Gary Tan, a portfolio manager at Allspring Global Investments, said Asiaâs equity unwind shows how stretched sector positioning had become, with year-to-date gains leaving markets vulnerable to even small uncertainties. âThe sharp deârisking highlights the need for disciplined diversification to cushion against shocks.â
Gary Tan, a portfolio manager at Allspring Global Investments, said Asiaâs equity unwind shows how stretched sector positioning had become, with year-to-date gains leaving markets vulnerable to even small uncertainties. âThe sharp deârisking highlights the need for disciplined diversification to cushion against shocks.â
Oil prices plunged on hopes for a US-Iran deal to avert a conflict (Frederic J. BROWN) · Frederic J. BROWN/AFP/AFP Equities, oil and precious metals plunged Monday to extend the volatility that struck markets at the end of last week, with concerns about elevated tech valuations once again casting a shadow. Investors resumed Friday's rollercoaster ride on trading floors, as they assessed geopolitic...
Oil prices plunged on hopes for a US-Iran deal to avert a conflict (Frederic J. BROWN) · Frederic J. BROWN/AFP/AFP Equities, oil and precious metals plunged Monday to extend the volatility that struck markets at the end of last week, with concerns about elevated tech valuations once again casting a shadow. Investors resumed Friday's rollercoaster ride on trading floors, as they assessed geopolitical developments, the latest batch of earnings from market heavyweights and the prospect for US interest rate cuts. After a strong start to the year fuelled by fresh hopes for artificial intelligence, stocks went into reverse last week as traders again questioned the wisdom of the vast sums of cash pumped into the sector and worries about when they will see returns. That has also raised fears of a tech bubble that could soon pop after a surge to record highs last year. The latest round of selling came after Microsoft announced a surge in spending on AI infrastructure, which revived concerns that companies could take some time before seeing a return on their investments. Seoul, which has hit multiple records this year thanks to its big tech weighting, plunged more than five percent, with chip giant SK hynix shedding eight percent and market heavyweight Samsung off more than five percent. Tokyo, also home to several big-name tech firms, shed more than one percent, while Taipei --where chip giant TSMC is listed -- lost more than two percent. Hong Kong, Shanghai, Sydney, Singapore, Wellington, Manila and Bangkok also tumbled. Jakarta tanked more than five percent, extending last week's rout after index compiler MSCI called on regulators to look into ownership concerns and a warning it would hold off adding Indonesian stocks to its indexes or increasing their weighting. There are concerns it could announce a downgrade from emerging market to frontier market, which could spark an outflow of foreign capital. Oil prices also tanked on easing US-Iran tensions. Both main crude contrac...
AI spending is just getting started. Although there are fears of an AI bubble forming, one area where that isn't happening is in the computing space. The reality is, AI hyperscalers are spending as much money as they can get their hands on to build out their computing footprint. After that's accomplished, we'll see what the true return on investment for AI spending is. It may or may not pan out. Y...
AI spending is just getting started. Although there are fears of an AI bubble forming, one area where that isn't happening is in the computing space. The reality is, AI hyperscalers are spending as much money as they can get their hands on to build out their computing footprint. After that's accomplished, we'll see what the true return on investment for AI spending is. It may or may not pan out. Yet there's one thing for sure: The companies that are selling the computing equipment are bound to thrive. I think that's the best place to look for investments in the AI sector, and I've got three stocks that will lead the way. Taiwan Semiconductor No matter where you start analyzing AI spending, nearly all roads circle back to Taiwan Semiconductor Manufacturing (TSM 2.65%). Taiwan Semiconductor is the world's largest chip foundry, and makes logic chips that power essentially every computing device used in artificial intelligence. While there are some other foundry options, none are as large or technologically advanced as TSMC (as the company is known). With each company involved in the AI buildout pushing the limits of what's possible, it makes little sense to explore an alternative supplier, so most go with the best regardless of cost, which is why Taiwan Semiconductor has excelled as of late. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -2.65 %) $ -8.99 Current Price $ 330.56 Key Data Points Market Cap $1.7T Day's Range $ 329.10 - $ 339.90 52wk Range $ 134.25 - $ 351.33 Volume 12M Avg Vol 13M Gross Margin 59.02 % Dividend Yield 0.93 % TSMC's management foresees massive AI chip demand and announced its expectation to spend between $52 billion and $56 billion on increased production capacities. CEO C.C. Wei noted that he was "nervous" about spending that much money on increasing production capacities, but after meeting with several of his clients over the past few months, he's confident in that decision. This is reflected in their long-term outloo...
