Bloomberg

Artificial Intelligence

Funds turn to Korea for AI stock exposure as TSMC gets crowded

Valuations suggest a more alluring risk-reward for Korea.

Markets

S&P 500 snaps longest streak without a 2% decline since 2007

This comes after the index rose as much as 15% above its 200-day moving average last week.

Markets

US$1 trillion rout hits Nasdaq 100 over AI jitters in worst day since 2022

The Nasdaq indexes tumbled more than 3% for the worst days since October 2022.

Markets

Short sellers gained US$10 bil in second quarter despite S&P 500 rally

This signals that investors are flocking to just a few megacap technology stocks amid an uncertain macroeconomic backdrop.

Broker's Calls

Morgan Stanley downgrades Indonesian stocks to underweight

This comes as a gauge of the dollar has started trending higher ahead of the Fed’s rate decision on June 12.
Starwood’s US$10 billion REIT turns to survival mode as real estate pain lingers - THE EDGE SINGAPORE

REITs

Starwood’s US$10 bil REIT turns to survival mode as real estate pain lingers

Privately held Starwood REIT attempts to stem outflows by tightening ability for investors to withdraw money.
UK’s Chancellor of the Exchequer gathers executives to pitch for more London listings - THE EDGE SINGAPORE

UK

UK’s Chancellor of the Exchequer gathers executives to pitch for more London listings

The London Stock Exchange has accounted for just over 2% of the US$12 billion ($16.13 billion) raised in IPOs in Europe this year.

Cryptocurrency

Bitcoin eyes longest winning run in a year as ETFs attract inflows

Nine new spot Bitcoin funds began trading in the US on Jan 11 and have attracted more than US$9 billion of investor inflows so far
Powell tells ‘60 Minutes’ Fed is wary of cutting rates too soon - THE EDGE SINGAPORE

US Economy

Powell tells ‘60 Minutes’ Fed is wary of cutting rates too soon

The Fed chief also said he didn’t expect policymakers to “dramatically” change their 2024 interest-rate forecasts.
ESG funds see first ever net outflows globally after US exodus - THE EDGE SINGAPORE

Environmental, Social and Governance

ESG funds see first ever net outflows globally after US exodus

For the first time ever, ESG funds saw global net outflows amid a major exodus by US investors.
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