Malcolm Scott on Muck Rack

Malcolm Scott

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Hong Kong
As seen in: Bloomberg News, MSN, Bloomberg Businessweek, Bloomberg Green Daily, Bloomberg Markets Magazine, Yahoo Finance, Yahoo Finance Canada, Yahoo Finance UK, Yahoo! Finance New Zealand, Mint, The Boston Globe and
Asia Economics Managing Editor for Bloomberg News. Views are my own and retweets aren't endorsements.
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Articles

Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

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By Malcolm Scott 
| Financial Post
Skip to Content The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem. u262{fm]z3l94fmk42tezjjz_media_dl_2.png Bloomberg, company filings (Bloomberg) — The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.
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Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

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By Malcolm Scott 
| Yahoo Finance UK
(Bloomberg) -- South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year. That’s according to Goldman Sachs Group Inc. economists led by Andrew Tilton, who now expect two 25-basis point interest rate hikes in Korea in the third and fourth quarter, and two 12.5-basis point increases in Taiwan in the second and fourth quarters.
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Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

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By Malcolm Scott 
| Yahoo Finance
(Bloomberg) -- South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year. That’s according to Goldman Sachs Group Inc. economists led by Andrew Tilton, who now expect two 25-basis point interest rate hikes in Korea in the third and fourth quarter, and two 12.5-basis point increases in Taiwan in the second and fourth quarters.
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