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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 2 of 2

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 2 of 2

Invesco's Fiona Yang on Korea, China and the Next AI Investment Wave | 20 Jul 2026 | Merryn Talks Money

- > "I do see a couple of risk in there. The first one is really the return on those hyperscalers investment. The other risk is competition... the Chinese large language model build up on cheap power, cheap electricity, cheap land, and cheap hardware producers." - **Fiona Yang** [[00:00:11](http://www.youtube.com/watch?v=0UdKsWc36LU&t=00m11s)] - > "Expectation of earnings growth is super high to the degree that…

Jul 21, 2026·Bloomberg
Invesco's Fiona Yang on Korea, China and the Next AI Investment Wave | 20 Jul 2026 | Merryn Talks Money

https://x.com/1amInvesting/status/2021441798028321195?s=20

*#Concentration*

Feb 11, 2026·South Korea
https://x.com/1amInvesting/status/2021441798028321195?s=20
Source
BloombergChinaKorea
+22 more tags
Markets & InvestmentsPodcast

Invesco's Fiona Yang on Korea, China and the Next AI Investment Wave | 20 Jul 2026 | Merryn Talks Money

  • "I do see a couple of risk in there. The first one is really the return on those hyperscalers investment. The other risk is competition... the Chinese large language model build up on cheap power, cheap electricity, cheap land, and cheap hardware producers." - Fiona Yang [00:00:11]

  • "Expectation of earnings growth is super high to the degree that…

View Full Article
UJ
Jul 21, 2026
Source
South KoreaEquityReport, Blogs & Insights
+2
2 more tags
Markets & InvestmentsKorea

https://x.com/1amInvesting/status/2021441798028321195?s=20

#Concentration

View Full Article
UJ
Feb 11, 2026