Kepler: Finding alternative plays on the AI story in Asia
With so much of the AI story focused on the US, Ryan Lightfoot-Aminoff examines the overlooked alternatives in Asia
TSMC
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Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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Beneath the bonnet: The case for XPS Pensions, TechnoPro and Avidity
Three fund managers share stocks that are making a difference
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Weekly outlook: Tesco and Imperial Brands to report
Key events for UK wealth managers starting the week 2 October
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AB’s Roarty and Ruegsegger: Energy addiction is AI’s next big challenge
AI requires massive computational power to train models
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Weekly outlook: Australian and Canadian central banks set to make interest rate decisions
Key events for UK wealth managers for the week starting 4 September
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Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
