Japan's Nikkei share average wavered on Monday, with AI-related stocks under pressure ahead of Nvidia's earnings on Wednesday, after Bloomberg reported that Nvidia has notified some customers of AI se…
Rising long-term Treasury yields, not hype, pose the biggest risk to AI valuations, according to Gary Tan, portfolio manager at Allspring Global Investments, who spoke on The Business Times' Market Fo…
Japan's economy grew at a much weaker-than-expected annualised rate of 1.1% in the second quarter, complicating the Bank of Japan's efforts to raise interest rates and fight inflation, according to a …
Global shares mostly declined on Wednesday as heavy selling of AI-related stocks hit markets, with South Korea's Kospi dropping 5.8% to 6,471.17 and Samsung Electronics shedding 7.8%, while SK Hynix t…
US Treasury yields stabilized in Asian trading on Wednesday, with the 10-year yield down 3 basis points to 4.69% and the 30-year yield retreating to 5.27% after hitting 5.33% on Tuesday, its highest s…
In the latest Market Focus Weekly podcast from The Business Times, correspondent Howie Lim interviews Arun Sai, senior multi-asset strategist at Pictet Asset Management, who argues that the AI trade's…
The DeFi Report, a cryptocurrency and macroeconomics analysis company, said that approximately 85% of the bear market in Bitcoin and altcoins is over, with the remaining 15% dependent on global macroe…
Brent crude traded near $90 a barrel on Tuesday after rising 5% yesterday, as U.S. and Iranian positions on a Strait of Hormuz deal remained entrenched, adding to inflation worries and pushing the 30-…
Bank of Japan (BOJ) board members see a need for faster interest rate hikes, according to a summary of the central bank's July meeting released on Monday. Several members said the BOJ must be more vig…
The Bank of Japan kept its benchmark interest rate unchanged at 1.00 percent in an 8-1 vote, as expected by analysts, and raised its economic outlook, projecting growth of 0.6 percent for the current …
Asian stocks rose Friday, with South Korea's Kospi Index surging over 14% as chip majors SK Hynix and Samsung Electronics rallied, reviving confidence in the artificial intelligence trade. The yen hel…
The Bank for International Settlements warns that the AI boom is complicating central bankers' ability to maintain stable prices, a strong job market, and a sound financial system by blurring traditio…
Asian stocks rose on Thursday after US technology firms outlined significant capital spending plans that are likely to benefit chipmakers in the region, with South Korea's Kospi jumping 3% led by Sams…
Japan's imports surged 25.4% year-on-year in June to a record 11.3 trillion yen ($69.3 billion), driven by soaring oil prices and a weak yen, complicating Bank of Japan policy as inflation risks mount…
The Bank of Japan is expected to raise its real GDP growth forecast for fiscal 2026 above the current 0.5% projection, driven by AI-related demand and a weak yen, according to Reuters sources. The rev…
Asian equities slipped in early July 2026 despite Samsung's forecast of an 18-fold profit surge driven by AI chip demand, while the Japanese yen slid to 40-year lows near 162 per dollar, reshaping the…
Safe-haven assets have not behaved as expected during the geopolitical turmoil of 2026, with US Treasury yields rising, the yen weakening, and gold falling sharply. Strategists attribute this to marke…
The Bank of Japan's quarterly tankan survey showed business sentiment among major manufacturers improved for a fifth straight quarter, with the diffusion index rising to 22 from 17. Large non-manufact…
The yen slid to its weakest against the dollar in four decades, breaching 162, as traders watch for Japan's next intervention level. Strategists point to 163 and beyond, citing the Finance Ministry's …
Bank of Japan Governor Kazuo Ueda said surging AI-related exports are cushioning Japan's economy from the impact of crude oil prices above $100 per barrel, driven by US-Iran tensions. The AI boom is o…