Winnie Hsu

A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.

The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.

The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the U.S., and investors are increasingly honing in on the Asian supply chain.

The global AI trade has turned South Korea and Taiwan into Asia’s top two stock markets this year. Yet for foreign investors, the region’s most compelling destination lies elsewhere: Japan.

MediaTek Inc. shares are poised for their best quarter on record, as investors bet a shift into artificial intelligence chips can help it shed the overhang of its struggling older-tech business.

Treasuries advanced across the curve as investors dialed back expectations for Federal Reserve interest-rate hikes following news of a deal to end the Iran war.

Bonds and stocks rallied on Monday after a US-Iran interim deal eased nerves, though market participants warned against celebrating too soon as the conflict’s economic fallout remains unresolved.

An eclectic mix of shorter-maturity Treasuries, beaten-up Asian currencies and even instant-noodle stocks look set to be among the early beneficiaries of the US-Iran agreement, according to global hedge fund managers.

(Bloomberg) -- Inflation worries kept investors cautious even as bonds and stocks rallied on Monday after a US-Iran interim deal eased nerves, with

Globale Hedgefonds-Manager haben nach der Einigung zwischen den USA und dem Iran erste Anlagechancen identifiziert. Im Fokus stehen kurzlaufende US-Staatsanleihen, stark gefallene asiatische Währungen sowie ausgewählte Aktien – darunter auch Hersteller von Instantnudeln.