https://amp.scmp.com/business/banking-finance/article/3269417/bullish-emerging-markets-chinese-indian-stocks-may-outshine-japan-second-half

https://www.bloomberg.com/news/articles/2024-07-06/chinese-indian-stocks-favored-over-japan-in-asia-s-second-half?embedded-checkout=true

https://www.bloomberg.com/news/articles/2024-07-06/chinese-indian-stocks-favored-over-japan-in-asia-s-second-half?embedded-checkout=true

Chinese, Indian Stocks Favored Over Japan in Asia’s Second Half

Survey shows an investor preference for the region’s EM giants
Strategists see Asian equities outperforming US to year-end

Equities in China and India are being touted as potential outperformers in Asia in the second half of the year as investors flock to emerging-market themes.

About a third of 19 Asia-based strategists and fund managers surveyed informally by Bloomberg News said they see Chinese stocks outstripping most over the next six months. A similar number picked India as their top bet while Japan was a distant third.

https://www.bloomberg.com/news/articles/2024-07-06/chinese-indian-stocks-favored-over-japan-in-asia-s-second-half?embedded-checkout=true

Chinese, Indian Stocks Favored Over Japan in Asia’s Second Half

Survey shows an investor preference for the region’s EM giants
Strategists see Asian equities outperforming US to year-end

Equities in China and India are being touted as potential outperformers in Asia in the second half of the year as investors flock to emerging-market themes.

About a third of 19 Asia-based strategists and fund managers surveyed informally by Bloomberg News said they see Chinese stocks outstripping most over the next six months. A similar number picked India as their top bet while Japan was a distant third.

https://www.bloomberg.com/news/articles/2024-07-06/chinese-indian-stocks-favored-over-japan-in-asia-s-second-half?embedded-checkout=true

The S&P 500 rose to a new high on Friday, posting a record close as the latest jobs report reignited hopes for rate cuts from the Federal Reserve.

https://www.cnbc.com/amp/2024/07/04/stock-market-today-live-updates.html

S&P 500, Nasdaq post record closes Friday as jobs report raises Fed rate cut hopes: Live updates
https://www.cnbc.com/amp/2024/07/04/stock-market-today-live-updates.html

S&P 500, Nasdaq post record closes Friday as jobs report raises Fed rate cut hopes: Live updates
https://www.cnbc.com/amp/2024/07/04/stock-market-today-live-updates.html

According to its financial guidance announced on July 5th, the semiconductor giant projects its operating profit to grow more than 15-fold YoY to 10.4 trillion won (USD 7.5 billion) in its preliminary results for the April-June quarter, outstripping market expectations.

https://www.trendforce.com/news/2024/07/05/news-samsung-anticipates-q2-profit-to-soar-on-ai-demand-with-a-15-fold-increase/

Samsung Anticipates Q2 Profit to Soar on AI Demand with a 15-fold Increase
https://www.trendforce.com/news/2024/07/05/news-samsung-anticipates-q2-profit-to-soar-on-ai-demand-with-a-15-fold-increase/

[News] Samsung Anticipates Q2 Profit to Soar on AI Demand with a 15-fold Increase
https://www.trendforce.com/news/2024/07/05/news-samsung-anticipates-q2-profit-to-soar-on-ai-demand-with-a-15-fold-increase/

PHLX Semiconductor index was up 1.92 percent yesterday.

PHLX Semiconductor index was up 1.92 percent yesterday.

https://theedgemalaysia.com/node/717664

Kenanga stays 'overweight' on technology sector, sees improving order visibility
https://theedgemalaysia.com/node/717664

Kenanga stays 'overweight' on technology sector, sees improving order visibility
https://theedgemalaysia.com/node/717664

[Big read] Penang leads Malaysia’s semiconductor charge
https://www.thinkchina.sg/technology/big-read-penang-leads-malaysias-semiconductor-charge

Fed’s Goolsbee Says Policymakers Should Prepare for Rate Cuts

Goolsbee sees inflation on “a path to 2%”, warns on employment
Holding rates as inflation falls is a decision to tighten
https://www.bloomberg.com/news/articles/2024-07-02/fed-s-goolsbee-says-policymakers-should-prepare-for-rate-cuts

Morgan Stanley Turns Bullish on Chinese Banks as Risks Subside

Policy moves will boost mortgages, margins, analyst says
Industrial upgrades paying off, aiding shift from property
https://www.bloomberg.com/news/articles/2024-06-28/morgan-stanley-turns-bullish-on-chinese-banks-as-risks-subside?embedded-checkout=true

https://www.malaymail.com/amp/news/money/2024/06/20/miti-malaysias-trade-in-may-grows-103pc-y-o-y-to-rm24631b-hits-20-month-high/140603

https://www.thestar.com.my/business/business-news/2024/06/20/dnex-expanding-technology-customer-base

Computer Industry Joins NVIDIA to Build AI Factories and Data Centers for the Next Industrial Revolution
https://nvidianews.nvidia.com/news/computer-industry-ai-factories-data-centers

Singapore looks to boost AI with plans for quantum computing and data centers
https://www.zdnet.com/article/singapore-looks-to-ai-future-with-plans-for-quantum-chip-and-data-centers/#google_vignette

MAA: Malaysia's new vehicle sales up 21% in April

AI is driving a global boom in data center construction!

