At the halfway mark: What the 2025 markets have — and haven’t — told us

Sumeet Gill believes that market signals halfway through 2025 reveal more uncertainty than certainty | Gulf Today

Six months into 2025, financial markets have shown fluidity rather than a clear trend, with sharp sell-offs followed by swift rebounds leaving investors with more questions than answers. Volatility was driven more by positioning and headlines than by fundamental earnings upgrades, and no single asset class emerged as a consistent leader across regions. Metals such as gold and silver stood out, and capital flows from the Gulf reflected an outward-looking appetite for global assets. As the year moves into its second half, investors are urged to prioritize resilience, discipline, and diversified positioning that can respond to unpredictable shifts rather than chasing simplistic narratives.