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27.11.25 - 20:12
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Still Constructive on Chinese Equities, Huynh Says (Bloomberg)
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Sophie Huynh, portfolio manager and strategist at BNP Paribas Asset Management, explains why China remains a pocket of diversification in the firm's portfolios. She speaks to Lizzy Burden on "Bloomberg Markets." (Source: Bloomberg)...
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27.11.25 - 14:06
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Stampede for Moore Threads′ IPO as China flexes its GPU ambitions (SCMP)
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Chinese onshore investor frenzy for artificial intelligence chips has intensified, with the initial public offering (IPO) of Beijing-based graphics processing unit (GPU) maker Moore Threads drawing more than 4,000 times subscription from retail investors this week.
The red-hot demand for Moore Threads highlights China's determination to build home-grown alternatives to Nvidia's chips, and is expected to accelerate listing plans for other domestic GPU developers, from MetaX to Biren......
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27.11.25 - 13:18
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China′s Anta Sports Said To Weigh Bid For Germany′s Puma | The Pulse 11/27 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Claudia Panseri, UBS France CIO; Odile Renaud-Basso, EBRD President; Bruna Skarica, Morgan Stanley Chief UK Economist; Oscar de Bok, DHL Global Forwarding CEO. (Source: Bloomberg)...
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27.11.25 - 12:18
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UBS remains bullish on Chinese tech but warns of big market swings in 2026 (SCMP)
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UBS has warned of greater market volatility next year, citing risks ranging from weaker-than-expected artificial intelligence revenue to geopolitical tensions, but the Swiss investment bank remains bullish about Chinese technology shares and gold.
UBS identified five major market risks for next year: economic weakness, a resurgence of inflation, government debts, renewed US-China conflicts, and disappointing returns from AI after three years of heavy investment.
“One point that we can be very......
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