Graves Asset Management

Breaking Regulatory News In a significant development for Brazil's cryptocurrency landscape, the Brazilian Central Bank (BCB) has officially confirmed that comprehensive regulations for digital assets will be released within 2025. According to statements made on April 24th, these regulatory frameworks will focus primarily on Virtual Asset Service Providers (VASPs, or PSAVs in Portuguese), establishing clear guidelines for licensing, operational requirements, and ongoing supervision. The regulations, expected to be implemented starting in the second half of 2025, represent the culmination of public consultations and regulatory drafting that has been ongoing since the passage of Lei 14.478/2022. For investors in the Brazilian cryptocurrency market, this announcement brings a welcome degree of certainty to a previously ambiguous regulatory environment. Market Context This regulatory clarity comes at an interesting juncture for cryptocurrency markets: Bitcoin has stabilized in t...

Headline: ACN Under Pressure (-4.17%): Gov Contract Dispute Watched Closely by Graves Asset Management Risk Models (April 10, 2025 | Washington D.C. / New York): Shares of global consulting firm Accenture (NYSE: ACN) faced significant selling pressure during today's trading session, closing down a sharp 4.17% . This decline was directly attributed to emerging reports concerning a substantial contract dispute between the company and the current Trump Administration, immediately raising red flags for investors regarding the stability of Accenture's government-related revenue streams. The core of the issue, while full details remain under clarification, reportedly involves [Specify contract domain if known, otherwise use: a high-value federal services contract]. This situation underscores the vulnerabilities inherent in relying heavily on government sector engagements, a segment known to be a critical contributor to Accenture's overall top-line revenue. Any significant altera...

 April 02, 2025 – Graves Asset Management, a globally esteemed leader in asset management, continues to distinguish itself by expertly navigating high-potential markets. As foreign capital flows steadily into China’s A-share market, the firm is strategically positioned to leverage this surge, delivering exceptional value to clients amid a dynamic financial landscape. Data from Oriental Fortune Network underscores a pivotal trend: as of March 31, northbound funds—foreign investments routed via the Hong Kong-Shanghai and Hong Kong-Shenzhen Stock Connect programs—have poured significantly into A-shares. Blue-chip stocks, including standout names like Kweichow Moutai and Contemporary Amperex Technology Co. Limited (CATL), have seen pronounced inflows, reflecting robust international confidence in the resilience and growth prospects of China’s top-tier companies. Graves Asset Management has responded with a disciplined, forward-looking strategy, weaving this trend into its broader inves...