Core Insights - Employers are more inclined to train workers on artificial intelligence (AI) rather than replace them, according to an analysis by the Federal Reserve Bank of New York [1][4] - A survey indicated an increase in AI usage among businesses, with minimal layoffs reported, as companies focus on retraining employees [2][3] AI Adoption and Workforce Impact - The survey revealed that while some companies reduced hiring due to AI, others increased hiring for positions requiring AI skills [2] - Predictions of AI-related layoffs were made by a few employers, but past survey data suggests that such expectations may not materialize [3] - AI usage varies significantly by industry, with over 50% of firms in information, finance, and professional services utilizing AI, while less than half in sectors like wholesale, leisure, and retail reported similar usage [3] Job Market Implications - The Federal Reserve researchers noted that the adjustments in workforce due to AI are unlikely to have major immediate effects on the job market, as the findings pertain only to 25-40% of firms using AI [4] - The overall impact on employment is expected to be modest, with both positive and negative effects possible [4]

Well, Sunday is here and so is the weekly market close price action. We love to see price action like this brewing around the weekly close. We are focused on it.We're definitely, you know, looking at a few levels in the Discord. I have been outlining this for the premium members. If you guys do want to join up, you guys are more than welcome to.But overall, it's looking like a nice bounce here in the market. I'm watching XRP. I'm trying to see if we can close over some key levels which we've been outlining ...

Core Viewpoint - KB Financial Group Inc. is considered a quality investment in the financial sector, offering a valuation that appears discounted compared to its peers, indicating a potential value opportunity [1]. Group 1 - KB Financial Group Inc. is listed on the NYSE under the ticker KB [1]. - The company is recognized for its quality play within the financial sector [1]. - The current valuation of KB Financial Group is perceived as undeservedly discounted when compared to its competitors [1]. Group 2 - The analysis is conducted by Labutes IR, a fund manager and analyst with over 18 years of experience in the financial markets [1]. - The author has a background in various types of institutions within the industry, focusing on the buy side and portfolio management [1]. - The analysis is associated with the existing author known as The Outsider [1].

Market Overview - U.S. stocks traded mostly lower, with the Dow Jones falling more than 100 points, down 0.30% to 45,481.66, while the NASDAQ rose 0.03% to 21,714.31 and the S&P 500 dropped 0.19% to 6,489.56 [1] - Financial stocks fell by 1.3% on Friday [2] Employment Data - The U.S. economy added just 22,000 jobs in August, a significant decrease from July's 79,000 and below the expected 75,000 [3][8] - The unemployment rate increased to 4.3% from 4.2%, aligning with forecasts [3][10] - Average hourly earnings rose 0.3% month-over-month and 3.7% year-over-year, cooling from July's 3.9% [3][10] Commodity Market - Oil prices decreased by 2.3% to $62.03, while gold prices increased by 1% to $3,643.70 [5] - Silver rose by 0.7% to $41.695, and copper increased by 0.1% to $4.5620 [5] European Market - European shares showed mixed results, with the eurozone's STOXX 600 slipping 0.1% and Spain's IBEX 35 Index falling 0.2% [6] Asian Market - Asian markets closed mostly higher, with Japan's Nikkei 225 gaining 1.03%, Hong Kong's Hang Seng up 1.43%, and China's Shanghai Composite rising 1.24% [7] Company Performance - Hour Loop Inc shares surged 118% to $4.12, while Pineapple Financial Inc shares rose 71% to $6.98 after closing a $100 million private placement [9] - Peraso Inc shares increased by 58% to $1.29 following an enhanced acquisition bid from Mobix Labs [9] - Youxin Technology Ltd shares dropped 60% to $0.12 after announcing a $6.0 million public offering [9] - Innovation Beverage Group Ltd shares fell 31% to $0.38, and 707 Cayman Holdings Ltd shares decreased by 34% to $0.28 [9]

Group 1 - The Extraordinary General Meeting of Nykredit Realkredit A/S was held on 5 September 2025 [1] - Shareholders approved the Board of Directors' proposal for a revised Remuneration Policy [1]

