SPDR S&P Em Asia

Alibaba's Joe Tsai and Eddie Wu Letter: AI Business Enters Commercialization, Projecting 30 Billion Annual Revenue

Northbridge and others increase TSM holdings, executives trade shares, analysts raise target price to $404

Alibaba Cloud Announces Full Openness of Bailian Platform, Integrating Multiple Large Models Including GLM-5.1

Fairtree Cuts Alibaba Stake by 57.7%, Other Investors Increase Holdings

Greenwoods Cuts TSMC Stake by 31.6% as Analysts Remain Optimistic

Berbice Capital Management LLC Increases Stake in TSMC by 28.8%

Alibaba Cloud Opens Bailian Platform and Launches New Models with Moonshot and Minimax

Alibaba Dissolves Miaoya AI App Team, Focuses on E-commerce AI Strategy

TSMC's advanced packaging process complexity increases, with institutions optimistic about the positive impact on the industry chain.

Alibaba Cloud Launches Qwen Cloud AI Agent Service Model

Alibaba Cloud Unveils New AI Model Qwen3.7-Max and AI Chip Zhenwu M890

Taobao Tmall Launches 2026 Hong Kong 618, Introduces Next-Day Delivery and Return Services

Alibaba Cloud Launches Qwen3.7-MaX with Significant Performance Boosts

Fliggy Launches Hotel Merchant AI Assistant, Over 110k Hotels Join with 70% Efficiency Boost

Alibaba Cloud Launches 'Qwen Cloud', a New Service Platform Designed for AI Agents

Alibaba Unveils 128-GPU AI Server Based on Zhenwu M890

National subsidies increase for Tmall 618, adding 22 new categories

Alibaba Cloud Launches Next-Gen AI Chip Zhenwu M890

TSMC Advances 310x310mm Panel-Level Packaging and Evaluates Glass Integration

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Micware

Vida Global

BiomX

MetaVia

MicroAlgo

Quantum Cyber NV

09084

EEMA

03084

Foreign-exchange reserves in Asia are declining as countries like the Philippines, India, and Indonesia spend to defend their currencies amid rising oil prices due to the Iran war. The Philippines' reserves fell 8.1% to $104 billion, India's by 5.2% to $691 billion, and Indonesia's by 3.8% to $146 billion. Central banks are intervening in currency markets, and policymakers are considering measures like raising interest rates and import tariffs to stabilize their economies and currencies.

Businesstimes News

A GX INDIA-U

iShares MSCI EM Market Asia

Nippon Life Insurance Co.

A GX INDIA

Bank of NY Mellon

Australia and New Zealand Banking Group Limited

BANK OF NEW YORK MELLON CORP DEP SHS REPG 1/4000TH INT SER K PFD

ANZ Group Holdings Limited

War turmoil saps Asian reserves with Philippines, India hit most

NFTY

Asia-Pacific equity markets showed mixed performance on the 12th, with South Korea's Kospi retreating 2.3% from its peak. Major indices in China fell, while Taiwan and Japan saw gains. India’s Nifty 50 and BSE Sensex dropped, with reports suggesting the government is considering emergency measures to protect foreign exchange reserves amid rising oil prices due to the Iran conflict. No final decisions have been made yet regarding these measures.

AASTOCKS News

First Trust India Nifty 50 Equal Weight

SSE Index

Shenzhen Index

TMC the Metals

YieldMax TSM Option Inc Strat ETF

Taiwan Semiconductor

DELISI

Hang Seng Index

Japan Agricultural Cooperatives Group

Asset Management One Co., Ltd.

Mitsubishi UFJ Financial Group, Inc.

SoftBank Group Corp.

SoftBank

Sony Group Corporation

Sony

Fujikura Ltd

Kaspi.KZ JSC

SPDR S&P Kensho New Economies Composite ETF

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

QNITY ELECTRONICS INC.

SK-Electronics Co., Ltd.

SINO CAP N4304

SK Kaken Co., Ltd.

KrisEnergy

SunHydrogen, Inc.

WAI CHUN BIOTEC

XL2CSOPHYNIX

Nomura Holdings, Inc.

资源50

SIMON PROPERTY GROUP INC 8.375% PRF SER'J' USD50

FTSE ST All-Share Index - Real Estate REITs

HSBC MSCI Malaysia UCITS ETF

HNO International, Inc.

Hang Seng China Enterprises Index

Hanmi Financial

SZSE New Index

Government Bond Index

IT Index

ISHRS MSCI Phillpines

Nikko Asset Management Co., Ltd.

Fidelity Nasdaq Composite Index ETF

ISHRS MSCI Indonesia

State Street Corp.

BetaShares Holdings Pty Ltd.

Guggenheim S&P 500 Top 50

iSares MSCI NZ Capp IMI

Xtrackers Nifty 500 India ETF

Base Resources Limited

Sensei Biotherapeutics

TMC the Metals - CW25

Qnity Electronics

SIMON PPTY GROUP ACQ HLDGS INC C/WTS 04/02/2026 (TO PUR COM)

Simon Property

Asia Markets Mixed; S Korea Stocks Retreat 2.3% from Peak; Report Says India Mulls Emergency Steps to Protect FX Reserves

603353

Indian shares are expected to open lower due to rising U.S.-Iran tensions and increasing crude oil prices, with Brent crude futures climbing over 3% to nearly $105 a barrel. President Trump and Iran rejected each other's peace proposals, raising concerns about the ceasefire's stability. Asian markets showed mixed results, while U.S. stock futures fluctuated. The focus is also on an upcoming Trump-Xi meeting and U.S. inflation data. U.S. stocks rose on positive jobs data, with the Nasdaq and S&P 500 reaching record highs, while European stocks declined amid ongoing geopolitical tensions.

nasdaq

BP p.l.c.

