Jul 16, 2025

I recently came across news articles discussing various financial updates from around the world. Türkiye managed to stabilize its financial position through policy tightening, reducing inflation and stabilizing the currency. However, concerns about the rule of law continue to impact the country’s financial stability, with the arrest of the mayor of Istanbul leading to capital flight and currency depreciation.

Economists warned of a potential economic shock in the U.S. from China, proposing strategies to combat this “China Shock 2.0.” They emphasized the importance of focusing on new technologies where China is gaining ground and suggested alliances with other countries to encourage competition. The news also highlighted the impact of budget cuts on biotech and health-care companies in the U.S., creating uncertainty in the industry.

A Canadian tungsten company, Almonty Industries, raised $90 million in its IPO, reflecting efforts to reduce reliance on Chinese tungsten. Tensions between China and the U.S. have created opportunities for defense companies, with Almonty positioning itself as a key supplier for Western defense programs. This shift away from Chinese sources could benefit companies like Almonty in the defense industry.

On the funding front, various companies have raised significant amounts, indicating a positive trend in investment across different sectors. Additionally, unique approaches to managing risk in lending, such as borrowers taking on tariff risks, have emerged. JPMorgan Chase & Co. made a strategic shift to use its balance sheet for loans, aiming to streamline the process and potentially increase profitability.

Lastly, financial events such as UnitedHealth’s stake sales, BlackRock’s record asset growth, and Calpers expanding into private equity after strong results were highlighted. These events showcase the dynamic nature of the financial industry and the diverse strategies employed by institutions to navigate market challenges and opportunities.

Stay Well!