Fabiana Fedeli, CIO of multi-asset at M&G Investments, says the level of concentration in Asian equity indices and the S&P is a concern, but that there are "plenty of opportunities" from a broader market perspective. "There are some real outstanding winners that are not actually in AI," Fedeli tells Bloomberg Television. "There's a lot of comfort that you can actually grow from that."
BitGo reported a 19% increase in second-quarter revenue and growth in assets under custody to US$4.3 billion.
As AI adoption accelerates, India could see a sharp increase in power demand from data centers. On the Emerging podcast, Tata Power CEO Praveer Sinha and India Energy & Climate Center's Mohit Bhargava discuss whether India is in for a grid shock.
"Disruptions will be more prevalent in the future," shipping giant Maersk's CEO Vincent Clerc tells Bloomberg's Guy Johnson and Tom Mackenzie on The Opening Trade citing bottlenecks across Africa, Europe, and China.
Water levels on the Rhine river at Kaub, Germany, have fallen to the lowest since records began in 1880, and could drop further as another heat wave bakes Europe this week. Companies such as Thyssenkrupp, BASF and Lanxess that rely on the waterway have had to adjust rapidly to keep goods flowing. Bloomberg's Oliver Crook reports.
N. Chandrasekaran's resignation has thrust succession planning at the Tata Group into the spotlight at a time of heightened geopolitical uncertainty. Speaking to Paul Allen on Insight with Haslinda Amin, Kavil Ramachandran of the Indian School of Business said leadership transitions are best avoided when conditions are unstable.
ASUS Co-CEO, S.Y. Hsu, says AI server demand remains strong, prompting the company to raise its 2026 growth outlook. He discusses AI infrastructure spending, memory shortages, supply chain challenges, and the outlook for AI servers and PCs. He spoke exclusively with Paul Allen on Insight with Haslinda Amin.
The US military campaign against Iran has failed to force the regime to capitulate, so the Trump administration is relying on economic sanctions and a naval blockade to stifle oil exports. Bloomberg's Onur Ant explains what the challenges are, with some arguing that the regime is entrenched and that sanctions are unlikely to convince Iran to give up their nuclear program.
Tata Sons is experiencing a deepening leadership crisis at a time when the conglomerate is spearheading the country's push into high-tech sectors. Indian School of Business Professor of Entrepreneurship Kavil Ramachandran breaks down how the confusion among the leadership is perceived by markets, and explains why the turmoil is so unexpected.
A revival in the global AI trade pushed South Korean stocks toward a technical bull market, marking a dramatic turnaround from last month's historic rout. Bloomberg TV's Avril Hong breaks down the latest moves.
Molly Brooks, US Rates Strategist at TD Securities, discusses how the latest US core inflation data is likely to ease pressure on the Federal Reserve to raise interest rates. She speaks with Shery Ahn on Bloomberg: The Asia Trade.
Wintermute is reportedly planning to invest US$1 billion to expand into artificial intelligence and traditional finance, according to a report.
