economic

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Daily Memo: Kim and Xi Meet, Cuba Makes Preparations

S5

Expanding ties. North Korean leader Kim Jong Un and Chinese President Xi Jinping pledged to deepen ties during a meeting in Pyongyang on Monday. According to Chinese state media, Xi emphasized his country’s willingness to cooperate on a number of fronts, including trade, agriculture, construction and technology. It’s Xi’s first trip to North Korea in […] The post Daily Memo: Kim and Xi Meet, Cuba Makes Preparations appeared first on Geopolitical Futures .

about 1 month ago

economic

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The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

S5

A sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks. As their rapid gains pushed portfolio weights beyond risk limits, active fund managers were forced to sell despite strong fundamentals. The unwind triggered market volatility, accelerated fund outflows and intensified the shift from active to passive investing.

about 1 month ago