Schw Em Mkt

Alibaba's Joe Tsai and Eddie Wu Letter: AI Business Enters Commercialization, Projecting 30 Billion Annual Revenue

Alibaba Cloud Announces Full Openness of Bailian Platform, Integrating Multiple Large Models Including GLM-5.1

Fairtree Cuts Alibaba Stake by 57.7%, Other Investors Increase Holdings

Alibaba Cloud Opens Bailian Platform and Launches New Models with Moonshot and Minimax

Alibaba Dissolves Miaoya AI App Team, Focuses on E-commerce AI Strategy

Alibaba Cloud Launches Qwen Cloud AI Agent Service Model

Alibaba Cloud Unveils New AI Model Qwen3.7-Max and AI Chip Zhenwu M890

Taobao Tmall Launches 2026 Hong Kong 618, Introduces Next-Day Delivery and Return Services

Alibaba Cloud Launches Qwen3.7-MaX with Significant Performance Boosts

Fliggy Launches Hotel Merchant AI Assistant, Over 110k Hotels Join with 70% Efficiency Boost

Alibaba Cloud Launches 'Qwen Cloud', a New Service Platform Designed for AI Agents

Alibaba Unveils 128-GPU AI Server Based on Zhenwu M890

National subsidies increase for Tmall 618, adding 22 new categories

Alibaba Cloud Launches Next-Gen AI Chip Zhenwu M890

Alibaba holds Cloud Summit in Hangzhou, may release a major new AI model

Tencent Holdings released the Next Day Disclosure Report on share repurchase

J.P. Morgan maintains 'Buy' rating on Alibaba with a price target of $205

Goldman Sachs reiterates 'Buy' rating on Tencent, encouraged by progress in its AI strategy

Tencent, CATL, and others join a new climate coalition to boost carbon credit demand

Micware

Silexion Therapeutics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Linkage Global

GCL Global

Jupiter Neurosciences

Capstone

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

BiomX

EIDO

SPEM

SCHE

IEMG

Thailand's Q1 GDP data is expected to show slowed growth, with private consumption moderating and tourism revenue contracting. In Malaysia, inflation may rise to 1.9% due to higher fuel prices, while exports remain strong. Indonesia's central bank is likely to raise its policy rate by 25 basis points amid forex pressures, although a larger hike is deemed unlikely. A pause may occur if significant foreign currency bonds are issued.

MorningStar

VG Em Mkts

ISHRS MSCI Indonesia

ISHRS MSCI My

SPDR Em Mkt

iShares MSCI Em

iShares Core MSCI EM

ISHRS MSCI Thailand Capped

Australia and New Zealand Banking Group Limited

Barclays

Citigroup

ANZ Group Holdings Limited

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Week Ahead for FX, Bonds: Fed Minutes in Focus as -2-

INDH

DFEV

EMGF

AVEM

EDIV

AVES

The Indian rupee fell 0.2% to 95.94, nearing its record low, as oil prices remained above $100 per barrel. State-run banks' dollar sales provided some support. Brent oil prices rose to $107 per barrel amid U.S.-Iran tensions. India's petrol and diesel prices increased for the first time in four years. Economists expect further measures to encourage foreign capital inflows, while interest rate swaps indicate potential rate hikes over the next year.

Yahoo Finance

Occidental Petroleum

WisdomTree India Hedged Equity

Us Brent Oil

SPDR O&G Equip

Dimensional Emerging Markets Value ETF

iShares MSCI Emerging Mkts Val Fac ETF

Invesco India ETF

Wisdomtree EM High Dividend Fund

SPDR Energy Select

ISHRS S&P Glb Engy

VG Energy

iShares Emerging Markets Equity Factor ETF

iShares US Oil Equip & Svcs

United States Oil Fund LP

Avantis Emerging Markets Equity ETF

VanEck Oil Refiners ETF

SPDR O&G Ex & Prd

SPDR S&P Em Mkt Dvd

Avantis Emerging Markets Value ETF

VanEck Oil Services ETF

ISHRS MSCI India

iShares MSCI EM Ex-China

iShares India 50

iShares US Oil & Gas Expl & Prod

Pro Ultr Bloomberg Crude Oil

Oil price strain keeps rupee near record low, state banks' dollar sales cushion

Emerging market stocks and currencies declined, with the MSCI Emerging Markets Index falling 2.2%, its largest drop in over six weeks, due to rising oil prices and cautious investor sentiment. Brent crude prices increased by over 1%, while concerns about inflation and unresolved conflicts in the Strait of Hormuz dampened risk appetite. A foreign exchange strategist noted that risk assets may continue to fluctuate, though pessimism remains moderate.

CoinLive

Emerging Market Stocks and Currencies Decline Amid Oil Price Rise

EEMA

Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.

ISHRS L Amer 40

BlackRock, Inc.

FIL Ltd.

iShares MSCI EM Market Asia

ISHRS MSCI Em S-Cap

S&P 500

Emerging market stocks are outperforming the S&P 500. How to play the rally.

The Asian Development Bank (ADB) has announced a $70 billion plan to enhance energy and digital infrastructure in Asia and the Pacific by 2035, with Southeast Asia being the primary beneficiary. The initiative includes a pan-Asia power grid and a digital highway to improve connectivity and lower costs. Countries like Indonesia, Vietnam, and the Philippines are expected to receive the largest share of funding due to their infrastructure needs. ADB aims to integrate 20 gigawatts of renewable energy and link 22,000 circuit-kilometers of transmission lines by 2035.

