Shuli Ren

As the war in Iran drags on, emerging market powerhouses are reeling from the closure of the Strait of Hormuz, one of the oil trade's most important routes.

HALO, which stands for heavy assets, low obsolescence, is the trade of the year. Global investors have been bidding up makers of everything, from cars to PCs, betting that many may benefit from the trillion-dollar AI investment boom.

SoftBank Group Corp. overtook Toyota Motor Corp. as Japan’s most valuable company this week. But it might not be big enough for the existential IPO arms race that founder Masayoshi Son is finding himself in.

We are only in the second year of the AI boom, making it too early to know if it will outlast past cycles.

Shortly after Hong Kong narrowly overtook Switzerland as the world’s largest offshore wealth management hub, the sustainability of this business is already being called into question.

A charismatic salesman, Nvidia Corp.’s Chief Executive Officer Jensen Huang is visiting his suppliers in Taiwan and South Korea, hanging out at local eateries and drawing large crowds. He has also given some dangerously rosy investment advice.

What constitutes a market portfolio? SpaceX’s public listing has ignited a debate over whether index providers should speed up the addition of newly listed large companies and how fast-tracking them would affect people’s 401(k)s and broader equity performance.

Does the world’s hottest stock market still have an anchor? Not any more after South Korea’s $1 trillion pension fund bent its own rules in pursuit of better returns.

During the Covid-19 pandemic, meme mania swept through the US stock market, short-squeezing and shuttering high-profile hedge funds. That is nothing compared to what we are witnessing in the agentic AI era.

Meme mania is sweeping through the US stock market again, but this time it's trillion-dollar companies that can distort and sink entire equity markets, says Shuli Ren for Bloomberg Opinion.