Asia Tech Selloff, AI Spending Debate, and India’s Software and IPO Momentum

Bloomberg Insight examines how a technology selloff across Asia is reshaping investor positioning, with safe-haven flows into government bonds and the yen, debate over AI capital spending and valuations, and a rebound in Indian software shares alongside the Jio Platforms IPO.

■ Asia market stress and safe-haven moves
- Technology shares under pressure across Asia
- Treasury, JGB, and Australian bond moves; yen, gold, and oil

■ AI spending and bubble debate
- Views from Blackstone’s Jon Gray and Ken Griffin
- Martin Sorrell’s assessment of AI adoption and corporate ROI

■ AI’s impact on marketing and work
- Advertising production, personalization, and media planning/buying
- Agency revenue trends and employment pressures

■ Cybersecurity and OpenAI
- Greg Brockman on the PHP vulnerability response
- AI agents for defenders and attackers

■ India: software rebound and Jio IPO
- Nifty IT gains, valuation reset, and Infosys results
- Jio Platforms subscription demand, valuation, and post-listing risks

■ India consumer and macro risks
- Oil, rupee, monsoon shortfall, and inflation outlook

Viewers interested in macro strategy, the AI investment debate, cybersecurity, and Indian equity markets will gain a structured overview of the issues discussed. It provides context for tracking market narratives and does not offer investment recommendations.