📺 AI Trade Rebounds, Jio Valuation in Focus
A live edition of Bloomberg's Insight from Singapore examines the drivers behind Asia's market moves, from the rebound in AI-linked stocks to India's largest-ever listing and a surprise monetary policy decision in New Zealand. The episode combines market overviews with interviews of a data center executive, an equity fund manager, and a central bank governor.
■ Asian Markets and the AI Trade
- Kospi outperformance led by SK Hynix's third-quarter profit surge and a large shareholder return plan
- Anthropic's IPO filing and renewed attention on hyperscalers versus AI infrastructure suppliers
- Invesco fund manager on valuation levels, free float, and how AI exposure is being hedged
■ Jio Platforms' India Debut
- Mumbai reporting from outside the National Stock Exchange on demand, valuation, and market sentiment
- Analysis of India's IPO pipeline and the performance history of mega listings
- Adani Enterprises' upcoming earnings and investor focus on debt and execution
■ Policy and Data Center Expansion
- Princeton Digital Group's CEO on its $5 billion financing, market priorities, and power availability
- RBNZ Governor on the 4-3 hold at 2.75%, the inflation outlook, the kiwi's reaction, and AI-related financial stability risks
Viewers interested in Asian macro, capital markets, and AI infrastructure investment will come away with a clearer picture of where capital is flowing, which policy decisions are shaping rates, and what questions professional investors are asking about AI spending.
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