Markets 3h

Public Markets

Commodity Markets

Oil held near seven-month highs as tensions loom between the US and Iran, with tariff concerns clouding the outlook. Meanwhile, copper jumped as China's markets reopened after the Lunar New Year break, with traders cheering the prospect of lower US tariffs.

Asian Developments

Chinese stocks reopened higher on tariff relief hopes and Lunar New Year spending, while most Asian currencies weakened slightly against the dollar amid lingering US-Iran tensions. Hong Kong is nearing the end of its budget deficit era but remains cautious despite the milestone.

Financial Sector Moves

JPMorgan CEO Jamie Dimon drew parallels to the pre-crisis era, suggesting rivals are doing "dumb things" amid fierce competition. Separately, Marsh is exploring a sale of its financial risk manager for high-net-worth individuals in Asia, while Jane Street was sued for alleged insider trading by the administrator of Terraform Labs.

Technology & AI

Anthropic accused Chinese AI labs of "distillation attacks" on its models, naming rivals DeepSeek, Moonshot and Mini Max. In related news, DeepSeek reportedly trained its latest AI model on Nvidia Blackwell chips despite the US ban. Meanwhile, calls for an AI tax have emerged to cushion effects of potential job losses.

Global Market Trends

Cautious foreign investors are getting their India stock calls right, with retail investors' favorite stocks down a median 20% since January 2025. Australian real estate firms gained as office landlords benefit from staff returning to work, while Panasonic exited the US TV business by handing operations to Chinese rival Skyworth.

Private Equity

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Sector Investment

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