Jupiter Asset Management’s Post

Some of the biggest money managers are searching for the next wave of artificial intelligence winners beyond the US. Asset management companies like Goldman Sachs Group Inc., JPMorgan Asset Management, and Morgan Stanley Investment Management are looking to invest in the manufacturers of AI supply-chain components and electronics companies that are morphing into AI leaders in emerging markets. Emerging-market AI stocks offer better value and faster growth compared to their US peers. Companies like Taiwan Semiconductor Manufacturing Co. and SK Hynix Inc. are already leading a $1.9 trillion rebound in emerging markets this year. Saudi Arabia and India are also becoming hotbeds for AI ventures. Despite the risks, investors are increasingly finding emerging market alternatives to over-extended US tech stocks. #AI #India https://lnkd.in/gYqeq8ww

With performance beginning to diverge among the Magnificent Seven and other US sectors also proving resilient, where can equity investors identify the best opportunities? Read “Tech’s tightening grip” to find out more 👉 https://bit.ly/4asNVLW #Equities #Investing #Technology #AI

🚀 Decoding the AI Stock Boom: Strategic Insights from Billionaire Investor 🤖💹 Concerned about the surging artificial intelligence (AI) stock market? Join the club. As the AI stocks rally, led by Arm Holdings, Super Micro Computer, and Nvidia, the market is abuzz with speculation about a potential bubble. 🔍 Current Market Dynamics: Arm Holdings witnessed a staggering 42% surge, Super Micro Computer skyrocketed by 169% year-to-date, and Nvidia, the AI generative giant, recorded a remarkable 46% surge this year after a tripling performance last year. 📊 Bubble Apprehensions: The impressive gains have triggered apprehensions about a bubble formation, where stock valuations detach from underlying fundamentals. However, in the world of investment, where there's speculation, there's also opportunity. 📣 Wisdom from George Soros: Enter George Soros, the legendary billionaire investor known for his astute predictions and profitable maneuvers during market bubbles. Soros has a unique philosophy—he famously stated, "When I see a bubble forming, I rush in to buy, adding fuel to the fire." 💡 Understanding Reflexive Connection: Soros sheds light on the intricate relationship between perception and reality, leading to self-reinforcing boom-bust cycles. This psychological interplay is a key driver behind the ongoing AI stock rally. 🔄 Soros' Bold Approach: Known for his aggressive stance when confident in an investment, Soros asserts that when you're right, you can't own enough. 📉 Soros' AI Portfolio Tactics: Despite concerns about an AI bubble, recent moves by Soros Fund Management reveal a strategic pivot. While acquiring 17.4 million shares of Arm, it liquidated all Nvidia and Microsoft holdings, signaling a potential belief in exhausted gains. Additionally, the fund took a hedging position with puts on the Invesco QQQ Trust, anticipating possible declines in tech stocks. 🔍 Bubble or Momentum? While abrupt stock gains may suggest a bubble, a closer look reveals companies like Nvidia reporting robust earnings—with revenue tripling and profits soaring. Analysts might be underestimating the demand for crucial AI infrastructure, contributing to these surges. 📈 Investor Vigilance: Caution prevails for AI stock investors. It's crucial to ensure that stock gains align with tangible business results. Yet, with the momentum in the AI sector intensifying, following Soros' counsel to ride the bubble may unveil lucrative opportunities. 💬 Engage in the Discussion: Is the AI stock surge a bubble or a strategic opportunity? Share your technical insights on Facebook, Twitter, and LinkedIn. Let's collaboratively navigate the evolving AI investment landscape! 🚀 #AIInvesting #MarketAnalysis #TechInnovation

Innovation boom led by AI builds opportunities for Australian investors: Global X ETFs Global X ETFs AU #innovation #innovationboom #usmarkets #investments #investors #investing #ETFS #AI #AInews #artificialintelligence #technology #tech #technews #fintech

Based on search and study of Preqin, Pro on asset classes. Total od fund raising gain USD $102B halved compares with 2022 is USD $238B. There are 460 New managers enter market in 2023 that adds more into existent pool 9.258 VCs input money to display capital potential market. Since 2020, the numbers regionally have increased by 35% in North America, 21% in Europe, 10% in Asia, and 29% in the rest of the world. Compared with other asset classes, VC has seen by far the biggest rise in the number of active GPs since 2020 – over 20% globally. Of course, a significant number may not survive. Private equity on the other hand has only seen 10% growth over the same period. As winter turns to spring, VC is well positioned to play a significant role in the development of groundbreaking AI. Preqin Pro data shows there are currently over 740 funds targeting it, aiming to raise more than $58bn combined – with some very big names among them. #investmentinsights; #ai

