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Asia Leads Global Value Rotation On Chip Woes
Asia Leads Global Value Rotation On Chip Woes
By Abishek Vishnoi, Bloomberg Markets Live reporter and strategist
A rotation from growth to value stocks is more pronounced in Asia than anywhere else globally, as doubts grow over the chip rally’s staying power.
MSCI’s gauge for value stocks in Asia Pacific has risen about 6% this quarter, compared with a 2% drop in its growth counterpart, on track for its biggest outperformance since January-March 2022, according to data compiled by Bloomberg. The gap is wider than the swings in the US and Europe...
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Sep 26, 2026 / Tyler Durden
USAF More Than Doubles Ondas' ULTRA Drone Contract As Potential MQ-9 Reaper Alternative Emerges
USAF More Than Doubles Ondas' ULTRA Drone Contract As Potential MQ-9 Reaper Alternative Emerges
Thursday's Department of War contract update signals increased US Air Force investment in long-endurance surveillance drones that could complement the MQ-9 Reaper and help fill intelligence, surveillance, and reconnaissance mission gaps following reported heavy losses in the US-Iran conflict.
The USAF more than doubled the value of its contract with DZYNE Technologies, now part of Ondas, bringing the total to about $85.6 million.
As we noted last week, DZYNE's ULTRA platform represents a potential lower-cost Group 5 drone...
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Feb 15, 2026 / Tyler Durden
Munich Security Conference A 'Circus' - Iran Says After Exiled Shah's Son Invited
Munich Security Conference A 'Circus' - Iran Says After Exiled Shah's Son Invited
The Munich Security Conference, once regarded as a heavyweight diplomatic forum, has devolved into a spectacle that favors "performance over substance," Iranian Foreign Minister Abbas Araghchi complained after his country was snubbed.
Organizers barred senior Iranian officials from attending this year's gathering after deadly protests and unrest shook the country last month, threatening the stability of the Islamic Republic. Tehran has lashed out:
"Sad to see the usually serious Munich Security Conference turned into the ‘Munich Circus’ when it...
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May 13, 2026 / Thiago V. S. Coelho
Marx Was Wrong About the “Necessary” Ruin of Small Landed Property
Karl Marx not only misunderstood value and production, but he also was wrong about large-scale and small-scale property owners.
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