Japanese city many people walking through busy intersection at night

Southeast Asia Must Choose Scale Over Protectionism

Southeast Asia has the demographics, digital adoption and manufacturing momentum to become one of the world’s most important growth regions. But to realise that potential, governments must choose scale over protectionism. The region’s biggest opportunity lies in acting more like an integrated market and less like a collection of guarded national economies. Protectionist instincts are…

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Multiple world flags including China Korea and Pakistan

Foreign Funds Return to China and Korea as Earnings Improve

Foreign funds are returning selectively to Chinese and South Korean equities as improving earnings expectations and cheaper valuations draw investors back into markets that were heavily underweighted last year. The flows remain cautious, but brokers say global accounts are again asking for exposure to technology hardware, internet platforms, automakers and industrial exporters. China’s market has…

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Hong Kong’s Regulatory Framework for AI Chip IPOs Faces Its First Real Test with the Biren and Kunlunxin Listings

The debut of Shanghai Biren Technology on the Hong Kong Stock Exchange, raising HK$5.58 billion in an offering that was subscribed more than 2,300 times in the public tranche, and Baidu’s confidential filing for a Kunlunxin IPO on the same day, have put Hong Kong’s regulatory framework for semiconductor listings under intense scrutiny. The exchange’s…

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