Overview - Misyon Bank leverages Chainlink Runtime Environment (CRE) to power custom workflows for its Turkish lira-backed MTLK token [1] - CRE enables Misyon to bridge the gap between traditional and onchain finance by combining institutional-grade infrastructure with verifiable onchain guarantees [1] Key Functionalities Enabled by CRE - Publish the MTLK price on Avalanche (AVAX) leveraging Chainlink Price Feeds [2] - Verify Turkish lira reserves held by Misyon via Chainlink Proof of Reserve [2] - Coordinate custom workflows and ensure real-time, onchain auditability [2]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: China Economics and Market Dynamics - **Company**: Morgan Stanley Asia Limited Core Insights and Arguments 1. **Economic Growth Projections**: Real GDP growth is expected to reach 4.8% in 2025, with a slowdown anticipated in the second half of the year, alongside persistent deflation trends [2][10][15] 2. **Export Weakness**: Exports are projected to weaken in the second half of 2025 due to payback from front-loading and weaker global trade, exacerbated by higher US tariffs on global trade partners [6][8] 3. **Fiscal Stimulus Decline**: Fiscal stimulus has been front-loaded to the first half of 2025, with a reduced fiscal impulse expected from August onwards [10][11] 4. **Deflation Feedback Loop**: A continued deflation feedback loop is observed, with weaker nominal GDP negatively impacting wage growth [15][16] 5. **Housing Market Concerns**: Housing investment has largely completed its adjustment, but the outlook for housing prices remains uncertain, indicating potential risks in the real estate sector [20][22] 6. **Market Sentiment Factors**: Market sentiment is supported by liquidity, with significant inflows from major institutions and retail investors into the A-share market in the first half of 2025, estimated at approximately RMB 1.5-1.7 trillion [25][27] 7. **Narrative Shift**: A more constructive narrative is forming around China’s economic policies, with a pivot towards addressing social dynamics and anti-involution measures [37][39] 8. **Household Savings Reallocation**: There is potential for RMB 6-7 trillion in household savings to be reallocated towards riskier investments, contingent on improved risk appetite and macroeconomic fundamentals [42][46] 9. **AI and Tech Sector Growth**: The tech sector, particularly AI, is expected to see significant growth, with policy support and increased capital expenditure in emerging sectors [62][64][72] 10. **Reflation Strategy**: A "5R" reflation strategy is being implemented, focusing on rebalancing the economy through fiscal measures, social welfare reforms, and structural adjustments [135][136] Additional Important Insights - **Inflation and Price Dynamics**: The potential for deflation to persist into 2026 is highlighted, with various scenarios outlined from worst-case to ideal outcomes [104][105] - **Sector-Specific Implications**: Different sectors are experiencing varying levels of urgency and potential for anti-involution measures, with specific action plans and challenges identified for sectors like EV batteries, cement, and airlines [131][134] - **Social Welfare Reforms**: Emphasis on social welfare reforms as a key component for economic rebalancing, including subsidies for families and education [143][140] This summary encapsulates the critical insights and projections discussed during the conference call, providing a comprehensive overview of the current economic landscape and future expectations for China.

4 September 2025 | 7:23AM HKT The 720: Asia Leaders Conference Day 1 Takeaways, Global Strategy, Commodity Views, Asia Strategy Earnings Revisions In Focus | Asia Leaders Conference Day 1 Takeaways Consumer | Anta, Laopu Gold, Yum China, Guming, Miniso, CR Beer, Xtep, Galaxy, Melco, Hindustan Unilever Anta - solid multi-brand operation to drive long-term sustainable growth - Buy (on CL). We believe market has largely digested the mediocre 3QTD trading for Anta core and Fila post guidance revisits during int ...

Core Viewpoint - Sampo plc has initiated a share buyback program with a maximum limit of EUR 200 million, which commenced on 7 August 2025, following the authorization from its Annual General Meeting on 23 April 2025 [1][2]. Group 1: Share Buyback Details - On 2 September 2025, Sampo plc acquired a total of 334,337 A shares at a daily weighted average price of EUR 9.64 [1]. - The breakdown of the share buybacks on that day includes: - 5,561 shares at EUR 9.66 on AQEU - 120,256 shares at EUR 9.64 on CEUX - 38,033 shares at EUR 9.64 on TQEX - 170,487 shares at EUR 9.64 on XHEL [1]. Group 2: Total Shares Owned - Following the transactions, Sampo plc now holds a total of 6,225,723 A shares, which represents 0.23% of the total number of shares in the company [2].

Billionaire Mukesh Ambani’s Reliance Group is planning to raise about 180 billion rupees ($2 billion) through asset-backed securities, according to people familiar with the matter, in what could be one of the largest such deals in India this year https://t.co/Fxv13wUUCI ...