Bonnie Chan

In this thought-provoking discussion, Anjney Midha, a General Partner at Andreessen Horowitz, emphasizes the overwhelming shift of capital towards AI, tackling energy constraints for GPU data centers. Bonnie Chan, CEO of HKEX, highlights the crucial need for diverse funding channels in public markets to match AI opportunities. Meanwhile, Dave Blundin, managing partner at Link Exponential Ventures, shares insights into the surge of AI startups from academic powerhouses and the importance of early investment to capitalize on rapid valuation growth.

In this insightful discussion, Stuart Paul, a U.S. economist from Bloomberg Economics, and Bonnie Chan, CEO of Hong Kong Exchanges and Clearing, explore the evolving global economic landscape. They dive into NVIDIA's upcoming earnings and the tech giant's challenges, particularly in China. The conversation also touches on the Medef Conference, highlighting the political and fiscal hurdles in France. Additionally, they examine the crucial monetary policy decisions from the Bank of Korea and the burgeoning role of AI in business innovation.

Tim Pagliara, Chairman and Chief Investment Officer at CapWealth, shares insights on the Fed's recent minutes, inflation trends, and their potential impact on market strategies. Bonnie Chan, CEO of Hong Kong Exchanges and Clearing, highlights a record quarter for the exchange, driven by a surge in IPOs and growing interest from international investors. The discussion dives into how these factors may shape the financial landscape in Asia, especially as Chinese firms increasingly seek capital.