Daily FNArena News - International

Ongoing AI development is creating a supply shock that simply cannot be circumvented or avoided in 2026, GenInnov CEO Nilesh Jasani explains

The development of humanoid robots is moving more mainstream, yet the household deployment could be 20-years away

The internal dynamics for China are changing and investors should pay attention, T Rowe Price suggests

While transformative for society, many new technologies shift economic value from producers to consumers, resulting in lower-than-average profit margins.

Artificial intelligence is the most significant change to humanity in the 21st Century but the complexity, scale and needs for the technology create both opportunities and risks

Current change in equity market conditions might revert investors’ focus back to Growth-at-a-Reasonable-Price (GARP), one of the best performing styles longer term, according to Josh Nelson, Head of Global Equity at T. Rowe Price

Chinese authorities want to address over-capacity in parts of the domestic economy, but authorities will act cautiously in the face of many uncertainties, T. Rowe Price’s Clarence Li explains

Hyperscalers’ ambitious capital spending on generative AI projects represents a once-in-a-decade cycle, ClearBridge Investments suggests

GenInnov Global Innovation Fund founder Nilesh Jasani counters today’s doom and gloom environment when it comes to AI and the next technological revolution is primarily the result of lazy and ignorant commentary. Investors beware!

Whether or not a stock market bubble is forming has become a key debate for investors. ClearBridge Investments believes a boom may be on the horizon, driven by a favourable policy mix and a healthy consumer that should support earnings growth