Union Bancaire Privée
A Global Alternative Investment Companywww.ubp.com
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Search complete. 2 mentions across 2 episodes found for "Union Bancaire Privée".
Aug 24, 2026
Nathaniel WhittemoreHOST
The sale suggests that China is ramping up their AI build-out and starting to pull capital from every available source.
Nathaniel WhittemoreHOST
Faser Lin, the managing director at Union Bancaire Privée, noted this is a departure from Alibaba's tight management of share supply, asking, "Why not bonds? It tells me that they may need more funds than we expect for AI investments, and also that they may be rushing to be ahead of other companies." Big shorter Michael Burry was outspoken on Alibaba following the US tech giants into the AI CapEx wars.
Nathaniel WhittemoreHOST
In a Substack post, he wrote, "Alibaba is making serious inroads in the commodity low-cost LLM bloodbath in the US.
Nathaniel WhittemoreHOST
It is impressive as a disruptive force, and I believe this will continue.
Peter LewisHOST
They've snapped up alternative sources of wealth, including Bitcoin and gold.
Peter LewisHOST
On today's programme, I'm joined by Alex Wong, Director at Alex KY Wong Asset Management, and Carlos Casanova, Senior Asia Economist at UBP.
Peter LewisHOST
With a view from Europe is Richard Harris, Chief Executive Officer at Port Shelter Investment Management.
Peter LewisHOST
And if you want to get in touch or download today's Asian Business Newsletter, please go to my website, peterlewismoneytalk.substack.com. On Wall Street Friday, stocks extended their August advance as US business activity grew at its fastest pace in more than four years.