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With the development and evolution of artificial intelligence technology in China, China has gradually established an internally circulating and increasingly self-sufficient artificial intelligence ecosystem, covering certain "bottleneck" links in th

2026-10-12

With the development and evolution of artificial intelligence technology in China, China has gradually established an internally circulating and increasingly self-sufficient artificial intelligence ecosystem, covering certain "bottleneck" links in the value chain that were historically dominated by the West, especially advanced semiconductors and memory chips, semiconductor packaging technology, open weight/open source large language models, token production and consumption, and physical artificial intelligence application scenarios.

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2026-10-12

Traders and strategists say recent gains in South Korean government bonds are likely temporary as authorities’ volatility-smoothing measures wane while rate‑hike expectations climb. Gama Asset Management expects Korea 3‑yr and 10‑yr yields to resume

Traders and strategists say recent gains in South Korean government bonds are likely temporary as authorities’ volatility-smoothing measures wane while rate‑hike expectations climb. Gama Asset Management expects Korea 3‑yr and 10‑yr yields to resume rising and re‑test four‑year highs hit last month. KRW FED SWAPS price roughly a 70% chance of a cumulative 50bps Bank of Korea tightening over the next six months. Authorities have said they could deploy emergency bond repos if yields spike. Gama’s global macro PM Rajeev said inflation remains above the Bank of Korea target and further policy tightening is probable; if the global bond sell‑off continues, Korean yields will face mounting upside pressure.
2026-10-11

World Bank President Banga: initial impact of the Middle East war not as severe as feared, but pressure is mounting again.

World Bank President Banga: initial impact of the Middle East war not as severe as feared, but pressure is mounting again.
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