Treasury Wine Estates Shares Plunge on Earnings Warning Amid U.S. and China Weakness 
Oil Prices Slip in Asia as 2026 Supply Glut Fears and Russia-Ukraine Talks Weigh on Markets 
Nvidia Weighs Expanding H200 AI Chip Production as China Demand Surges 
Korea Zinc Plans $6.78 Billion U.S. Smelter Investment With Government Partnership 
Asian Currencies Trade Sideways as Dollar Weakens Ahead of Key U.S. Data 
iRobot Files for Chapter 11 Bankruptcy Amid Rising Competition and Tariff Pressures 
Australian Consumer Sentiment Slumps in Early December as Inflation Fears Resurface 
Robinhood Expands Sports Event Contracts With Player Performance Wagers 
Oil Prices Rebound as U.S.-Venezuela Tensions Offset Oversupply Concerns 
SUPERFORTUNE Launches AI-Powered Mobile App, Expanding Beyond Web3 Into $392 Billion Metaphysics Market 
Asian Currencies Slip as Dollar Strengthens; Indian Rupee Rebounds on Intervention Hopes 
HSBC’s $13.6 Billion Take-Private Offer for Hang Seng Bank Gains Board Backing 
U.S. Dollar Slips Near Two-Month Low as Markets Await Key Jobs Data and Central Bank Decisions 
Biren Technology Targets Hong Kong IPO to Raise $300 Million Amid China’s AI Chip Push 
Strategy Retains Nasdaq 100 Spot Amid Growing Scrutiny of Bitcoin Treasury Model 
Amazon in Talks to Invest $10 Billion in OpenAI as AI Firm Eyes $1 Trillion IPO Valuation 
Japan Exports to U.S. Rebound in November as Tariff Impact Eases, Boosting BOJ Rate Hike Expectations 
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.
