Author: Charlotte

Asia-focused hedge funds have emerged as some of the biggest beneficiaries of the artificial intelligence boom, with several delivering triple-digit returns in the first five months of 2026 by capitalising on investments across the semiconductor and AI ecosystem.The strong gains underscore that the AI-driven market rally has remained resilient despite bouts of volatility triggered by geopolitical tensions, including the conflict in Iran. Rising demand for AI infrastructure and supply-side constraints across the semiconductor industry have helped propel technology stocks higher, driving benchmark indices in Japan, South Korea and Taiwan to record levels.Hong Kong-based WT Asset Management’s long-short China Focus fund…

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The stablecoin market continues to show resilience despite ongoing weakness across crypto markets. While periods of outflows remain visible, the broader stablecoin supply has largely stabilized rather than entering a sustained decline. Earlier in February, Tether [$USDT] and USD Coin [$USDC] monthly liquidity outflows approached $8 billion. Since then, the pace has eased to roughly $4 billion, suggesting capital is no longer leaving the ecosystem as aggressively as before. Source: CryptoQuant However, exchange activity paints a different picture. During the market’s strongest phases, $USDT and $USDC inflows surged, with monthly inflows reaching $5.7 billion and occasionally exceeding $15 billion on…

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I was talking with a fellow tennis player during a break in a game. I’m at my cottage in Canada, and we play 3 on 3, which sounds weird but is a real kick. He told me that he’s a socialist progressive and said that his beef with capitalism is the inequality it creates. He had in mind by “capitalism” the system that both Canada and the U.S. have. I replied that you couldn’t state that the current degree of inequality is due to capitalism because we don’t have capitalism; we have a mixed economy. I pointed out that term…

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Trustee of Massachusetts PRIM said investing with a stewardship and sustainability-conscious approach remains “common sense” for the $116 billion fund, though she said it has been harder for the investor to access some ESG-related information from managers and companies. Massachusetts state Treasurer Deborah Goldberg, who chairs a nine-person board for MassPRIM, proposed to establish an ESG committee for the fund in early 2022, which held its inaugural meeting in 2023. The four priorities of climate transition planning, fair pay, sustainable forestry and transparency which are considerations incorporated into all of its portfolio investments. “I came out of the grocery business,…

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The most consequential force in modern markets is also the most boring, which is exactly why almost nobody examines it. Passive investing means the index funds and ETFs that now command a share of the market rivaling active management. It has quietly rewired how every stock gets priced. The revolution sold itself on virtue, lower fees and simple diversification, and delivered both. Yet it also created strange and underappreciated distortions, mechanically inflating the large and starving the small regardless of merit. This file examines those effects, a deeper look beneath our chapter on the machine takeover. Passive investing is not…

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Passengers arrive at the departures hall of Terminal 2 of Hong Kong International Airport in south China’s Hong Kong, on May 27, 2026. [Photo/Xinhua]Paul Chan, financial secretary of the Hong Kong Special Administrative Region government, said on Sunday that Hong Kong’s first five-year plan will foster economic development and boost employment.His remarks came as the two-month public consultation period for the blueprint will start on Monday.Chan wrote in his blog that the plan will help the business community, companies and residents develop a clearer vision for the future. He hopes that the public consultation will generate informed and novel ideas…

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