Artificial Intelligence

Is the "AI trade" now moving into a more selective, post-euphoria phase?

The war is three months old, stocks are at record highs and the Fed is talking hikes

Post-Nvidia, the "AI Trade" demands selectivity. Brent crude's US$100+ floor remains. What about the dollar's safe-haven status, Kospi tech, and G7 bond debt risks?

Standard Chartered Bank is among the first major global banks to explicitly link planned job cuts to AI adoption.
COMMENTARY

What the furore over ‘lower-value human capital’ reveals about AI and the future of banking

Lenders are learning that the artificial intelligence transition requires more than charting productivity gains

Standard Chartered CEO Bill Winters wrote in a LinkedIn post on Friday that he recognised his “choice of words” has “caused upset to some colleagues.” 

StanChart CEO apologises for ‘lower-value’ comments after outcry

The CEO’s remarks drew condemnation on social media and across Asia

Lenovo’s share gains buck the trend of other Hong Kong-listed tech companies.

Lenovo shares near all-time high after strong AI growth

For the fiscal year ended March, the PC maker reports profit up 38% while it grows revenue by 20%

The state planner’s denial comes as it looks to manage the fallout of a decision to order Meta to unwind its acquisition of Manus.

Meta-Manus deal reversal: China does not make tech firms reject foreign investment, state planner says

Foreign investment must comply with Chinese laws and regulations, says a spokesperson

Singapore is the one place in Asia where global labs, Middle Eastern sovereign capital and Asean enterprise buyers can sit in the same room with minimal political friction.
THE BROAD VIEW

The Silicon Valley-Singapore bridge: bringing AI to the world

The moment to define the next decade of artificial intelligence deployment in Asia is now

DeepSeek has drawn strong interest from a plethora of investors.

DeepSeek founder declares artificial general intelligence goal as 70 billion yuan funding round advances

The state vehicle’s involvement underscores the importance that Beijing is attaching to the startup

TSMC also lacks direct exposure to the memory and storage boom, given its focus on logic chips.

Investors look beyond TSMC as AI boom spreads to new winners

The company now accounts for more than 40% of Taiwan’s Taiex

Starbucks cites need for consistency, supply chain improvements in ending programme.

Starbucks scraps AI tool nine months after deployment over item-counting flops

Staff share internal feedback praising the change: ‘Thanks for discontinuing Automatic Counting!’