(Investorideas.com
Newswire) a go-to platform for big investing ideas, including gold and
silver stocks issues market commentary from deVere Group.
Stock markets are looking past the US-Iran war, and you should too
in order to grow and preserve your investments, affirms the CEO of
one of the world’s largest independent financial advisory
organisations, urging investors to see beyond the headlines
dominating the geopolitical narrative.
The bullish analysis from deVere Group’s Nigel Green comes as the US and Iran remain locked in a
battle for control over the Strait of Hormuz, with both sides
effectively choking off traffic during an extended ceasefire, but as
global stock markets register record highs.
Yesterday, Wall Street pushed further into uncharted territory. The
S&P 500 closed at a fresh all-time high, rising around 1%, while
the Nasdaq jumped roughly 1.6% to set another record. The Dow Jones
Industrial Average added more than 300 points. Strength was not
confined to the US.
Europe’s STOXX 600 climbed to its highest level in months,
Germany’s DAX hovered near record territory, and
France’s CAC 40 advanced firmly.
In Asia-Pacific, Japan’s Nikkei 225 remained close to
multi-decade highs, while India’s benchmark indices continued
their upward trajectory, reflecting sustained global risk appetite.
Nigel Green comments: “Markets are seeing past the war
headlines and focusing on earnings, liquidity, and long-term
structural growth. Geopolitics matters, but it’s not the sole
driver of capital allocation.”
He continues: “Donald Trump extending the ceasefire has
reduced immediate escalation fears, yet tensions in the Strait of
Hormuz still carry major implications for oil supply and inflation.
Energy markets remain sensitive, and disruption ripples quickly into
global pricing.
“Even so, equities are advancing because the corporate
earnings backdrop remains so compelling.”
Tesla reported stronger-than-expected quarterly results, supported
by expanding investment into AI compute, battery materials, and
autonomous systems, including robotaxi development.
“The results highlight how leading companies are doubling down
on next-generation technologies that are reshaping entire
industries,” notes the deVere CEO.
“Earnings growth tied to AI and tech is driving a powerful
re-rating of global equities. Companies at the centre of this
transformation are attracting capital at scale because they are
building the infrastructure for future economic expansion.”
The shift in global capital flows is becoming increasingly evident.
Taiwan’s stock market has overtaken the UK in total market
capitalisation, reaching approximately $4.1 trillion, underpinned by
semiconductor dominance.
The UK market, by contrast, continues to trade around levels seen
more than a decade ago, reflecting its lower exposure to high-growth
sectors.
Nigel Green comments: “Taiwan’s ascent captures a deeper
reality. Capital is moving decisively toward regions and sectors
that are integral to AI and tech development.
“Semiconductor supply chains, advanced manufacturing, and
digital infrastructure are commanding premium valuations because
they sit at the core of future growth.”
He adds: “Taiwan Semiconductor Manufacturing Company (TSMC)
represents a significant share of that market and is central to the
global AI ecosystem. Every major investment in AI, from hyperscalers
to chip designers, ultimately depends on this supply chain. As such,
investors are positioning accordingly.”
Foreign inflows into Taiwanese equities have accelerated sharply in
recent weeks, putting the market on track for one of its strongest
months on record.
Across Asia and other growth regions, sustained inflows contrast
with more muted interest in legacy-heavy indices.
Risks linked to the Middle East remain material. Oil price
volatility tied to disruption risks in the Strait of Hormuz has the
potential to feed into inflation and influence monetary policy
decisions. Global supply chains also remain exposed to any sustained
restrictions in key shipping routes.
Nigel Green comments: “Geopolitical developments will continue
to create volatility, particularly in energy markets. Investors must
factor in inflation and stagflation risks and potential policy
responses. Ignoring these elements would be complacent.”
He concludes: “Global markets are advancing because the
underlying growth drivers are powerful and accelerating.
“AI and tech are reshaping the global economy at speed,
creating opportunities across multiple sectors and regions.
“Investors who recognise this and position early are likely to
benefit most.
“Waiting for uncertainty to clear often means missing the most
significant phase of the opportunity. This is the signal markets are
giving us in real time.”
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