Asian equities saw sharp foreign outflows exceeding $10.18 billion in the first week of November, as investors booked profits and grew cautious about lofty AI-driven tech valuations and the sustainability of recent market highs, according to LSEG data. This marks a major reversal from the $2.28 billion in net inflows recorded in October. 🔹 Regional...
SoftBank Group (TYO: 9984) has sold its entire $5.8 billion stake in Nvidia, triggering new debate over whether the AI frenzy has peaked. The move comes as CEO Masayoshi Son doubles down on his “all-in AI strategy,” reallocating capital toward: 🔹 Investor Jitters Rising “The sale timing suggests Son believes the AI rally — up...
SoftBank Group (TYO: 9984) reported a stunning 2.5 trillion yen ($16.6 billion) quarterly profit — more than double last year’s figure — as Masayoshi Son’s bold bet on OpenAI delivered major valuation gains. The surge marks SoftBank’s best quarter since 2022, reinforcing its position at the center of the global AI investment wave. 🔹 Key...
Microsoft (NASDAQ: MSFT) announced plans to invest $10 billion in a new artificial intelligence data hub in Sines, Portugal, positioning the country as one of Europe’s leading AI infrastructure hubs. The project — developed in partnership with Start Campus, Nscale, and NVIDIA — will deploy 12,600 next-generation NVIDIA GPUs, marking one of Europe’s largest AI...
British investors have withdrawn a record £7.4 billion ($9.9 billion) from equity funds since June — marking the longest streak of monthly net selling since the Brexit vote in 2016, according to new data from Calastone. The selloff highlights growing caution among UK investors amid: 🔹 Key Data Points “Investors are questioning whether high global...
Emerging markets saw a strong revival in investor appetite last month as non-resident investors added $26.9 billion to EM equity and debt portfolios, according to the Institute of International Finance (IIF). This marks a sharp rebound from $21.1B in September and a $5B outflow in October 2024 — signaling renewed confidence in developing economies amid...