India-China, Perplexed by Perplexity, and the “Massive Stunning Invoice”
Discover a few of the highest high quality perception collected from prime asset managers and establishments that you simply might need missed this week.
India-China Rapprochement: What Are the Lengthy-Time period Prospects? (Bruegel)
India is predicted to expertise larger development than China within the coming a long time, that means China might lose its higher hand in financial relations between the 2 nations.
A Bit Perplexed by Perplexity (CAIA weblog)
The Perplexity herein is a venture-backed startup circa Dec 2023, and their killer app is an AI-enabled search engine software. In line with a latest Wall Avenue Journal article, the newest funding spherical ought to usher in $500 million of contemporary capital together with a lofty valuation of $14 billion.
Does China Personal Apple? | Patrick McGee (Steve Eisman)
On this episode, Steve Eisman delves into the intricate and infrequently missed story of Apple’s manufacturing evolution over the previous twenty years, specializing in its deep entanglement with China.
Defence-Associated Investing Utilizing an ETF (BNP Paribas AM)
Defence-related investing has taken over because the dominant investor theme for thematic exchange-traded funds. If investor flows have been centered on technology-related and clear vitality exposures in 2021 and 2022, this time is totally different: flows at the moment are led more and more and completely by defence-related exposures.
Humanoids: The Form of Future Automation? (UBS AM)
Humanoid robots are poised to revolutionize automation, however their complexity and value increase questions on their future purposes.
5 Little-Recognized Information about IG Personal Credit score for U.S. P&C Insurers (Nuveen)
Funding grade personal credit score is a constant prime 5 different allocation for insurers, in accordance with Nuveen’s EQuilibrium survey. Whereas typically related to life insurers, curiosity amongst P&C insurers is rising.
Quarterly Metals Report Q2 2025 (Sucden Monetary)
This report is covers evaluation and forecasts for base metals, valuable metals, iron ore and metal.
“Massive Stunning Invoice” Refines Endowment & Basis Tax with Tiers (TIFF)
The Endowment Tax proposal goals to increase eligibility and the way a lot these eligible pay. It features a tiered charge construction based mostly on asset-per-student quantities, and the inclusion standards would chop which college students could be included within the calculation, for instance excluding worldwide college students on short-term pupil visas.
