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Technology

Tech sell‑off pauses as DeepSeek AI rattles valuations

Tech sell‑off pauses as DeepSeek AI rattles valuations

Jurgen KaiserJanuary 17, 2025
The global technology sector experienced a brief but notable pause in its recent sell-off as DeepSeek AI, a new Chinese artificial intelligence model, disrupted market expectations and prompted investors to reassess valuations worldwide. After weeks of pressure driven by inflation fears, tightening monetary policies, and geopolitical uncertainties, the emergence of DeepSeek AI injected renewed optimism...
Investors 'make Europe great again' with big stock allocation, BofA says

Investors ‘Make Europe Great Again’ with Big Stock Allocation, BofA Says

Jurgen KaiserJanuary 17, 2025
In a striking reversal of sentiment, Bank of America (BofA) analysts reported a significant bullish shift among global investors toward European equities in early 2025. Despite lingering concerns over bond market volatility and cautious monetary policy signals, institutional and retail investors alike are allocating large portions of their portfolios to Europe’s stock markets — signaling...

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