Allianz CIO Sees Markets Pricing 'Darwinian Effect of AI'
Ludovic Subran, chief investment officer and chief economist at Allianz, discusses the outlook for technology stocks, inflation and central bank policy. He speaks on Bloomberg Television.

Ludovic Subran, chief investment officer and chief economist at Allianz, discusses the outlook for technology stocks, inflation and central bank policy. He speaks on Bloomberg Television.
South Korean stocks tumbled from a record high as investors sold off chip heavyweights on renewed concern that the rally has become overstretched. The Kospi closed down 10%, with losses extending after a 20-minute trading suspension by the Korea Exchange. Bloomberg's Neil Campling has the latest.
Oil steadied after falling more than 3% in previous sessions following early progress in peace talks over the Iran war. A US waiver allows some sales from Iran, offering them a crucial economic lifeline. Rachel Ziemba, Founder of Ziemba Insights spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East and Africa on the energy markets response to the US-Iran talks.
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Zerodha co-founder, Nikhil Kamath, says he's increasing exposure to Indian equities despite recent foreign outflows and muted market performance. He joined Bloomberg's Minmin Low on the sidelines of the World Economic Forum in Dalian and appeared on Insight with Haslinda Amin.
Emilie Bodoin, Founder, Chairman & CEO of Pure Lithium, discusses advances in battery technology and supply chains. The company has a pilot line launching in Chicago and is seeking partners for commercialization. She speaks on the sidelines of the World Economic Forum in Dalian with Bloomberg's Minmin Low.
Ester Baiget, CEO of Danish biosolutions company Novonesis, discusses the firm's China business and growth strategy. She speaks with Minmin Low from the sidelines of the World Economic Forum's Annual Meeting of the New Champions in Dalian.
Johnson Chui, Head of Global Issuer Services at HKEX, says the exchange operator has seen greater diversity in the types of companies listing in Hong Kong. He speaks with Stephen Engle from the sidelines of the World Economic Forum's Annual Meeting of the New Champions in Dalian.
Australian chicken producer Inghams has implemented a "complete lock-down" at its Western Australia operations following the detection of the H5N1 avian influenza in the state. With the virus having reached every continent, the outbreak raises risks for the global agricultural sector and the broader ecosystem. University of Tasmania senior lecturer Jane Younger discusses the potential impact on Australia's food supply and wildlife on "Bloomberg: The Asia Trade."
A leveraged ETF linked to SK Hynix has grown larger than Hong Kong's oldest ETF, which tracks the Hang Seng Index. The milestone highlights investors' voracious appetite for risky bets on the booming semiconductor sector. However, Bloomberg Intelligence says products such as the SK Hynix 2x Leveraged ETF carry a hidden structural drag that could erode investor returns over time.