

Nvidia splashes the cash, Greggs opens a pub, and alternative ways to pay for university
Sep 26, 2025
Isaac Thong, portfolio manager of the Aberdeen Asian Income Fund, shares insights on the rising interest in Asian markets. He discusses Nvidia's significant investments in AI and how US currency fluctuations impact emerging markets. Isaac also highlights the allure of tech, financial sectors, and specific real estate as investment opportunities. While acknowledging the risks tied to governance and political factors, he emphasizes the protective value of dividends in these markets.
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Nvidia Secures Its AI Lead
- Nvidia is using large strategic investments to secure partnerships and a front-row role in AI infrastructure.
- Its stakes in Intel and OpenAI give it influence over chip supply and product roadmaps.
Short Squeeze, Not A DIY Revival
- Kingfisher's share surge was driven by a short squeeze after a better-than-expected update, not a DIY boom.
- Short sellers were forced to buy back shares, pushing the price sharply higher.
Greggs' Pop-Up Pub Gimmick
- Dan describes Greggs opening a pop-up pub in Newcastle with a novelty menu including a £17.50 'Sunday roast' of bakes.
- He frames the move as a cheeky marketing stunt rather than a serious threat to pubs like Wetherspoons.