Best investments to start the financial year, Buffett’s not done yet & is it time to buy Japan?

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Oct 8, 2025

Explore global investment trends as markets show unexpected performances. Delve into Warren Buffett's latest deal and his influence before retirement. Discover why Japan is often excluded from Asia ETFs, alongside its surprising recent market turnaround. Discuss the implications of investing in Japan now. Finally, speculate on the future of computing with a shift towards next-gen devices, including Apple's pivot from Vision Pro to traditional smart glasses and the challenges faced by OpenAI in hardware production.

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INSIGHT

Buffett’s Late-Career Bargain

Warren Buffett bought OxyChem for $9.7bn as a cash deal, likely one of his last major investments before retirement.
The purchase fits Buffett's playbook: boring, cash-generating industrials that compound over time.

INSIGHT

Q1 Market Divergence

Global markets diverged strongly in Q1, with US small caps and emerging markets outperforming several developed indices.
The data underscores the benefit of broad global allocation to capture differing regional rallies.

INSIGHT

Gold’s Historic Run

Gold had an exceptional quarter and is the strongest annual gainer since 1979, rallying heavily YTD.
This surge reflects flight-to-safety flows, inflation concerns, and macro uncertainty.

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We are three months into the new financial year and we've seen a wide range of performance in different markets.

Today we unpack which markets are up and which markets are down.

Throughout it all, the conclusion is clear: you need to be investing globally. Because some of the best performing markets are not the ones you'd expect.

That's not all we talk about in another big episode of Equity Mates:

Warren Buffett may be 95 and retiring at the end of the year, but he's not done yet
We unpack why Japan is excluded from so many Asia ETFs
With it recent strong run, we then ask if Japan has a role in our portfolios
Apple is pivoting away from the Vision Pro - but towards what?
We look at where Big Tech sees the future of computing

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