Today on Bloomberg, our Partner Polka Mishra shared her perspective on the global AI investment landscape.
Polka highlighted that while the long-term AI opportunity remains compelling, the risk profiles across regions are diverging.
In the U.S., tech companies have raised more than US$75 billion in debt over September and October alone- nearly twice the 10-year average. For an industry that has historically been self-funded and highly cash-generative, this sudden shift toward large, long-dated borrowing introduces a new layer of risk. History shows that when high-growth sectors use debt to fuel expansion, the aftermath can take years to repair.
China presents a different picture: more reasonable valuations and still-untapped value, though it remains too early to call long-term winners in the global AI race. This is why our positioning spans both markets: the investment cycle is still in its early phase, and capital remains patient.
As the AI story continues to evolve through 2025 and beyond, we believe the key is to distinguish structural opportunity from short-term exuberance and to remain disciplined even in areas of strong thematic momentum.
🎥 Thank you to the Bloomberg team for hosting this important conversation.
Watch the segment here: https://www.bloomberg.com/news/videos/2025-11-25/how-asian-and-us-ai-stocks-compare-javelin-s-mishra
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