Ben Harburg, founder and and portfolio manager at Core Values Alpha, discusses U.S. President Joe Biden’s decision to raise tariffs on $18 billion in Chinese imports.
Fred Havemeyer, head of U.S. artificial intelligence and software research at Macquarie, discusses the launch of OpenAI’s new artificial intelligence model, GPT-4o.
Zerlina Zeng, senior credit analyst at CreditSights, discusses China’s electric vehicle sector, and says “it’s probably a great equity story in the short term, but over the medium to long term we are a bit concerned on the credit fundamental front.”
Jason Lui, head of Asia-Pacific equity and derivative strategy at BNP Paribas, says “there could be a little bit of profit-taking as we get into the second half of the year.”
Matty Zhao, head of Asia-Pacific basic materials and oil and gas research at BofA Securities, says artificial intelligence will boost the demand for copper and the metal’s prices.
Priscilla Chong, country manager at Amazon Web Services Singapore, says the investments will go into the construction and buildup of data center capabilities.