Disruption

The Shanghai-based photonic computing company's blockbuster debut in H1 underscores investor appetite for AI infrastructure while testing both HKEX's Chapter 18C regime and Hong Kong's IPO revival. Ryan Cheng spoke to senior market participants about the deal.

The asset manager's blockchain-native bond fund marks another milestone in Hong Kong's push to build regulated tokenised capital markets.

The South Korean chipmaker's record $26.5 billion Nasdaq debut was followed by a record sell-off in Seoul after weaker earnings expectations, even as analysts remain constructive on the longer-term AI memory cycle.

The index provider cited unresolved market-accessibility issues for global investors, including limits around Korean won convertibility. Korean semiconductor giant SK Hynix is seeking direct access to US investors amid surging demand for AI memory chips.

The proposed VITRO REIT listing would be the Philippines’ first digital infrastructure REIT, amid a quiet Southeast Asia IPO market and increasing demand for data centre development.

Facing limited land, power and access to frontier compute, Singtel is helping build a sovereign AI ecosystem that combines infrastructure innovation, strategic partnerships and regional expansion to support Singapore's AI ambitions, according to the firm's CTO.

The Taiwan-listed fibre optic and data cable manufacturer will buy the Singapore-headquartered ICT business using cash and Citi financing to strengthen its data centre infrastructure capabilities amid surging AI demand.

China had robust import and export growth in May despite the ongoing conflict in the Middle East. Fitch has upgraded China's GDP forecast to 4.6% this year after "surprisingly good" Q1 data. In a volatile market, SpaceX is set to go public on June 12.

Dr. Wenbin Wang, chairman of ICBC International, discusses three fundamental structural drivers helping drive the stock market's recent revival, including attracting innovative Chinese firms and the rise of dual listings.