsis of the New York market close – November 20, 2025
Date Issued – 20th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Nvidia OpenAI Pact Uncertainty: Nvidia flagged “no assurance” that its headline $100 billion OpenAI investment will be finalized,...
Daily Synopsis of the New York market close – November 19, 2025
Date Issued – 19th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Hong Kong IPO window reopens: A rebound in listings and a 28% YTD Hang Seng rally are giving China-focused private equity long-awaited...
Daily Synopsis of the New York market close – November 18, 2025
Date Issued – 18th November 2025
Courtesy of the Research Department at Balfour Capital Group
Key Points
India–U.S. energy pivot: New LPG deal (≈10% of India’s imports) and higher U.S. crude purchases signal a thaw that could aid tariff...
Daily Synopsis of the Asia market close – November 17, 2025
Date Issued – 17th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key PointsChina slows U.S. soybean buys despite truce: Record Chinese stockpiles and cheaper Brazilian supply curb near-term U.S. sales, tempering...
Daily Synopsis of the New York market close – November 14, 2025
Date Issued – 14th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Risk-Off as Fed Cut Bets Recede: Global equities weakened after hawkish Fed signals cut December rate-cut odds to roughly 50/50; Asia...
Daily Synopsis of the New York market close – November 13, 2025
Date Issued – 13th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Tencent beats on AI and games: Revenue rose 15% as AI improved ad targeting and new titles lifted gaming; international game sales...
Daily Synopsis of the New York market close – November 12, 2025
Date Issued – 12th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
U.S.–China Truce: Tariffs and some export curbs were eased, improving near-term supply chains, but both sides kept leverage tools;...
Daily Synopsis of the New York market close – November 11, 2025
Date Issued – 11th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Shutdown Deal Lift: U.S. stocks rebounded (Dow, S&P 500, Nasdaq) as the Senate advanced a plan to end the record shutdown, reviving...
Daily Synopsis of the Asia market close – November 10, 2025
Date Issued – 10th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
China Inflation Mixed: CPI turned positive at 0.2% YoY while PPI fell 2.1% YoY, signaling easing consumer deflation but persistent...
