Stock Markets

THE BOTTOM LINE

Market calls for 2026 already laced with ‘Buy, but...’

The conviction about the economic picture seems weaker than usual

A tumble in the price of Bitcoin  soured the mood last Thursday, and stocks quickly followed.

The warning signals from Bitcoin’s fall

Moves in the cryptocurrency are becoming an early alert that markets are unwell

South Korea’s tech-heavy Kospi benchmark has surged 21% over the past three months, with shares of heavyweight SK Hynix, a key supplier to Nvidia, having more than doubled.

China’s AI promise lures top Asia fund away from South Korea, Taiwan

Investments by leading Chinese cloud services providers are expected to rise 20% next year

Beyond Nvidia, other semiconductor companies are struggling all of a sudden as Wall Street questions the durability of AI spending.

Nvidia didn’t save the market. What’s next for the AI trade?

An index of chip-related stocks is down 11% in November and on pace for its worst month since 2022

Nvidia’s third quarter revenue jumped 62 per cent to $57 billion, thanks to strong demand for AI chips used in data centres.

Why markets reversed overnight and what investors should watch next

AI fears, shaky US data, Japan’s record spending plan, and a brutal crypto slide. Host Emily Liu and Dina Ting from Franklin Templeton explain the volatility.

Credit markets are far from panic, with valuations still close to multi-decade highs, but money managers say more caution is seeping in.

AI bubble and growth fears are creeping into US credit markets

Risk premiums on everything from investment-grade corporates to junk bonds are hovering near their highest levels in weeks

Although a market crash would surprise almost nobody, few have thought about its consequences.
PERSPECTIVE

How markets could topple the global economy

If the AI bubble bursts, an unusual recession could follow

Stocks are retreating from record highs on fears equity markets may have become overstretched.

Asia: Stocks tumble as stretched valuation fears grip markets

Sellers were particularly harsh on both the Japanese and South Korean markets

The MSCI Philippines Index has only 11 members, with over two-thirds of the gauge concentrated in financials and industrials.

Philippines seeks fix for world’s worst-performing stock market

The country has only listed a fraction of the companies than its regional peers

In China, weak household confidence and a booze ban for official functions have added fuel to the downtrend.

Shift in drinking habits wipes US$830 billion off alcohol stocks

The main challenge facing the industry is a change in behaviour