Iran Threatens Gulf Energy Assets as U.S. Tensions Escalate 
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China Exports Surge 25% in August as Trade Surplus Hits $119 Billion 
U.S. Accuses Chinese AI Firms of Extracting Model Capabilities 
Longsys Raises $903 Million in Hong Kong IPO as Shares Debut Flat 
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TetherMax Expands into Asian Market Following Rebranding, Names Actor Yun Siyun as Brand Ambassador 
Nvidia CEO Says AGI Has Arrived With OpenAI GPT-6 Astra 
Trump Threatens Bombardier U.S. Sales Ban 
Qantas Near-Miss Raises Sydney Air Traffic Controller Fatigue Concerns 
Huawei Launches Mate XT2 Foldable Phone in China 
UK House Prices Fall for First Time Since 2023 
Zara Owner Inditex Sales Rise 9% in August 
GLP-1 Weight-Loss Drug Use Surges Among U.S. Children 
ECB Set for September Rate Hike as Energy Prices Fuel Inflation 
Oil Prices Climb as Iran Threatens Gulf Energy Infrastructure 
Nvidia Eyes $2.5 Billion Investment in Thinking Machines Lab 
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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.
