Finance Knuggets
Feb 19, 2026
- Email 1: Asian Business Review – HK-China insurers and healthcare 3D printing
- The life insurance agent numbers in Hong Kong increased by 9% by December 2025, driven by expanding talent schemes targeting offshore wealth.
- Healthcare 3D printing market is expected to grow at a 17% CAGR reaching $14.6 billion by 2033, primarily due to patient-specific devices and orthopaedics.
- Global retail market surged to $30 trillion in 2025, despite strains caused by AI, with 48% of retailers upgrading IT infrastructure.
- Philippines pre-need insurance premiums rose to $300 million, with 690,064 plans sold by Q3 2025, up from 509,323 a year earlier.
- India certified its first autonomous shipping software enabling AI-controlled unmanned vessel navigation.
- Taiwan’s insurance industry profits plummeted 43.3% to $6.2 billion by December 2025, mainly due to halved profits in the life insurance sector.
- The Thai power sector anticipates 20% core EPS growth supported by the Power Development Plan and tariff normalization.
- Asia anticipates a 100 GW energy surge driven by AI and data centers, with data center electricity use predicted to quadruple to 832 TWh by 2030.
- Commentary focuses on ingredient importance in Asian consumer food and beverage purchases and digital finance supervision via blockchain.
- Upcoming events include Asian Telecom Awards in February and several Malaysian business awards in April.
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Innovation awards highlighted EV-specific insurance and organizational transformation winners at the Asian Management Excellence Awards 2026.
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Email 2: MarketWatch – Wall Street veteran advising diversification away from US assets
- Andy Constan, a 40-year Wall Street veteran, has shifted from overweight U.S. investments to diversifying globally due to attractive bond yields and policies elsewhere.
- Since early 2025, Japanese, German, UK, Canadian, and Australian bonds have offered sizable positive returns, unlike the previous decade.
- Constan advocates diversified, low-cost, global stocks, bonds, gold, and commodities holdings, cautioning against market timing and trading.
- He warns of high potential market moves due to uncertain AI impacts combined with elevated financial system leverage.
- Recent market data shows falling U.S. bond yields, stock futures pointing higher, and mixed sector earnings; major companies including Berkshire Hathaway are adjusting holdings.
- Barclays reports increased volatility among individual U.S. stocks despite the S&P 500’s historically narrow trading range.
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Prominent tickers include Nvidia, Tesla, Infosys, and Apple; hot topics involve early earnings releases by private software companies and real estate issues with data center expansion.
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Email 3: Fluent in Finance Newsletter – US economy, AI disruption, and investment strategies
- The US national debt is projected to reach $64 trillion within a decade, threatening economic growth and elevating interest costs to over $2.1 trillion by 2036.
- AI disruption is causing a rapid market reevaluation with software stocks sharply falling; companies supplying AI infrastructure like Corning, SK Hynix, and Vertiv are benefiting.
- Insiders from top AI companies publicly express concerns about AI risks and ethical challenges; regulation and job disruptions are underway, especially in white-collar sectors.
- Housing market shows uneven trends with falling sales in many regions; buyers have increased negotiating power, especially outside overbuilt Sun Belt markets.
- US jobs data revisions removed over 2 million jobs retrospectively, suggesting a weaker labor market and economy than previously reported.
- Foreign stock markets, especially Japan and South Korea, have outperformed the US, fueled by weaker dollar and strong AI-linked sectors.
- Investment recommendations emphasize diversification, focusing on companies enabling AI infrastructure rather than software firms facing disruption.
- Technical analysis flags short-term weakness in technology and cryptocurrencies but maintains a positive long-term outlook for equities.
- Insider trading highlights notable recent purchases in consulting, food ingredients, medical products, aerospace, biotech real estate, and SPACs.
- Active trades signal bullish bets on recovery plays in US auto parts and momentum in international AI-related telecom.
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Key advice for investors: protect against inflation via real assets, focus on AI infrastructure, diversify globally, be cautious on overbuilt housing markets, and prepare for sustained higher interest rates.
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Email 4: SaaS CFO Newsletter – CFO financial discipline and SaaS business insights
- Advises SaaS business founders to run their companies “like they are for sale” to ensure clean, accurate financial data and operational discipline essential for scaling and due diligence.
- Highlights importance of maintaining detailed Monthly Recurring Revenue (MRR) schedules for investor confidence and accurate retention metrics.
- Warns about common pitfalls in revenue data due to inconsistent invoicing or revenue recognition.
- Promotes upcoming SaaS industry events focused on pricing architecture and cloud cost management in the AI era.
- Sponsored content emphasizing the need for dynamic billing infrastructure and strategic CFO leadership in SaaS companies.
- Provides curated resources including podcasts, SaaS metrics tools, and explanations differentiating bookings, invoices, and revenue.
- Offers partner links for bookkeeping, tax help, and sponsorship opportunities in the SaaS tech audience.
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Mentions educational SaaS courses and shares founder’s background with over 25 years in finance and accounting, emphasizing expertise in SaaS CFO roles.
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Email 5: Axios Pro Rata – Regulatory clash on prediction markets, AI investments, and deal flow
- CFTC Chairman Mike Selig asserts federal regulatory authority over prediction markets, clashing with state governments like Utah, igniting a legal battle likely to reach the Supreme Court.
- Selig argues prediction markets have legitimate economic roles and should be regulated federally, even for sports-related trades, limiting states’ abilities to regulate.
- Saudi Public Investment Fund-backed AI company Humain invested $3 billion in Elon Musk’s xAI prior to its SpaceX merger, signaling deepening AI ties in the Middle East.
- Multiple venture capital and private equity deals reported including:
– London-based AI lab Ineffable Intelligence raising $1 billion led by Sequoia Capital.
– Various substantial funding rounds across tech, biotech, fintech, energy, cybersecurity, and startup sectors worldwide.
- Several acquisitions and mergers in insurance, marketing, aerospace maintenance, animal health, financial advisory, payment processing, telecommunications, and logistics sectors.
- Notable personnel changes in venture capital firms.
- Highlights include high private equity activity in software amid public market valuation resets.
- Readers encouraged to subscribe to Axios Pro Deals for in-depth VC, PE, and M&A deal coverage.
Stay Well!