CNBC

SPDR S&P Em Asia

Aecom

Asian Development Bank's $70 billion energy and digital infra push puts Southeast Asia center stage

.SPX

SOXL

Strong corporate earnings momentum has supported equity markets, with U.S. stocks reaching record levels, according to BlackRock. The S&P 500 saw its best month since 2020, driven by technology stocks and improved earnings expectations. Earnings growth is concentrated in large tech firms, which account for a significant portion of the index's market cap. BlackRock maintains a pro-risk stance, favoring U.S. and emerging market equities linked to AI growth, while cautioning about geopolitical risks and potential impacts on the economy from rising oil prices.

- Strong corporate earnings momentum has supported equity markets, with U.S. stocks reaching record levels as profits were revised upward.  
- The S&P 500 capped its best month since 2020 in April, rising approximately 10%, largely driven by mega-cap technology stocks and improving earnings expectations.  
- This increase reflects the growing confidence in corporate profitability among investors.

BlackRock

Direxion Semicon Bull 3X

SPDR S&P Semicon

Global X Cloud Computing ETF

VanEck Semiconductor ETF

SPDR S&P Software

iShares Core S&P 500

iShares Semiconductor ETF

VG S&P 500

Global X Funds Global X Artificial Intelligence & Tech ETF

ISHRS S&P Glb It

Franklin Exponential Data ETF

SPDR S&P 500

iShares Expanded Tech Software Sector ETF

iShares Future AI & Tech ETF

Invesco Semiconductors ETF

Proshares Big Data Refiners ETF

BlackRock Tech and Private Equity Term Trust

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Blackrock Enhanced Div Achievers Trust

BlackRock Science and Tech Term Trust

BlackRock Multi-Sector Income Trust

Earnings strength keeps markets risk-on as AI drives growth, BlackRock says

Emerging markets have reached record highs in 2026, with the MSCI Emerging Markets Index up 14%, outperforming the S&P 500. Key contributors include the AI boom and strong performances from South Korea and Taiwan's tech sectors. Brazil's market has risen 16% due to its oil production and lower dependence on Middle Eastern crude. Despite optimism from falling interest rates and political changes, risks such as volatility and reliance on AI trends persist. However, emerging-market stocks remain attractive due to lower earnings multiples compared to U.S. shares.

iShares MSCI Brazil

ISHRS MSCI S Korea Capped

E Fund Itausa Bovespa ETF(QDII)

ChinaAMC Bradesco Bovespa ETF(QDII)

Emerging markets rally despite Middle East war, energy fears

Artificial intelligence and oil exports have buoyed shares from South Korea to Brazil.

Emerging-market stocks are powering past the war

Emerging market stocks and currencies fell on Thursday due to concerns over escalating tensions in Iran, rising oil prices, and a hawkish US Federal Reserve. Oil prices surged over 7%, reaching a four-year high, amid fears of supply disruptions. Despite the daily decline, MSCI's indexes are on track for their best monthly performance since November 2022. Regional markets showed mixed results, with South Korea and Taiwan achieving significant monthly gains. The Fed's decision to keep interest rates unchanged revealed divisions within the board, adding to market uncertainty.

Invezz

MSCI

Deutsche Bank AG

Thomson Reuters

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

EM stocks dip on Iran fears, eye best month since 2022

Emerging market stocks reached record highs, rising 1.3%, driven by Asian markets' enthusiasm for artificial intelligence, while currencies gained 0.3%. Oil prices remained above $100 a barrel amid stalled U.S.-Iran talks. South Korean and Taiwanese equities hit record highs, but other EM stocks showed mixed performance. Investors are focused on economic fundamentals and upcoming earnings, despite concerns over inflation from the Iran conflict. Most emerging market currencies strengthened against a declining dollar, with the Russian rouble gaining 0.5%. Central bank comments this week will be closely monitored for monetary policy insights.

Fidelity

BetaShares Holdings Pty Ltd.

Taiwan Fd

The Vanguard Group, Inc.

Global X Robotics & Artificial

Commerzbank AG

EMERGING MARKETS-EM stocks hit record high as AI optimism overshadows Iran talks stalemate

This is semi-official bad news for all.

NASDAQ-100

Dow Jones Industrial Average

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Fidelity MSCI Financials Index

Global X NASDAQ 100 Collar 95-110 ETF

Financial Select Sector SPDR Fund

Invesco QQQ Trust

Fidelity Nasdaq Composite Index ETF

VG Financial

Invesco Nasdaq 100 ETF

First Trust NASDAQ-100 Equal Weighted

UBS has downgraded its rating on US stocks to neutral allocation while maintaining an overweight on emerging market equities. The bank pointed out that the US market faces multiple risks, including low operating leverage, downside risks for the dollar, lackluster buyback yields, and high valuations. The strategy team stated that the drawdown of the US market relative to the global market is the largest in nearly 15 years

Wallstreetcn

UBS downgrades US stock ratings, warning of multiple risks including policy and valuation

Schw Em Mkt(SCHE.US)

Week Ahead for FX, Bonds: Fed Minutes in Focus as -2-

Oil price strain keeps rupee near record low, state banks' dollar sales cushion

Emerging Market Stocks and Currencies Decline Amid Oil Price Rise

Emerging market stocks are outperforming the S&P 500. How to play the rally.

Asian Development Bank's $70 billion energy and digital infra push puts Southeast Asia center stage