Analysis

A growing Silicon Valley divide over AI and renewed "circular finance" concerns are driving capital towards the physical AI build-out.

The plunging cost of Chinese artificial intelligence is compelling Wall Street to scrutinise its heavy infrastructure investments and assess the broader impact on global markets.

The year's hottest tech rally is stalling as mounting AI costs and extreme weather take a toll, prompting investors to seek safer alternatives.

Rising global tensions are pushing investors to look beyond American software and fund the massive hardware and energy systems needed to keep the technology boom alive.

Key Asian wealth hubs are shut out of the historic SpaceX IPO and top AI models, forcing them to lean on local hardware proxies as an alternative route to join the boom.

The biggest threat to Asian wealth today is not a sudden market crash but the persistent delay of aging founders in resolving family politics, private banking giants UBS and Lombard Odier warn.

Rising US interest rate expectations and persistent inflation concerns trigger a significant correction across Asia’s AI-focused technology sector.

The US and China have just hit pause on their rivalry. For family offices and wealth managers, the clock is now ticking.

An inflation-stoking shipping blockade in the Strait of Hormuz is rattling private markets, as rising bond yields push billions of fresh capital into liquid fixed-income markets.

As art becomes more embedded in investment portfolios, advisers are drawing clearer lines between short-term pricing momentum and long-term structural value.

Investors are beginning to rotate out of South Korea and Taiwan's high-flying tech markets, pivoting toward Hong Kong-listed Chinese tech firms as they anticipate a new wave of artificial intelligence catalysts.

The latest data reveals significant regional variations in technology adoption and client expectations within wealth management, with Singapore and Hong Kong showing distinct trends.