Daily Brief Thematic (Sector/Industry): Did The Elon & Jensen Clown Show Just Crater The AI Narrative? and more

• Maybe it’s 10, 20 years something like that. For me that’s long term. Um my prediction is that work will be optional.
• The evidence speaks for itself uh but but but AI and humanoid robots will actually eliminate poverty and Tesla won’t be the only one that makes them.
• There will still be constraints on power like electricity. The fundamental physics elements will still be constraints. Um but um I think at some point uh currency becomes irrelevant.

• Strong US stock gains since Friday should drive bargain hunting in oversold AI-related Japanese names following their recent slide.
• Prospects for a near-term US rate cut may limit yen weakness, supported by Japanese officials’ strong verbal intervention on Friday.
• The US market closure on Thursday will reduce overall trading volume, potentially leading to increased volatility for individual stocks in Japan.

• Rising beef prices in the US are a topic of concern, with President Trump urging lower prices
• Bill Bullard, CEO of R-CALF USA, discusses the relationship between beef prices and cattle prices and the need for competitive market forces in the cattle industry

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• Morningstar maintains US$7.10 target on undervalued Hongkong Land. Singapore tourism benefits from China trip cancellations, says DBS.
• UBS values Sembcorp Industries at $7.65 due to a value unlock.
• Analysts maintain ‘buy’ ratings on Centurion Corp after 3QFY2025 update. BRC Asia’s 2HFY2025 earnings fall 5% y-o-y to $52.2 million.

• New high frequency data from the Fed in its weekly H8 series for US banks, shows loan growth at 5.22% YoY in week 12 November
• There has not been a higher rate in a long time, since mid FY23 where the data is distorted from a low base effect in FY22
• Steepening slope of weekly loan growth together with no real rise in loan loss allowance, gives a strong view of US credit metrics, demand

• Bubble fears and a broad market selloff have dragged down the stocks of neocloud companies and bitcoin miners pivoting to AI.
• These firms have their challenges: supply chain issues, growing debt loads, uncertainty about Nvidia chip lifespans, and the rapid drop in bitcoin prices.
• Power’s still a prized asset – so, if investor sentiment improves, miners with strong energy assets and Nebius, with its loaded contract pipeline, could be the first to benef

• The four new Labour Codes on Wages, Industrial Relations, Social Security, and OSHWC, replace 29 old laws, creating a unified, simplified, and future-ready framework for India’s labour sector.
• The Codes expand social security to gig/platform workers, mandate appointment letters, and introduce flexibility measures, directly addressing India’s formalization and productivity deficit.
• Structural shifts toward formal employment, financial inclusion, and manufacturing flexibility will boost corporate investment, productivity, and inclusive growth, justifying a re-rating of India’s formal sector.

• Govt to increase sugar MSP by 23% to Rs.38 per kg
• Shrimp exports rise by 18% to USD 2.4 bln during Apr-Aug 2025
• Textiles industry’s sales grow by 4.9% in September 2025 quarter