Thematic and Structural Investing
Foreign investors withdrew $6.2 billion from South Korean equities in August amid a broader regional rebalancing, choosing to rotate towards markets deemed less vulnerable…
Big fund managers are increasingly betting on a prolonged upswing in mining and metals, driven…
A surge in AI infrastructure demand and rising memory prices are propelling the semiconductor sector…
Predictions of nearly 73 million annual EV sales by 2030 are prompting a rapid overhaul…
Bridges Fund Management has partnered with HSBC Asset Management to establish a dedicated climate growth…
Major technology firms are navigating a new phase marked by soaring AI investments and shifting…
The financial system is undergoing a profound shift as AI, tokenisation and digital currencies revolutionise…
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