Key Points Taiwan Semiconductor is the primary chip supplier. Nvidia is the go-to computing unit provider. Broadcom's custom AI chips are an emerging alternative. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Although there are fears of an AI bubble forming, one area where that isn't happening is in the computing space. The reality is, AI hyperscalers are spending as much mone...
Key Points Taiwan Semiconductor is the primary chip supplier. Nvidia is the go-to computing unit provider. Broadcom's custom AI chips are an emerging alternative. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Although there are fears of an AI bubble forming, one area where that isn't happening is in the computing space. The reality is, AI hyperscalers are spending as much money as they can get their hands on to build out their computing footprint. After that's accomplished, we'll see what the true return on investment for AI spending is. It may or may not pan out. Yet there's one thing for sure: The companies that are selling the computing equipment are bound to thrive. I think that's the best place to look for investments in the AI sector, and I've got three stocks that will lead the way. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Taiwan Semiconductor No matter where you start analyzing AI spending, nearly all roads circle back to Taiwan Semiconductor Manufacturing (NYSE: TSM). Taiwan Semiconductor is the world's largest chip foundry, and makes logic chips that power essentially every computing device used in artificial intelligence. While there are some other foundry options, none are as large or technologically advanced as TSMC (as the company is known). With each company involved in the AI buildout pushing the limits of what's possible, it makes little sense to explore an alternative supplier, so most go with the best regardless of cost, which is why Taiwan Semiconductor has excelled as of late. TSMC's management foresees massive AI chip demand and announced its expectation to spend between $52 billion and $56 billion on increased production capacities. CEO C.C. Wei noted that he was "nervous" about spending that much money on increasing production capacities, but after meeting with several of his clients over the pa...
China's Li Auto ( LI ) delivered 27,668 vehicles in January 2026, down from 29,927 vehicles a year earlier, marking a 7.5% decline in year-on-year deliveries. As of January 31, 2026, Li Auto’s cumulative deliveries reached 1,567,883. More on Li Auto Li Auto: Deep-Value Buy Supported By Robust Backlog And Expanding Capacity Li Auto: Potential To Double If Margin Issues Are Resolved Li Auto Inc. (LI...
China's Li Auto ( LI ) delivered 27,668 vehicles in January 2026, down from 29,927 vehicles a year earlier, marking a 7.5% decline in year-on-year deliveries. As of January 31, 2026, Li Auto’s cumulative deliveries reached 1,567,883. More on Li Auto Li Auto: Deep-Value Buy Supported By Robust Backlog And Expanding Capacity Li Auto: Potential To Double If Margin Issues Are Resolved Li Auto Inc. (LI) Q3 2025 Earnings Call Transcript Short interest in Li Auto surges to record 9.6% amid intense premium SUV competition - report Are Chinese electric vehicles heading to the U.S. in the future?
Motoyuki Arai, Founder and CEO of Tokyo-based space technology firm Synspective, discusses his company's business and growth outlook, and addresses the global demand for satellite technology. He speaks exclusively with Avril Hong on the sidelines of the Singapore Space Summit on "Bloomberg: The Asia Trade". (Source: Bloomberg)
Motoyuki Arai, Founder and CEO of Tokyo-based space technology firm Synspective, discusses his company's business and growth outlook, and addresses the global demand for satellite technology. He speaks exclusively with Avril Hong on the sidelines of the Singapore Space Summit on "Bloomberg: The Asia Trade". (Source: Bloomberg)
China’s provincial governments are starting a new five-year planning cycle on a cautious note, with most maintaining or lowering their economic growth targets for 2026 compared with last year, signaling continued economic headwinds. As of Saturday, 22 of the Chinese mainland’s 31 provincial-level regions had announced their economic growth targets for this year, according to Caixin calculations.
