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

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

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