Key Takeaways:
North American investors obsess over macro risks while Asia bets big on AI’s untapped potential
China’s AI narrative faces skepticism abroad but fuels a $46B tech rally at home
Hedge funds cash in on "Two Sessions" volatility as long-only EM funds double down
Valuation gaps hit extreme levels: BABA trades at 10x earnings while NVIDIA eyes 32x
US "BTC reserve" plan evolves into mul...

What has EPF done right to achieve such high dividends?
EPF's investment style: The art of steady progress
What does EPF invest in? Unveiling core holdings
How to track EPF's investment moves?
On March 1st, the Employees' Provident Fund (EPF) of Malaysia announced that the dividend yield for 2024 was 6.3%, which is the highest dividend yield since 2018.
The dividend rates for both conventional savings and Islamic savings are 6.30%, bot...

President Donald Trump is set to address a joint session of Congress on March 4-- his first speech to Congress of his second term.
His speech will be his fifth public address before a joint session of Congress, and comes at a time when Republicans hold a trifecta with a GOP president and majorities in both the House and the Senate.
Disclaimer:
This presentation is for information and educational use only and is not a recommendation or endorse...

Key Takeaways:
DeepSeek demonstrates exceptional profitability with an 85% gross margin, potentially pressuring competitors.
Infrastructure emerges as the new AI battleground. DeepSeek's GPU efficiency and cost management excel, potentially challenging cloud computing giants.
Reduced AI costs may significantly expand application scenarios. Companies with advantages in both models and infrastructure coul...

Key Takeaways:
Bullish Sentiment on Alibaba: Major financial analysts have raised Alibaba's target prices, signaling strong optimism about its future market performance.
Growing Confidence in Chinese Markets: Financial institutions like Goldman Sachs and J.P. Morgan express increasing confidence in the Chinese markets, using bullish language and supportive market actions.
Rally in Hong Kong Stocks: The Hong Kong stock market co...

DeepSeek achieved a breakthrough in AI performance, causing NVIDIA's stock price to plummet 16.97% on January 27th. Despite this, major tech companies have not reduced their investment plans in the AI sector and continue to bet on NVIDIA's technological advantages.
NVIDIA began its rebound on February 3rd, reclaiming lost ground in just 16 trading days. Over a one-year period, NVIDIA is up 106%, remaining the top perf...

An Undervalued Southeast Asian Infrastructure Giant: Can It Withstand the Pressure of High-Interest Rates?
1. Financial Report Overview: The Financial Code of an Infrastructure Giant
Key Data:
– Revenue Resilience: Revenue for the first half of fiscal year 2024 (ending December 2023) was RM15.83 billion, a slight increase of 5.2% year-on-year, with infrastructure projects providing a solid foundation.
– Pro...

At the beginning of 2025, the large-language model DeepSeek created a huge sensation in the global technology market.
Developed by a young Chinese team, DeepSeek has taken the global center stage upon its debut, featuring low-cost, high-performance, and open-source characteristics. Some argue that, with these advantages, DeepSeek has triggered market fluctuations and may prompt global investors to re-eva...