HSPC

WisdomTree Brent Crude Oil Longer Dated

WisdomTree Brent Crude Oil 1mth

WisdomTree Brent Crude Oil

SPDR O&G Equip

VG Energy

iShares US Oil & Gas Expl & Prod

NVIDIA

Sandisk

Nasdaq

NASDAQ Composite Index

S&P 500

Dow Jones Industrial Average

NVIDIA Corporation

Sandisk - WI

Indian Shares Seen Lower As Trump Rejects Iran's Response To Peace Deal

SPEM

EMGF

AVEM

IEMG

SCHE

The Asian Development Bank (ADB) has announced a $70 billion plan to enhance energy and digital infrastructure in Asia and the Pacific by 2035, with Southeast Asia being the primary beneficiary. The initiative includes a pan-Asia power grid and a digital highway to improve connectivity and lower costs. Countries like Indonesia, Vietnam, and the Philippines are expected to receive the largest share of funding due to their infrastructure needs. ADB aims to integrate 20 gigawatts of renewable energy and link 22,000 circuit-kilometers of transmission lines by 2035.

CNBC

VG Em Mkts

SPDR Em Mkt

iShares MSCI Em

iShares Emerging Markets Equity Factor ETF

Avantis Emerging Markets Equity ETF

iShares Core MSCI EM

Schw Em Mkt

Aecom

Asian Development Bank's $70 billion energy and digital infra push puts Southeast Asia center stage

AAXJ

Asian stocks approached record highs on May 4, buoyed by strong tech earnings, with MSCI’s Asian equities gauge rising 1.5%. South Korea and Taiwan's indexes surged over 3% amid renewed AI trade. The US dollar dipped against major currencies, while Brent crude fluctuated around $108 a barrel. Optimism grew after President Trump announced guidance for ships in the Strait of Hormuz, despite mixed signals from Iran. The S&P 500 also reached new highs, reflecting resilience in corporate earnings despite geopolitical tensions.

The Vanguard Group, Inc.

ISHRS MSCI Taiwan Capped

ISHRS MSCI S Korea Capped

iShares MSCI All Country Asia Ex Japan

NASDAQ-100

Apple

National Australia Bank Limited

National Australia Bank (NAB)

Asian stocks near record high on tech corporate earnings as US dollar dips

ASEA

TOLZ

The Asia-Pacific region is facing an electricity supercycle due to rising energy demand driven by electrification and artificial intelligence. Geopolitical tensions and extreme weather events contribute to energy price volatility. With demand expected to grow over 5% annually until 2027, the existing energy systems are under structural strain, highlighting the need for grid modernization to ensure long-term energy security.

Brookfield Infrastructure

iShares S&P Asia 50

Global X FTSE Southeast Asia

ISHRS MSCI Pacific Ex Jpn

VG Ftse Pacf

SPDR S&P Gbl Infra

Pro Glb Infra

Powering Asia-Pacific’s electricity supercycle into long-term energy security

The Asian Development Bank has revised its economic growth forecast for the Asia-Pacific region, lowering it to 4.7% for this year and 4.8% for next year, down from 5.1% for both years, due to the ongoing war in the Middle East. Additionally, the inflation forecast for the region has been increased to 5.2% in 2026, up from a previous estimate of 3.6%.

Asian Development Bank cuts regional growth forecasts on impact of war in Middle East

The Asian Development Bank (ADB) has reported that rising fuel prices and inflation are impacting economies across Asia. The ADB's analysis indicates that these economic factors are affecting various sectors and may pose challenges to growth and stability in the region. The report emphasizes the necessity for strategic measures to mitigate these effects and enhance economic resilience.

CoinLive

Asian Development Bank Reports Spillover Effects of Fuel Prices and Inflation in Asian Countries

DFEV

Emerging market stocks reached record highs, rising 1.3%, driven by Asian markets' enthusiasm for artificial intelligence, while currencies gained 0.3%. Oil prices remained above $100 a barrel amid stalled U.S.-Iran talks. South Korean and Taiwanese equities hit record highs, but other EM stocks showed mixed performance. Investors are focused on economic fundamentals and upcoming earnings, despite concerns over inflation from the Iran conflict. Most emerging market currencies strengthened against a declining dollar, with the Russian rouble gaining 0.5%. Central bank comments this week will be closely monitored for monetary policy insights.

Fidelity

Dimensional Emerging Markets Value ETF

Taiwan Fd

iShares Future AI & Tech ETF

FIL Ltd.

Wisdomtree EM High Dividend Fund

iShares MSCI EM Ex-China

Global X Robotics & Artificial

SPDR S&P Em Mkt Dvd

Commerzbank AG

EMERGING MARKETS-EM stocks hit record high as AI optimism overshadows Iran talks stalemate

British International Investment (BII) has launched a $1.5 billion climate initiative for Asia, named British Climate Partners (BCP). This initiative aims to support emissions reduction in coal-dependent countries like India, the Philippines, and Indonesia. BII plans to mobilize private capital to scale climate projects and reduce risks for investors. Additionally, BII will enhance its commitment to frontier markets, ensuring at least 25% of new investments target these areas. The company also aims for 30% of new core investments to support gender-lens investing, up from 25%.

TechNode

BII launches $1.5B new climate initiative for Asia

SPDR S&P Em Asia(GMF.US)