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Showing 1 - 8 of 8 results for "DeepSeek"

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... the trade is a bubble but a bull market opportunity that will endure for the next five to 10 years. "We expect small DeepSeek-type moments and corrections along the way, but fundamentally we can see a path to some pretty meaningful upside for many of ...

Fund managers remain bullish on AI for 2026

RIDDHIMA TALWANI  |  WEDNESDAY, 17 DEC 2025
... Melbourne-based investment management firm sees AI as a five to 10-year bull market opportunity. "There's going to be little DeepSeek-type moments along the way and little corrections along the way, but fundamentally we can see a path to some pretty ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... billion over the next four years to build new AI infrastructure. About one week later, a little-known startup from China, DeepSeek, claimed it does not need the laggard infrastructure to function and only spent US$6 million to train its R1 model with ...

DeepSeek, Alibaba: Silver linings for emerging markets strategy

KARREN VERGARA  |  THURSDAY, 22 MAY 2025
DeepSeek and Alibaba's rise from the ashes have bolstered the case for investing in Chinese companies, according to an emerging markets expert seeking the best opportunities in the face of geopolitical tensions and heightened risks. J.P. Morgan ...

Tariffs were never the answer: Experts

JAMIE WILLIAMSON  |  MONDAY, 19 MAY 2025
... make a difference," she said. Ellis added that the US exceptionalism narrative has already faded, saying things like DeepSeek and the meeting with Ukraine president Volodomir Zelenskyy, made people realise the US may not be a reliable trade or security ...

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... rise of markets like India. This year, a rebound in Chinese stocks, perhaps driven by policy actions and optimism about DeepSeek," he said. "In Europe, positive equity market performance may have been driven by a sense among some investors that Europeans ...

UniSuper prepared for buying opportunities

ELIZA BAVIN  |  TUESDAY, 18 FEB 2025
... shares had suffered from some volatility, pointing to the emergence of Chinese-owned artificial intelligence company DeepSeek. "Its emergence sent shock waves through markets and sparked a trillion dollars to be wiped off the US market in just one day-and ...

AustralianSuper welcomes AI tech competition

ELIZA BAVIN  |  WEDNESDAY, 29 JAN 2025
Mayhem erupted on Wall Street on Monday (local time) after Chinese-owned DeepSeek burst onto the artificial intelligence (AI) scene, wiping $1 trillion off chip maker Nvidia. AustralianSuper holds around $2 billion of Nvidia shares in its balanced option ...
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