Yen Gains as Global Risk Aversion Revives Safe-Haven Demand
The Japanese yen strengthened as investors moved towards defensive assets, but interest-rate differences and energy costs continue to complicate its longer-term direction.
Trusted Insights. Asian Perspective.
The Japanese yen strengthened as investors moved towards defensive assets, but interest-rate differences and energy costs continue to complicate its longer-term direction.
SK Hynix has stopped reviewing a US listing for Solidigm, preserving financing flexibility as investors scrutinise technology valuations and AI infrastructure spending.
Lingjun Capital has attracted more than US$300 million from overseas investors and is discussing a further sovereign wealth fund allocation.
Natural disasters caused 199.36 billion yuan in direct losses across China during the first nine months of 2026.
SoftBank shares have fallen close to half their 52-week peak as investors reassess AI valuations, funding commitments and balance-sheet risk.
DeepSeek reportedly raised about 100 billion yuan in new capital, with Tencent and CATL among the largest investors, although full terms remain undisclosed.
Low forward-implied yields and reduced volatility are strengthening the Singapore dollar’s appeal as a carry-trade funding currency.
A new wave of Chinese AI, biotechnology and robotics exports could reshape competition across Asia, though the scale of disruption remains uncertain.
The CSI 300 neared a technical bear market while Hong Kong shares hit a four-month low amid weaker stimulus expectations and AI concerns.
Asian shares moved lower as investors weighed technology earnings and AI investment against energy and geopolitical risks.