03 July 2025
Changing Conditions
The global economy in June 2025 was shaped by a blend of easing trade tensions and simmering geopolitical risks. Investors and policymakers found themselves navigating a fragile but improving landscape, as key developments unfolded across the Middle East, U.S.–China trade relations, and global financial markets.
Tensions in the Middle East stayed high, with occasional disruptions near key shipping routes like the Strait of Hormuz. Although energy prices rose briefly, the global impact was limited. Many countries have become better at managing supply risks, but the situation still adds uncertainty to global markets.
The U.S. and China agreed to reduce some tariffs on industrial and consumer goods. This is not a full trade agreement, but it signals progress after years of friction. The deal helped boost business confidence and supported sectors like technology and manufacturing. Asian economies also benefited from improved trade sentiment.
Stock markets had mixed results in June. U.S. markets stayed strong, led by tech companies, although inflation concerns caused some volatility. European stocks lagged behind due to slow growth and political issues. In Asia, stocks recovered slightly, helped by the U.S.–China deal, but concerns about China’s economy remain. Emerging markets were split—commodity exporters performed well, while others faced pressure from high U.S. interest rates.
The global economy is showing cautious signs of recovery. Trade ties are improving, especially between the U.S. and China, but political risks and inflation still weigh on markets. Investors remain careful, watching closely for shifts in global policy and geopolitics.
Product Recommendation
| EQUITY FUND | |
|---|---|
| MGSED A | MGSED invests in Sharia-compliant Equities Abroad listed in the Sharia Securities List. Categorized as a Long-Term investment with high risk. Investors bear the risk associated with the equity portfolio. |
| MASED A | MASED invests in Sharia-compliant Equities in Asia listed in the Sharia Securities List. Categorized as a Long-Term investment with high risk. Investors bear the risk associated with the equity portfolio. |
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The opinions expressed in the article are for general informational purposes only and are not intended to provide specific advice or recommendations for individuals or specific mutual fund or investment products. It is intended solely to provide education about the financial industry. Views reflected in the content may change at any time without notice. All performance data and investment returns mentioned in this article cannot be used as a basis for calculation to buy or sell a mutual fund. This data is performance records based on historical data and is not a guarantee of future mutual fund performance. Investment through mutual funds carries risks. Investors are required to read and understand the prospectus before deciding to invest through mutual funds.
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