China’s provincial governments are starting a new five-year planning cycle on a cautious note, with most maintaining or lowering their economic growth targets for 2026 compared with last year, signaling continued economic headwinds. As of Saturday, 22 of the Chinese mainland’s 31 provincial-level regions had announced their economic growth targets for this year, according to Caixin calculations.
(RTTNews) - Cheil Worldwide Inc. (030000.KS), a South Korean marketing and advertising agency network under Samsung Group, reported Monday higher profit and sales in its fourth quarter. In South Korea, the shares were losing around 4.8 percent to trade at 20,900.00 won. In the fourth quarter, net income attributable to shareholders of parent company climbed 65.09 percent to 63.66 billion Korean wo...
(RTTNews) - Cheil Worldwide Inc. (030000.KS), a South Korean marketing and advertising agency network under Samsung Group, reported Monday higher profit and sales in its fourth quarter. In South Korea, the shares were losing around 4.8 percent to trade at 20,900.00 won. In the fourth quarter, net income attributable to shareholders of parent company climbed 65.09 percent to 63.66 billion Korean won from last year's 38.56 billion won. Operating income grew 9.70 percent to 90.39 billion won from 82.40 billion won a year ago. Sales increased 3.05 percent to 1.20 trillion won from 1.16 trillion won last year. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
After a blistering and sustained rally sparked by the breakout of war between Russia and Ukraine in 2022, natural gas prices have fallen precipitously due to record-high U.S. production, warm-than-anticipated winters, and advances in drilling technology (which helped lead to a supply/demand imbalance). Over the past five years, natural gas and natural gas proxies like the U.S. Natural Gas Fund ETF...
After a blistering and sustained rally sparked by the breakout of war between Russia and Ukraine in 2022, natural gas prices have fallen precipitously due to record-high U.S. production, warm-than-anticipated winters, and advances in drilling technology (which helped lead to a supply/demand imbalance). Over the past five years, natural gas and natural gas proxies like the U.S. Natural Gas Fund ETF (UNG) have fallen nearly 60%, and the commodity has lived up to its reputation as being the “widow maker.” Image Source: TradingView However, after a sharp, cold-driven surge, warmer outlooks for February have lowered short-term demand expectations, leading to a 15% plunge in natural gas prices Sunday evening. Nevertheless, several bullish tailwinds are lining up that could set the stage for a dramatic, 2022-esque rally in natural gas. Below are three compelling reasons to be bullish on natural gas, including: 1. Data Center Energy Demand Already,the artificial intelligence data center buildout is the largest infrastructure buildout in history. According to data from Grand View Research, the data center construction market reached more than $250 billion in 2025 as “hyperscalers” like Alphabet (GOOGL) and Microsoft (MSFT) jockey for AI dominance. Meanwhile, the AI data center construction market is expected to balloon to $450 billion by the end of the decade. Image Source: GrandView Research Recent comments from Jensen Huang, Nvidia’s (NVDA) iconic CEO, echo this sentiment. Huang recently delivered some noteworthy comments at the World Economic Forum (WEF) 2026 in Davos, Switzerland. First, Huang outright dismissed bubble fears, citing rising spot prices (even for older GPUs) and the extreme difficulty of renting them. Additionally, Huang predicts trillions of dollars are in the pipeline, ready to support the latest and most powerful AI models. However, hyperscalers face a major obstacle – energy. Electricity prices are rising as AI data center electricity demand is expecte...
(RTTNews) - Indian shares opened on a positive note Monday after falling sharply during the special weekend trading session on Sunday amid disappointment over the government's budget proposal to increase taxes on equity derivatives trading. The benchmark BSE Sensex was up 450 points, or 0.6 percent, at 81,175 in early trade after tumbling nearly 2 percent the previous day. The broader NSE Nifty in...
