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30.03.26 - 06:24
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BlackRock′s Hambro on Why Investors Are Rotating Into Commodities (Bloomberg)
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Why did gold fail to protect portfolios during the latest market shock? In this episode of Merryn Talks Money, Merryn Somerset Webb speaks with Evy Hambro, global head of thematic and sector investing at BlackRock, about the violent moves in gold and silver, the new energy risk premium, and why commodities may be entering a powerful new cycle. They discuss inflation, interest rates, energy security, mining valuations, AI-driven demand for materials, and why investors may need to rethink how much exposure they have to gold, energy and broader commodity equities. (Source: Bloomberg)...
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30.03.26 - 06:24
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Trump Says Iran Ready to Make Deal (Bloomberg)
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President Donald Trump says Iran is ready to agree to a plan for an end to the conflict, though Tehran's public stance remains defiant. Bloomberg's Joumanna Bercetche reports from Dubai. (Source: Bloomberg)...
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30.03.26 - 06:06
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Ex-OpenAI′s Kass: AI Is Going to Make a Lot of Winners (Bloomberg)
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Former OpenAI Head of Go-To-Market Zack Kass believes that while it's still early days for artificial intelligence investments, AI is going to make a lot of winners. Kass has become one of the most sought-after voices on how businesses can harness this powerful technology. He speaks with Haslinda Amin from the sidelines of 'Citi Macro Conference in Hong Kong'. (Source: Bloomberg)...
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30.03.26 - 05:54
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Iran War Drives Stagflation Risks: Citi (Bloomberg)
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The Iran conflict is raising the prospect of stagflation and is "a pretty bad mix for markets," according to Jim McCormick, Chief Global Macro Strategist at Citi. He speaks on the sidelines of the Citi Hong Kong Macro Conference. (Source: Bloomberg)...
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30.03.26 - 05:25
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Hua Medicine on Earnings, Business Expansion Plans (Bloomberg)
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Chinese biotech firm Hua Medicine sees robust growth in 2026 after reporting a 93% jump in full-year revenue. Speaking exclusively to Bloomberg's "The China Show," Chief Strategy Officer George Lin discusses the outlook for the company's flagship drug dorzagliatin and plans to expand to additional markets. (Source: Bloomberg)...
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30.03.26 - 05:25
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Citi′s McCormick Sees Steeper Yield Curve Globally (Bloomberg)
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Jim McCormick, Head of Macro Strategy at Citi, says the Iran war poses a significant challenge for global central banks. He expects less monetary tightening from Asian policymakers but greater fiscal support in response to the conflict, a combination he says could lead to a steepening yield curve. (Source: Bloomberg)...
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30.03.26 - 05:19
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Innovent Biologics Bullish on China Obesity Drug Outlook (Bloomberg)
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Innovent Biologics has reported its first profit even as competition from weight-loss generics looms. Speaking exclusively to Bloomberg's "The China Show," CFO Rachel You says China's obesity drug market has massive potential and could mirror current penetration rates in the US. (Source: Bloomberg)...
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