Ajai M. Kaul, CFA

UBP - Union Bancaire Privée Hong Kong hires Greater China trio from BOS and Citi. https://lnkd.in/gUV2aGZW The Swiss private bank has recruited a team head and two relationship managers as Hong Kong boss Teresa Lee continues to grow her army of bankers. #ubp #privatebank #peoplemoves #hongkong #asia

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A dealmaking resurgence is sparking optimism in Asia Pacific 📈 In this episode of #TheInsight, Iain Drayton, head of Investment Banking in Asia Pacific, discusses how a resurgence in large-scale M&A transactions, increased appetite from financial sponsors, and robust activity in industrial and healthcare tech is underscoring a growing sense of optimism across the region. And read our report, Global M&A: A Bold Path for Strategic Growth, for more on regional dealmaking trends: https://lnkd.in/edWmeFRJ

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At the Wealth Management Institute (WMI)'s Global-Asia Family Office Summit last month, WMI Chairman and GIC CEO Chow Kiat Lim shared the key principles for stewarding capital across generations, including clarity of purpose, diversification, granularity, agility, and robust partnerships. He also spotlighted WMI's new research on succession planning, including philanthropy's role as a bridge-builder across generations.   During a panel on geoeconomic diversification, GIC Group Chief Investment Officer Bryan Yeo discussed the evolving opportunity set across the AI value chain, fiscal sustainability as a key macro risk to watch, and the importance of adopting a more granular approach to asset allocation.   Read Chow Kiat's speech on #GICThinkSpace: https://lnkd.in/gp7KUJEX #GIC #GICSG #investing

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With the 32nd CITIC CLSA Investors’ Forum moments away, Shaun Cochran, Head of Research at #CLSA on Bloomberg TV today provided his views on China’s stock rally driven by two key drivers: cheap valuations and the rapid rise of DeepSeek — underscoring China’s growing role as a fundamental player in global tech. Building on the AI theme, Shaun highlighted a recent report from CLSA “Tokens Tale” containing a framework projection for AI compute. Today, AI models consume one quadrillion tokens each month. Our analyst projects that could rise to 80 quadrillion a month driving both huge opportunities and volatility in AI stocks. With GPUs expected to deliver 27x efficiency gains and smarter algorithms reducing token use, the AI journey is only just beginning. AI is a key theme at the 32nd CITIC CLSA Investors’ Forum. Catch Shaun’s full insights on Bloomberg TV: https://lnkd.in/gfmhNR82 #CLSANews #CLSAInsights #CITICCLSAForums #CITICCLSAInvestorsForum #CITICCLSAIF25

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Our Deputy CIO and Head of Fixed Income, Angus Hui was on the panel, "China’s Bond Market Opening-Up Over 20 years” at China Central Depository & Clearing's China Bond Market International Investors Event. Angus provided an overview of China’s bond market development, the growth of the offshore bond space (CNH) – contrasting the dynamics with previous cycles, and discussed the factors leading to the rising appeal of China’s onshore government bonds in providing diversification benefits. He also expanded on Fullerton Fund Management's investment journey in these markets, and the reasons underpinning his constructive outlook on China fixed income. #fixedincome #China #opportunities #diversification #yield Mingyu Qu Samuel Gan Boon-Hiong Chan

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Why are investors moving away from sectoral funds? “Volatility and risk have made investors rethink concentrated bets,” our Executive Director Chirag Muni shares ▪️ Broader categories like flexi-cap, large-cap, and multi-cap are gaining favour ▪️ Diversification = better risk-adjusted growth ▪️ Thematic exposure should be balanced and selective

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