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Headwinds in Europe, tailwinds in big tech – and momentum building in Asia

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Manage episode 508004056 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

European markets have recently underperformed compared to their US counterparts, with German automakers weighing heavily on broader indices yesterday. Meanwhile, US technology stocks continue to power ahead, buoyed by another significant development in the AI space—the announcement of a partnership of Nvidia with one of its largest customers, OpenAI. In today’s episode of Moving Markets, we are joined by Richard Tang, Head of Research Hong Kong, who sheds light on how the ongoing AI boom is driving growth not just in the US, but also across select Asian markets.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:24) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (07:07) - China and Japan in focus: Richard Tang, Head of Equity Research Hong Kong
  • (13:41) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
  continue reading

824 episodes

Artwork
iconShare
 
Manage episode 508004056 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

European markets have recently underperformed compared to their US counterparts, with German automakers weighing heavily on broader indices yesterday. Meanwhile, US technology stocks continue to power ahead, buoyed by another significant development in the AI space—the announcement of a partnership of Nvidia with one of its largest customers, OpenAI. In today’s episode of Moving Markets, we are joined by Richard Tang, Head of Research Hong Kong, who sheds light on how the ongoing AI boom is driving growth not just in the US, but also across select Asian markets.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:24) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (07:07) - China and Japan in focus: Richard Tang, Head of Equity Research Hong Kong
  • (13:41) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
  continue reading

824 episodes

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