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out on TSMC, Samsung and SK Hynix, what emerging- market funds are buying now","url":"https://stock-news.laohu8.com/highlight/detail?id=2640159395","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640159395?lang=en_us&edition=fundamental","pubTime":"2026-06-04 18:06","pubTimestamp":1780567560,"startTime":"0","endTime":"0","summary":"Positioning and concentration limits are forcing EM investors to trim TSMC, SK Hynix and Samsung and look elsewhere. Fund managers who've made a killing this year with positions in the three top-performing emerging market stocks are increasingly being forced to diversify elsewhere.A report from JPMorgan published Thursday observed that international investors with holdings in Taiwan Semiconductor Manufacturing, SK Hynix and Samsung Electronics have been running into constraints imposed by their mandates on the maximum weightings allowed in a single stocks or sectoral concentration.Elsewhere fund managers booking gains in SK Hynix and Samsung have explored selected tech stocks in Malaysia, Thailand and Singapore. Chinese tech names KWEB have been sought out as have industrials and and, unsurprisingly given the disruption caused by the Strait of Hormuz blockade, energy storage.Batra and team state that \"our main message to clients has been to embrace the concentration risks inherent in 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The hedge-fund firm first invested in the company in 2021 and has failed to clinch two proposed deals.Real-Estate Giant Compass Under Antitrust Investigation in New York. The state attorney general is investigating Compass after it closed a $1.6 billion acquisition of a rival brokerage firm. Compass shares fell 12% Wednesday.The owner of Tommy Hilfiger and Calvin Klein said it now expects full-year revenue to stay approximately flat, compared to previous guidance of a slight increase.Shoppers Are Spending More at Macy's as Turnaround Continues. Macy's and its sister brands Bloomingdale's and Bluemercury have added higher-end products. 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Jones Top Company Headlines at 7 AM ET: Baidu Sees AI, Chip Business Driving Healthy Revenue Growth | Zara ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2640906563","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640906563?lang=en_us&edition=fundamental","pubTime":"2026-06-03 19:00","pubTimestamp":1780484400,"startTime":"0","endTime":"0","summary":"Baidu expects to list its chip unit in Hong Kong this year, and for artificial-intelligence income.to support healthy revenue growth over the next few quarters.Zara Owner Shrugs Off Middle East Turmoil to Post Faster Sales Growth. Sales at the Spanish fashion retailer-which houses Zara, Massimo Dutti and Bershka-rose 11.5% compared with the prior year.Novo Nordisk Launches Wegovy Weight-Loss Pill in UAE. The United Arab Emirates becomes the second country to offer the pill after the drugmaker launched it in the U.S. in early January.AkzoNobel Shares Plunge After Sherwin-Williams, Nippon Paint Drop $14.5 Billion Bid. AkzoNobel shares were down 19% after Nippon Paint and Sherwin-Williams ended their pursuit of the company.SpaceX Eyeing Roughly $1.75 Trillion Valuation in IPO Next Week. Banks are in line to make hundreds of millions of dollars from the offering; JPM has an additional role as party planner.Air Liquide Invests $233 Million in South Korea to Back SK Hynix's AI Chips 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American Morning Briefing: Oil Nears $100 After Middle East Clashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2640903655","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640903655?lang=en_us&edition=fundamental","pubTime":"2026-06-03 18:01","pubTimestamp":1780480860,"startTime":"0","endTime":"0","summary":"Stock futures were taking a breather Wednesday as a record run for the major indexes faced another stern test in the form of escalating U.S.-Iran hostilities and AI spending concerns.The U.S. said a ceasefire with Iran was holding despite the two countries trading heavy fire overnight . The intense fighting sent Brent crude above $98.Still, the S&P 500 is looking to extend its winning streak  to 10 consecutive days, which would be its longest since 1995.\"The market tone is still broadly upbeat, despite oil prices ticking higher as investors try to make heads or tails of what's going on in the Middle East,\" Hargreaves Lansdown said.The AI rally could receive a boost from Broadcom later should the chip maker follow its peers in reporting strong earnings.Clouding the picture for the rally, however, is concern over the earmarking by tech companies of unprecedented sums to finance the build-out of massive data centers .Sterling was lower against the dollar. 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Jones Top Company Headlines at 3 AM ET: SpaceX Eyeing Roughly $1.75 Trillion Valuation in IPO Next Week | Baidu ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2640979205","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640979205?lang=en_us&edition=fundamental","pubTime":"2026-06-03 15:00","pubTimestamp":1780470000,"startTime":"0","endTime":"0","summary":"Banks are in line to make hundreds of millions of dollars from the offering; JPM has an additional role as party planner.Baidu Sees Healthy AI-Driven Revenue Growth in Next Few Quarters. Baidu expects to list its chip unit in Hong Kong within this year, and for artificial-intelligence income.to support healthy revenue growth over the next few quarters.Sales at the Spanish fashion retailer-which houses Zara, Massimo Dutti and Bershka-rose 11.5% compared with the prior year.Greg Abel Puts His Stamp on Berkshire Hathaway With Pair of Megadeals. In one weekend, Warren Buffett's successor has given shareholders a reason to believe he is a savvy dealmaker.Nestle Partners With Startup Helaina to Develop Infant Formula With Human Proteins. The partnership comes a few months after Nestle's infant nutrition business was rocked by a tainted-ingredient crisis.Palo Alto Networks Revenue Rises as Customers Beef Up Cyber Defenses. Chief Executive Officer Nikesh Arora said the results should 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Market OverviewThe Hang Seng Index opened almost flat at 25,180.05, inching down 0.01% as investors weighed overnight gains on Wall Street against lingering global growth concerns. The Hang Seng...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"2a636898467c45d29bd1e8ffe7ecce1f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03416","03088","02202","03037","HSI","03423","00981","07200","07300","09988","03417","02015","01810","07288","82800","TCEHY","03032","09088","09868","03115","07226","09115","03067","07552","03419","01024","09898","HSCEI","03690","09999","HSTECH","00700","03033","02837","07500","09626","09888","09961","01211","09866","83115","09618","07588","02828","82828","09067","02800"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639607288","title":"Why This Asia Fund Investor Favors South Korean Stocks Over China's Internet Giants -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2639607288","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639607288?lang=en_us&edition=fundamental","pubTime":"2026-05-31 14:00","pubTimestamp":1780207200,"startTime":"0","endTime":"0","summary":"The conventional wisdom would be to fade a red-hot market like South Korea and look for opportunities in a market that has lagged, like China. But Sean Taylor, Matthews Asia's chief investment officer, doesn't see it that way.Taylor sees gains ahead for Korean stocks, even after the 100% rise in the Kospi Composite index driven by Samsung Electronics and SK Hynix. He is less excited about China, even though the MSCI China index is down 8% year to date, and the internet giants like Alibaba Group that U.S. investors tend to favor.The Hong Kong-based Taylor also is a fund manager at Matthews Asia, which oversees $7 billion. Barron's spoke to him to find out where he sees opportunities in Korea, what popular Chinese stocks he has \"never been less interested in,\" and how he thinks about the risk around Taiwan after Chinese leader Xi Jinping warned President Donald Trump that mishandling issues around the island could lead to a 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As of the time of writing, the stock was up 8.28% to HK$136, with a trading volume of HK$1.013 billion. 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