David Ingles
@DavidInglesTV
Non-award winning journalist. Host of the China show. Chief Markets Editor @BloombergTV APAC. Opinions Mine. No investment advice. No endorsements.
Tbh gotta give tip your hat to the ingenuity of some Chinese tech companies. Pilotless, flying taxis are in the early stages of slowly becoming a reality in China. Morgan Stanley projects this to be a $1 trillion opportunity. Our reporter was brave enough to try it out.…
Looks like a big move up in Toyota today. Bid-ask signals a 4% gap higher at the Tokyo open in a few minutes
Breaking news: US reaches trade deal with Japan. 15% tariffs is a positive for markets (ikr…) Japan and US stock futures rising early in Asia Pac
Breaking news: US reaches trade deal with Japan. 15% tariffs is a positive for markets (ikr…) Japan and US stock futures rising early in Asia Pac
The S&P is at a record but market breadth is terrible. This US market is doing well on the surface but less so if you look deeper. What’s next? (Not just me that has bad breath)
China's onshore market is waking up again. CSI 300 hits highest level of the year. Turnover this month has averaged just under 1.5T yuan, highest monthly average since DeepSeek
Singapore stocks open higher again
This Singapore stock rally’s got some legit sambal, longest win streak in 19 years!
TSMC hit a record high on Friday. It's now matched Berkshire to enter the world's 10 biggest companies by value
This Singapore stock rally’s got some legit sambal, longest win streak in 19 years!
Opportune time to brush up on the difference between Astronomy and Astrology - for those that don’t know
Nvidia's market cap has again surpassed Canada, UK and Germany this year. Next up is India which is ~$1 trillion away. If you think that gap's too much, $NVDA added $1.8 trillion in value since just last April
US stock valuations are again starting to stray further from shore. S&P 500's premium over MSCI World (ex US) is back above 2 standard deviations from the mean. Premium over EMs not quite there but approaching 2 sigma
TSMC is within a whisker of a fresh record. Market cap in Taiwan is also near a trillion US dollars. Capex is focus in the earnings report today. The last two quarters has seen TSMC increase capex by 95% on average
US Treasury Curve (2, 30) is 1 basis point away from its steepest level in 3 years
12-month return potential of some of your fave AI stocks. Calculated based on spread between consensus price target and current share price. Partial list
Nvidia is 3% of global market cap. The other 82,292 stocks (Bloomberg-tracked primary listings) make up the other 97%
China’s Reputation Improves in Pew Survey as US Sees Drop bloomberg.com/news/articles/…
$NVDA up 4% in pre market
Nasdaq futures reverse higher after headline Nvidia expects license to sell H20 GPU to China again
Nvidia up over 4% in US pre market, share price north of $170
