China has the lead in physical AI while the U.S. leads in LLM development: Strategist

Stefan Hofer from LGT Private Banking APAC talks about how companies are using both cheaper Chinese models and more advanced ...

China seems keen on keeping a stable relationship with the U.S.: Sinology

Sinology’s Andy Rothman discusses how the trade balance between U.S. and China has evolved since the first trade war. He also ...

Kpler sees India crude supply remaining comfortable through mid-September

Kpler's lead research analyst, Sumit Ritolia expects India's crude supply to remain adequate till mid-September despite the ...

Southeast Asia might not have mega IPOs, but its equity capital markets are active, says UBS

Nicolo Magni, Head of Southeast Asia and South Asia, Global Banking at UBS says Southeast Asia’s equity capital markets are ...

Exports will continue to drive China's economic growth, despite policy push: Goldman Sachs

Goldman Sachs Chief China Economist Hui Shan explains why the firm expects exports to remain a key driver of China's economic ...

We see all the 'classic signs' that the markets are in for a rude shock on AI: CIO

Jordan Cvetanovski, founder & CIO of Pella Funds, discusses his views on AI, investing in software companies, and why he has ...

The Fed is the last independent institutional pillar in the U.S., says Macquarie's Viktor Shvets

Viktor Shvets of Macquarie Capital discusses his views on interest rates, Fed independence, the market impact of the upcoming ...

The oil market is Iran's 'best friend', and Iran knows it: Economist

David Woo, CEO of David Woo Unbound, predicts significant volatility in the oil market in the coming weeks. He says Iran ...

'Not surprised anyone' that ASML has raised its guidance: Morningstar

Javier Correonero, senior equity analyst at Morningstar, discusses ASML's latest earnings report and its guidance raise amid ...

Consumer prices rose 3.5% annually in June, less than expected as energy prices eased

The consumer price index fell a seasonally adjusted 0.4% for the month, bringing the annual inflation rate down to 3.5%. Wall ...

Bipartisan group of senators propose Social Security reform process ahead of funding shortfall

Social Security's trust fund that helps pay retirement benefits may run out in about six years. A bipartisan group of ...

Inside India newsletter: Modi is exporting India's workforce to a world turning against immigration

With its vast working-age population, India is signing labor mobility deals with several of its trading partners even as sentiment turns against immigration.