Who runs Berkshire’s $300 billion equity portfolio?
As Berkshire Hathaway marks Warren Buffett ‘s official retirement Wednesday, attention is shifting to a less settled part of the succession plan: the fate of its $300 billion equity portfolio. For decades, Berkshire’s stock holdings have reflected Buffett’s long-term investing judgment and his willingness to deploy capital aggressively during market Continue Reading
China accuses Netherlands of making ‘mistakes’ over chipmaker Nexperia
The logo of Chinese-owned semiconductor company Nexperia is displayed at the chipmaker’s German facility, after the Dutch government seized control and auto industry bodies sounded the alarm over the possible impact on car production, in Hamburg, Germany, Oct. 23, 2025. Jonas Walzberg | Reuters China has urged the Netherlands to Continue Reading
The big question facing Europe’s banks in 2026 following strong year
Key Points Europe’s banking sector has flourished in 2025, with lenders notching their strongest annual showing since 1997. Now, after a strong third-quarter earnings season, banks must decide how and where to put their “significant” excess capital to work in 2026. Strategists see the sector as a strong diversification play Continue Reading
China to restrict silver exports, echoing rare earths playbook
Silver bars are stacked in the safe deposit boxes room of the Pro Aurum gold house in Munich, Germany, January 10, 2025. Angelika Warmuth | Reuters BEIJING — China is set to tighten controls on silver exports from Thursday, expanding restrictions on the once-ordinary metal critical to the U.S. industry Continue Reading
Positive on China tech, but neutral on the overall market: Analyst
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Kieran Calder, Head of Asia Equity Research at UBP, explains why he is neutral on Chinese markets but maintains a positive view on the Chinese tech sector. He also shares his outlook for Japanese markets, noting that Continue Reading