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AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...- CLSA set to vanish as brand after 40 years in Asian brokerage: ReportHong Kong-based CLSA will be rebranded under Citic Securities from 2027, ending a brokerage brand known for its distinctive culture and str...
- Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...
- How to trade the SpaceX IPO in Asia's locked-out marketsAsian investors, largely excluded from SpaceX's massive IPO, are creatively seeking exposure through supply chain companies, industry ETFs,...
- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
- Indian companies pitch products, seek partnerships at mega tech trade event in TaiwanWhile the event witnessed significant participation from Indian buyers, a handful of Indian companies also exhibited at COMPUTEX 2026, whic...
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- Trump's China moves can open up a vast market for IndiaIndia is emerging as a significant defence supplier in Southeast Asia, with Vietnam becoming the second buyer of the BrahMos missile after ...
- Nvidia to work with US, European humanoid robot makers in addition to China's UnitreeAfter CEO Jensen Huang's keynote address in Taiwan on Monday ahead of the Computex trade show, Nvidia announced that the company is working...
- Asia's factory output expands as firms stockpile buffers over Iran war risksAsian factories saw steady growth in May. Companies built up stocks to counter potential supply disruptions from the Middle East conflict. ...
- Pete Hegseth’s silence on Taiwan is exactly what Xi Jinping wantsUS Defense Secretary Pete Hegseth adopted a quieter approach to Taiwan at a Singapore security forum. This shift in communication aims to p...
- Japan refutes 'new militarism', accuses China of rapidly armingJapan's Defence Minister Shinjiro Koizumi refuted accusations of "new militarism" and criticized China's opaque military buildup. He emphas...
- US defence secretary Hegseth chides Europe, hails ties with China & Asia alliesUS Defence Secretary Pete Hegseth lauded Asian allies like South Korea and Japan for defence contributions. He also noted improved ties wit...
- Pentagon chief urges allies to boost defence spending amid 'alarm' over China's buildupPentagon chief Pete Hegseth has voiced concerns over China's military expansion in the Pacific. He noted widespread alarm across the region...
- At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stageNvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that hi...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
- Shangri-La Dialogue opens with China and doubts about US priorities topping concernsAsia's top defense summit convenes amid rising concerns over China's military might and assertiveness. Leaders will discuss America's Indo-...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
- No talks currently planned between Trump and Taiwan's Lai, sources sayDonald Trump has repeatedly said he plans to speak with Lai Ching-te, but U.S. and Taiwanese officials have yet to make concrete arrangemen...
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