Innovation boom led by AI builds opportunities for Australian investors: Global X ETFs Global X ETFs AU #innovation #innovationboom #usmarkets #investments #investors #investing #ETFS #AI #AInews #artificialintelligence #technology #tech #technews #fintech

https://lnkd.in/dE8wk-Qj This time technology companies have revenues' is a phrase often heard uttered by Wall Street equity research analysts, investors, hedge fund managers, asset fund managers to substantiate the current AI technology stocks boom, which is a bubble, according to Wolfteam Ltd.’s projections and estimates. 'This time technology companies have revenues' is used to differentiate the current AI stocks boom from the 2000 internet dot com boom and bust, where the Nasdaq corrected around 80 % and many of the poster children technology stocks of the 2000's dot com boom and bust did not have revenues and went out of existence. #stocks #ai #artificialintelligence #bubble #technology #stockmarket #wallstreet

Getting away for the holidays? ✈ Jet-setters are turning towards #AI to help perfect their dream vacations, through personalized recommendations, real-time updates and budget optimization. Invest in the companies that support this digital revolution! Learn more about TRFK now! https://lnkd.in/etqzMQXt

https://lnkd.in/d-8Q78J9 This time technology companies have revenues' is a phrase often heard uttered by Wall Street equity research analysts, investors, hedge fund managers, asset fund managers to substantiate the current AI technology stocks boom, which is a bubble, according to Wolfteam Ltd.’s projections and estimates. 'This time technology companies have revenues' is used to differentiate the current AI stocks boom from the 2000 internet dot com boom and bust, where the Nasdaq corrected around 80 % and many of the poster children technology stocks of the 2000's dot com boom and bust did not have revenues and went out of existence. #stocks #ai #artificialintelligence #bubble #technology #stockmarket #wallstreet

Global X AI & Innovative Technology Active ETF’s investment objective is to achieve long term capital growth by primarily investing in equities of exchange-listed companies globally, which fall within the investment theme of artificial intelligence and innovative technologies. The Fund will invest primarily in equity securities and equity-related, global depositary receipts of companies which create, design and develop, or benefit from the advancement of, AI and Innovative Technologies Companies.    Global X ETFs Hong Kong invites ETF Specialist Gloria Mak Sze Man and our Senior Investment Analyst Edward CHAN Tsz Wang to discuss the following: 00:25 – Investment objectives of the Global X AI & Innovative Technology Active ETF  01:10 – Active ETF vs Passive ETF 02:09 – How do we build our investment portfolio? Explore Global X AI & Innovative Technology Active ETF (3006) and its risk factors:  https://lnkd.in/g6nTaXEU #AI #InnovativeTechnology #ActiveETF #GlobalXETFs #GlobalXETFsHongKong #GlobalX #ETF #BeyondOrdinaryETFs  - This material is intended for Hong Kong investors only. It is not a solicitation, offer, or recommendation to buy or sell any security or other financial instrument. Investment involves risks. Past performance information presented is not indicative of future performance. Investing in the funds may expose to risks (if applicable) including general investment risk, equity market risk, sector/market concentration risk, active / passive investment management risk, tracking error risk, trading risk, risk in investing financial derivative instruments, securities lending risk, distributions paid out of capital or effectively out of capital risk. Investors should refer to the Fund's prospectus for details, including the risk factors. Statements concerning financial market trends or portfolio strategies are based on current market conditions, which will fluctuate. There is no guarantee that these opinions are suitable for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Outlook and strategies are subject to change without notice. Issuer: Mirae Asset Global Investments (Hong Kong) Limited. This material has not been reviewed by the Securities and Futures Commission. MAK Sze Man (Licensed by the Securities and Futures Commission for Types 1 and 4 regulated activities under the Securities and Futures Ordinance). MAK Sze Man and her associate(s) do not hold the securities/fund mentioned in the material. CHAN Tsz Wang Edward (Licensed by the Securities and Futures Commission for Types 4 and 9 regulated activities under the Securities and Futures Ordinance). CHAN Tsz Wang Edward and his associate(s) do not hold the securities/fund mentioned in the material. Copyright © 2024 Mirae Asset Global Investments. All rights reserved.