(RTTNews) - Indian shares opened on a positive note Monday after falling sharply during the special weekend trading session on Sunday amid disappointment over the government's budget proposal to increase taxes on equity derivatives trading. The benchmark BSE Sensex was up 450 points, or 0.6 percent, at 81,175 in early trade after tumbling nearly 2 percent the previous day. The broader NSE Nifty index edged up by 47 points, or 0.2 percent, to 24,872 as oil prices fell over 3 percent on easing U.S.-Iran tensions. Adani Green Energy surged 4 percent after issuing a fresh clarification regarding a civil case filed by the U.S. Securities and Exchange Commission. Eternal, Larsen & Toubro, Asian Paints and Adani Ports all were up around 3 percent. Hyundai Motor fell more than 2 percent, Bajaj Housing Finance dropped 1 percent, RailTel Corp gave up 1.3 percent and Tata Chemicals lost 2.5 percent ahead of their earnings results. ITC dropped 1.2 percent after a hike in excise duty on cigarettes in the Union Budget 2026-27. Quess Corp declined more than 2 percent as it received a final assessment order from the Income Tax Department, resulting in a tax demand of Rs. 160 crore. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Mizuho Financial Group Inc.’s asset management unit expects the yen to strengthen beyond 150 per dollar after an April rate hike by the Bank of Japan, said Shigeki Muramatsu, the firm’s chief investment officer. Asset Management One Co., which oversaw about $512 billion of end-September, also favors buying superlong Japanese government bonds — the epicenter of last month’s turmoil in the debt mark...
Mizuho Financial Group Inc.’s asset management unit expects the yen to strengthen beyond 150 per dollar after an April rate hike by the Bank of Japan, said Shigeki Muramatsu, the firm’s chief investment officer. Asset Management One Co., which oversaw about $512 billion of end-September, also favors buying superlong Japanese government bonds — the epicenter of last month’s turmoil in the debt market — arguing that yields are high relative to Japan’s growth prospects. “Speculation that it may be difficult for the BOJ to raise rates under the current administration has helped weaken the yen, but I think the reality is a bit different,” Muramatsu said in an interview. His comments underscore concerns in the market that the BOJ has been slow to tighten monetary policy, which early this year drove the yen toward its multi-decade low touched in 2024. The currency suddenly reversed course late last month after reports on rate checks by the Federal Reserve Bank of New York — which acts as an agent for the US Treasury — a move which caught many investors off guard, as Washington appeared to align with Japan’s efforts to stem yen weakness despite its long-standing reluctance to engage in currency intervention. “I was quite surprised by the move. I didn’t expect the Fed to join,” Muramatsu said. The yen was trading around 154.96 against the dollar early afternoon in Tokyo on Monday. It briefly strengthened to a three-month high of 152.10 per dollar last week on speculation Japan may intervene to support it. US Treasury Secretary Scott Bessent has urged Japan to allow further BOJ rate hikes to counter inflation. Money markets are now pricing in about a 69% chance of a rate increase by April, with those expectations up from around 40% at the end of last year. Muramatsu said the apparent coordination has increased the likelihood of an earlier BOJ rate hike. “When Bessent went out of his way that much, it’s hard to think Japan doesn’t have a souvenir for him,” he said. Thirty-year...
Expanding space-grade adaptive system-on-chip (SoC) portfolio and qualifying advanced new space-grade, organic lidless packaging technology designed to endure the most demanding conditions of space. AMD is qualifying this enhanced space grade packaging for the Versal™ AI Core XQRVC1902 adaptive SoC, targeting the Class Y standard for extended spaceflight missions up to 15 years. AMD will extend it...
Expanding space-grade adaptive system-on-chip (SoC) portfolio and qualifying advanced new space-grade, organic lidless packaging technology designed to endure the most demanding conditions of space. AMD is qualifying this enhanced space grade packaging for the Versal™ AI Core XQRVC1902 adaptive SoC, targeting the Class Y standard for extended spaceflight missions up to 15 years. AMD will extend its space-grade portfolio with the additions of Versal RF Series and Versal AI Edge Series Gen 2 adaptive SoCs, targeted for Class B and Y qualifications. The latter devices feature a 10x increase in scalar compute1 for post-processing and data management in space. Engineering for the Edge of Possibility At AMD, we push the limits of innovation—on Earth and beyond. We have developed an enhanced space-grade organic lidless package for the Versal AI Core XQRVC1902 adaptive SoC and are seeking Class Y qualification. This new packaging will support missions for up to 15 years, offering a robust foundation for geosynchronous satellites, lunar exploration, and deep-space probes. Space missions can last more than a decade, demanding robust reliability. AMD enhanced packaging technologies are engineered to thrive in that challenging environment, with a lidless design improving thermal performance. We are also qualifying space-grade packaging for our Versal RF (VR1602 and VR1652) and Versal AI Edge Gen 2 (2VE3858 and 2VE3558) adaptive SoCs, seeking Class B and Class Y qualifications. Class B and Class Y qualification are derived from the US military specification MIL-PRF-38535 that determines the readiness of chips for the toughest high reliability applications like outer space across multiple areas including performance, reliability, and quality. Class B qualification is intended for missions where high performance and reliability are required but cost and schedule efficiency are balanced, such as in low Earth orbit or shorter-duration missions. Class Y qualification represents the h...
