Oil Prices Slide on US-Iran Talks, Dollar Strength and Profit-Taking Pressure 
Toyota’s Surprise CEO Change Signals Strategic Shift Amid Global Auto Turmoil 
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient 
Hims & Hers Halts Compounded Semaglutide Pill After FDA Warning 
Alphabet’s Massive AI Spending Surge Signals Confidence in Google’s Growth Engine 
SoftBank Shares Slide After Arm Earnings Miss Fuels Tech Stock Sell-Off 
Nasdaq Proposes Fast-Track Rule to Accelerate Index Inclusion for Major New Listings 
Russian Stocks End Mixed as MOEX Index Closes Flat Amid Commodity Strength 
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm 
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady 
Weight-Loss Drug Ads Take Over the Super Bowl as Pharma Embraces Direct-to-Consumer Marketing 
China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices 
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns 
Gold Prices Slide Below $5,000 as Strong Dollar and Central Bank Outlook Weigh on Metals 
Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate 
Dow Hits 50,000 as U.S. Stocks Stage Strong Rebound Amid AI Volatility 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
At the 2025 Sohn Investment Conference in Hong Kong, global hedge funds revealed top stock picks spanning China, India, and Korea, signaling a strategy to diversify amid rising market volatility and trade tensions.
Flight Deck Capital spotlighted Baidu (NASDAQ:BIDU), citing its autonomous taxi unit Apollo Go, which mirrors Google’s Waymo but operates independently of capital markets. Founder Jay Kahn forecasts China’s ride-hailing sector reaching $237 billion by 2034, with Apollo capturing 15%—a segment the market currently undervalues.
Apeiron Capital backed DiDi Global for its profit rebound in China and rapid growth in Latin America. Meanwhile, Triata Capital highlighted PDD Holdings, the parent of Temu, noting its monthly active users now exceed Amazon (NASDAQ:AMZN), signaling strong global momentum for Chinese e-commerce.
In India, Arisaig Partners favored MedPlus Health Services for its private-label strategy, competitive pricing, and rising middle-class consumer demand. Panvira Management pitched Piramal Pharma, a contract development and manufacturing firm, citing high growth potential and favorable tax normalization.
Geopolitical shifts are also shaping investment theses. MY.Alpha Management’s Jon Jhun endorsed Hyundai Engineering & Construction (KS:000720) for its dominant role in the nuclear EPC sector, benefiting from Korea’s position in the global nuclear supply chain, excluding Russia and China. Frontline Global Management recommended Spanish defense firm Indra Sistemas (BME:IDR), betting on expanded European defense contracts.
Activist hedge fund Palliser Capital disclosed a 3% stake in Japan’s Toyo Tire, urging shareholder-friendly reforms. Oasis Management remains bullish on Round One, a Japanese entertainment firm branching into Michelin-inspired dining in the U.S.
The broad range of ideas—from AI-driven mobility to defense and healthcare—underscores hedge funds’ pursuit of global alpha despite uncertain macroeconomic conditions.
