As the AI landscape evolves, investment opportunities are expanding beyond major tech players to encompass a wider range of companies across the value chain.
The implications of Japan’s aging, declining population are misunderstood, catalysing a promising economic outlook that has one veteran investor and author wishing he was 23 again.
The Japanese yen has depreciated sharply against the dollar, while Japanese equities hit record highs. Asset managers debate the currency’s path, BOJ’s policy action, and the outlook for Japanese stocks.
As the classical stock-bond correlation has gone, Korean pension funds and insurers are scrambling for ways to safeguard portfolios and deliver performance.
The European Central Bank cut interest rates for the first time in five years, while the US Federal Reserve has held steady. Fund managers are now analysing the potential impact of this ECB rate cut on European investments and beyond.
Treasurer Kevin Liem is using a multi-pronged approach to ensure HKBU's endowment fund not only weathers the current market storms but also thrives in the years to come.
Indian stocks have been bouncing between losses and gains since the unexpected outcome of India's crucial parliamentary elections. As the government moves to a new era of coalition politics, we asked experts about what investors can expect in the months ahead.