TSMC’s May Sales Rise 30% as Countries Race to Secure AI Chips

AI is driving a global boom in data center construction
TSMC is the biggest chipmaker to both Apple and Nvidia
https://www.bloomberg.com/news/articles/2024-06-07/tsmc-s-may-sales-rise-30-as-countries-race-to-secure-ai-chips

Zafrul: ByteDance planning RM10b investment to make Malaysia a regional AI hub

Taking into consideration future requirements, Tengku Zafrul said, the company also plans to expand the data centre facility with an additional investment of RM1.5 billion.

ByteDance plans to invest in AI to turn Malaysia into an regional AI hub with a proposed investment of about RM10 bil - https://theedgemalaysia.com/node/714621

China’s Exports Surge More Than Expected in Economic Boost

Exports climbed 7.6% last month, beating economist forecasts
Slow growth in imports points to weak domestic demand
https://www.bloomberg.com/news/articles/2024-06-07/china-s-may-exports-surge-7-6-in-boost-for-economy

https://www.bloomberg.com/news/articles/2024-06-07/china-s-may-exports-surge-7-6-in-boost-for-economy

China’s Exports Surge More Than Expected in Economic Boost

Exports climbed 7.6% last month, beating economist forecasts
Slow growth in imports points to weak domestic demand
https://www.bloomberg.com/news/articles/2024-06-07/china-s-may-exports-surge-7-6-in-boost-for-economy

China’s Exports Surge More Than Expected in Economic Boost

Exports climbed 7.6% last month, beating economist forecasts
Slow growth in imports points to weak domestic demand
https://www.bloomberg.com/news/articles/2024-06-07/china-s-may-exports-surge-7-6-in-boost-for-economy

TSMC’s May Sales Rise 30% as Countries Race to Secure AI Chips

AI is driving a global boom in data center construction
TSMC is the biggest chipmaker to both Apple and Nvidia
https://www.bloomberg.com/news/articles/2024-06-07/tsmc-s-may-sales-rise-30-as-countries-race-to-secure-ai-chips

TSMC’s May Sales Rise 30% as Countries Race to Secure AI Chips

AI is driving a global boom in data center construction
TSMC is the biggest chipmaker to both Apple and Nvidia
https://www.bloomberg.com/news/articles/2024-06-07/tsmc-s-may-sales-rise-30-as-countries-race-to-secure-ai-chips

https://www.thestar.com.my/business/business-news/2024/06/07/growth-potential-in-genetec

Malaysia's property market to be stable in 2024 with sustained growth over next 3 years - Nga - https://www.thestar.com.my/business/business-news/2024/06/06/malaysia039s-property-market-to-be-stable-in-2024-with-sustained-growth-over-next-3-years---nga

European Central Bank cuts main interest rate by 0.25 points
ECB reduces rate to 3.75% across eurozone, putting it ahead of US Federal Reserve and Bank of England

European Central Bank cuts main interest rate by 0.25 points
ECB reduces rate to 3.75% across eurozone, putting it ahead of US Federal Reserve and Bank of England

https://amp.theguardian.com/business/article/2024/jun/06/european-central-bank-cuts-main-interest-rate

China’s Big Chip Fund to Exceed $47.5 Billion Goal, Adviser Says

The investment vehicle operates under longer 10-year timeframe
Beijing is trying to build a world-class semiconductor sector
https://www.bloomberg.com/news/articles/2024-06-06/china-s-big-chip-fund-to-exceed-47-5-billion-goal-adviser-says

China’s Big Chip Fund to Exceed $47.5 Billion Goal, Adviser Says

The investment vehicle operates under longer 10-year timeframe
Beijing is trying to build a world-class semiconductor sector
https://www.bloomberg.com/news/articles/2024-06-06/china-s-big-chip-fund-to-exceed-47-5-billion-goal-adviser-says

FBM KLCI pushes on as more US data points to rate cuts - https://www.thestar.com.my/business/business-news/2024/06/06/fbm-klci-pushes-on-as-more-us-data-points-to-rate-cuts

JLL Malaysia anticipates more data centre developments across Malaysia due to rising demand - https://theedgemalaysia.com/node/714408

PHLX Semiconductor (^SOX) was up 4.52 percent yesterday..

DNeX and Theta Edge in two-horse race for NIISe project

Genetec anticipates increasing demand for its automation solutions
https://www.thestar.com.my/business/business-news/2024/05/28/genetec-anticipates-increasing-demand-for-its-automation-solutions

Strong oil prices to buoy upstream O&G companies
https://www.thestar.com.my/business/business-news/2024/05/27/strong-oil-prices-to-buoy-upstream-og-companies

https://www.bloomberg.com/news/articles/2024-05-28/copper-resumes-gains-on-china-property-boost-weaker-dollar?embedded-checkout=true

Copper Resumes Gains as China Property Measures Boost Sentiment

Metal’s rally has further to run: China Industrial Futures
UBS analysts see further tightening of copper fundamentals
https://www.bloomberg.com/news/articles/2024-05-28/copper-resumes-gains-on-china-property-boost-weaker-dollar?embedded-checkout=true