Gold and Silver Surge as Safe Haven Demand Rises on U.S. Economic Uncertainty 
U.S. Stock Futures Slip After CPI-Fueled Rally as Markets Weigh Economic Uncertainty 
LG Energy Solution Shares Slide After Ford Cancels EV Battery Supply Deal 
Robinhood Expands Sports Event Contracts With Player Performance Wagers 
Delta Air Lines President Glen Hauenstein to Retire, Leaving Legacy of Premium Strategy 
Harris Associates Open to Revised Paramount Skydance Bid for Warner Bros Discovery 
U.S. Stock Futures Edge Higher as Micron Earnings Boost AI Sentiment Ahead of CPI Data 
Asian Fund Managers Turn More Optimistic on Growth but Curb Equity Return Expectations: BofA Survey 
Asian Stocks Edge Higher as Tech Recovers, U.S. Economic Uncertainty Caps Gains 
BoE Set to Cut Rates as UK Inflation Slows, but Further Easing Likely Limited 
Biren Technology Targets Hong Kong IPO to Raise $300 Million Amid China’s AI Chip Push 
Oil Prices Steady in Asia but Headed for Weekly Loss on Supply Glut Concerns 
Austan Goolsbee Signals Potential for More Fed Rate Cuts as Inflation Shows Improvement 
Asian Currencies Slip as Dollar Strengthens; Indian Rupee Rebounds on Intervention Hopes 
Citi Appoints Ryan Ellis as Head of Markets Sales for Australia and New Zealand 
New Zealand Business Confidence Hits 30-Year High as Economic Outlook Improves 
Oil Prices Rebound as Trump Orders Blockade of Sanctioned Venezuelan Tankers 
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.
