Sam Altman Reportedly Explored Funding for Rocket Venture in Potential Challenge to SpaceX 
Oil Prices Rise as Ukraine Targets Russian Energy Infrastructure 
Germany’s Economic Recovery Slows as Trade Tensions and Rising Costs Weigh on Growth 
Asian Currencies Steady as Markets Await Fed Rate Decision; Indian Rupee Hits New Record Low 
Europe Confronts Rising Competitive Pressure as China Accelerates Export-Led Growth 
Wikipedia Pushes for AI Licensing Deals as Jimmy Wales Calls for Fair Compensation 
GM Issues Recall for 2026 Chevrolet Silverado Trucks Over Missing Owner Manuals 
EU Prepares Antitrust Probe Into Meta’s AI Integration on WhatsApp 
Oil Prices Hold Steady as Ukraine Tensions and Fed Cut Expectations Support Market 
Gold Prices Edge Higher as Markets Await Key U.S. PCE Inflation Data 
BOJ Faces Pressure for Clarity, but Neutral Rate Estimates Likely to Stay Vague 
Gold Prices Steady as Markets Await Key U.S. Data and Expected Fed Rate Cut 
OpenAI Moves to Acquire Neptune as It Expands AI Training Capabilities 
Australia’s Economic Growth Slows in Q3 Despite Strong Investment Activity 
European Stocks Rise as Markets Await Key U.S. Inflation Data 
IMF Deputy Dan Katz Visits China as Key Economic Review Nears 
Asian Markets Mixed as RBI Cuts Rates and BOJ Signals Possible Hike 
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.
