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BOC minutes: members agreed monetary policy trade-offs have eased as growth has resumed and inf is moderating.
2026-07-30
BOC minutes: members agreed monetary policy trade-offs have eased as growth has resumed and inf is moderating.
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2026-07-29
JP Morgan raised its PT on PayPal (PYPL.O) to $65 from $46.
JP Morgan raised its PT on PayPal (PYPL.O) to $65 from $46.
2026-07-29
Gina Kim, emerging-markets equity portfolio manager at Nordea Asset Management in Singapore, said the core thesis remains intact and current selling in the South Korean market appears irrational and panic-driven, concentrated in AI-related tech names
Gina Kim, emerging-markets equity portfolio manager at Nordea Asset Management in Singapore, said the core thesis remains intact and current selling in the South Korean market appears irrational and panic-driven, concentrated in AI-related tech names. Some selling is explainable — pre-summer risk reduction, margin calls and recent reporting questioning the sustainability of AI capex. Nordea has trimmed several large tech positions due to single-stock limits rather than deteriorating fundamentals.
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