Alphabet’s Massive AI Spending Surge Signals Confidence in Google’s Growth Engine 
Trump Backs Nexstar–Tegna Merger Amid Shifting U.S. Media Landscape 
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains 
Trump Signs Executive Order Threatening 25% Tariffs on Countries Trading With Iran 
OpenAI Expands Enterprise AI Strategy With Major Hiring Push Ahead of New Business Offering 
Instagram Outage Disrupts Thousands of U.S. Users 
Trump Lifts 25% Tariff on Indian Goods in Strategic U.S.–India Trade and Energy Deal 
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient 
RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal 
Trump’s Inflation Claims Clash With Voters’ Cost-of-Living Reality 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
Dollar Near Two-Week High as Stock Rout, AI Concerns and Global Events Drive Market Volatility 
SpaceX Prioritizes Moon Mission Before Mars as Starship Development Accelerates 
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm 
Missouri Judge Dismisses Lawsuit Challenging Starbucks’ Diversity and Inclusion Policies 
Tencent Shares Slide After WeChat Restricts YuanBao AI Promotional Links 
Sony Q3 Profit Jumps on Gaming and Image Sensors, Full-Year Outlook Raised 
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.
