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23.03.26 - 06:06
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China Insulated From Energy Shock: Goldman′s Sneader (Bloomberg)
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Goldman Sachs APAC Ex-Japan President Kevin Sneader says China is better equipped than its peers to weather the impact of the Iran war on energy prices. Sneader speaks with Bloomberg's Minmin Low at the Milken Institute's Global Investors' Symposium Hong Kong 2026. (Source: Bloomberg)...
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23.03.26 - 04:36
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Milken Institute′s Wong on China Economy, Iran War (Bloomberg)
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Perry Wong, Senior Fellow at the Milken Institute, discusses the outlook for China's economy and the impact from the war in Iran. He speaks with Minmin Low from the sidelines of the Milken Institute's Global Investors' Symposium in Hong Kong. (Source: Bloomberg)...
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23.03.26 - 03:48
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UBS CEO Ermotti on Iran War, China Growth, Succession Planning (Bloomberg)
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UBS Group CEO Sergio Ermotti says the firm's customers aren't making dramatic changes to asset allocation as a result of the Middle East conflict, but digesting the full impact of the war will take time. Ermotti speaks with Bloomberg's Stephen Engle in Beijing. (Source: Bloomberg)...
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23.03.26 - 02:18
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PepsiCo Bets on AI Across China Operations (Bloomberg)
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Anne Tse, Asia Pacific CEO at PepsiCo, discusses how the company is mitigating the geopolitical and cost pressures by sourcing most ingredients locally. She also says PepsiCo is deploying artificial intelligence across its operations in China and beyond to improve efficiency. She speaks with Stephen Engle at the China Development Forum in Beijing. (Source: Bloomberg)...
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23.03.26 - 00:36
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How China could dominate AI era′s ′tokenomics′ with vast power grids and low-cost models (SCMP)
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“Tokens are the new commodity,” said Nvidia CEO Jensen Huang, clad in his iconic leather jacket, at the company's annual flagship developer conference, GTC, last week in San Jose, California.
The chip designer's helmsman wants to recast his company not as a silicon vendor but as the architect of what he calls “AI [artificial intelligence] factories”, whose standard product is “token”.
While Nvidia is busy writing the rules of a new token economy, a parallel debate is emerging in China around the......
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22.03.26 - 12:48
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Alibaba chairman Joe Tsai credits China′s AI edge to power grid, open-source models (SCMP)
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China's artificial intelligence breakthroughs in recent years stemmed from the country's strategic strengthening of its power grid, commitment to open-source models and complete manufacturing supply chain, according to Joe Tsai, chairman of Alibaba Group Holding.
“Currently, geopolitical complexities are deeply affecting supply chain security and the sharing of technological achievements,” Tsai said in a speech on Sunday at the China Development Forum 2026 in Beijing. “In this era and......
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