Oct 02, 2025

Recently, I came across news highlighting the Asian Experience Awards 2025, recognizing exceptional brand experiences provided by companies. The spotlight was on Asian shipbuilding companies, posing stiff competition to Western counterparts as some nations focus on shipbuilding for economic growth. In 2024, a rise in spot container freight rates was attributed to rerouting due to the Red Sea crisis. The Philippine central bank announced a halt on new digital bank license applications, with existing applicants given until November 30, 2025, to submit complete applications. Additionally, ING reported a record half with US$78.8 billion in sustainable finance deals, with APAC accounting for 13% of transaction volumes.

In another article, a newsletter writer discussed the S&P 500’s path to 7,000, noting that smart money on Wall Street remains cautious. The author, known as Lord Fed, predicted that reaching 6,500 would lead to further highs, which was achieved with record highs in September. Despite concerns about a government shutdown and lack of important jobs data, the author believes the path to 7,000 is more likely. Market futures are dropping, with Treasury yields steady and the dollar lower, while gold prices are on track for another record high.

Furthermore, a newsletter highlighted the top metrics tracked by usage companies, emphasizing that these companies often do not use ARR as a North Star metric. The importance of understanding metrics used by top tech companies, particularly those with usage-based revenue models, was emphasized. The newsletter also mentioned upcoming events and opportunities for finance professionals to enhance their knowledge and skills in the SaaS and AI finance space.

In the financial sector, Neptune Insurance successfully priced its IPO at $368 million, aiming to offer flood insurance in competition with the federal government. Global Infrastructure Partners, owned by BlackRock, is in advanced talks to acquire AES for around $38 billion, highlighting the importance of power supply for AI and data centers. Various venture capital deals, including startups securing substantial funding rounds, and private equity deals are shaping the financial markets, reflecting ongoing innovation and growth in the tech and biotech industries.

Overall, the financial sector continues to see dynamic activity, with companies exploring new opportunities, making strategic investments, and navigating the evolving market landscape. The intersection of technology, sustainability, and finance is driving innovation and growth, with key players capitalizing on emerging trends and opportunities in the industry. Various economic and financial developments happening globally are impacting different sectors and markets, creating opportunities and challenges for investors and businesses alike.

Stay Well!