Bai Yingcang. Photo: CCTV News China executed four leading members of a violent criminal syndicate operating out of Myanmar on Monday, the final chapter in Beijing’s aggressive campaign to dismantle lawless enclaves on its southern border that targeted Chinese citizens with industrial-scale fraud and kidnapping. The Shenzhen Intermediate People’s Court carried out the death sentences for Bai Yingc...
Bai Yingcang. Photo: CCTV News China executed four leading members of a violent criminal syndicate operating out of Myanmar on Monday, the final chapter in Beijing’s aggressive campaign to dismantle lawless enclaves on its southern border that targeted Chinese citizens with industrial-scale fraud and kidnapping. The Shenzhen Intermediate People’s Court carried out the death sentences for Bai Yingcang, Yang Liqiang, Hu Xiaojiang and Chen Guangyi following approval from the Supreme People’s Court, China’s highest judicial body. It came fours days after 11 members of the Ming crime family , who also operated out of Myanmar, were executed on Jan. 29.
XPeng ( XPEV ) delivered 20,011 vehicles in January, down from 37,508 in December. As of December 31, 2025, XPENG has expanded its global presence to 60 countries and regions. Its overseas sales network now encompasses 380 physical stores, representing a year-over-year growth of more than 150%, while its worldwide sales and service network has grown to a total of over 1,000 outlets. More on XPeng ...
XPeng ( XPEV ) delivered 20,011 vehicles in January, down from 37,508 in December. As of December 31, 2025, XPENG has expanded its global presence to 60 countries and regions. Its overseas sales network now encompasses 380 physical stores, representing a year-over-year growth of more than 150%, while its worldwide sales and service network has grown to a total of over 1,000 outlets. More on XPeng XPeng: Not Just A Car Company XPeng's Potential Breakout Ahead - I Am A Buyer Here XPeng And BYD Are Squeezing Tesla; And BYD Is Leading The Race Are Chinese electric vehicles heading to the U.S. in the future? China threatens penalties for carmakers amid price war crackdown
HSBC’s widespread system outage on Friday was caused by an internal computer failure rather than a cyberattack, according to the head of the Hong Kong Monetary Authority (HKMA). “HSBC informed the HKMA immediately after identifying problems with its online banking services,” said Eddie Yue Wai-man, chief executive of the HKMA, at a media briefing on Monday following a Legislative Council meeting. ...
HSBC’s widespread system outage on Friday was caused by an internal computer failure rather than a cyberattack, according to the head of the Hong Kong Monetary Authority (HKMA). “HSBC informed the HKMA immediately after identifying problems with its online banking services,” said Eddie Yue Wai-man, chief executive of the HKMA, at a media briefing on Monday following a Legislative Council meeting. “Fortunately, the issue was resolved within a few hours and all banking services have since resumed.” Yue said the bank’s initial assessment found that the disruption stemmed from internal system problems and was not the result of any external hacking attempt. Advertisement The HKMA had instructed HSBC to conduct a comprehensive review to identify the cause of the failure and to put in place measures to prevent similar incidents in the future, he added. Advertisement Customers told the South China Morning Post that they were unable to access the bank’s mobile app and online services from as early as 1pm, while some branches were also unable to provide services. Services at the Mong Kok branch resumed at 3.08pm, although online banking remained suspended. HSBC said at around 6pm that all online and mobile banking services had returned to normal.