Here Are My Top Macro Ideas
The first 5 weeks of the year have seen international equities outperforming the S&P 500: European and Chinese stocks have rallied harder than US...
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Xinyi Solar, BYD, and Bank of China
The main drivers for Hong Kong stock rallies are short covering, buybacks, and China government real estate support measures announcements.
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CX Daily: Gulf States Roll Out the Welcome Mat for Chinese Tourists as Focus Shifts From Oil
Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oil Amid a global green push, Middle Eastern...
174 Views
CX Daily: Trump 2.0 Means Reboot of Aggressive Tariff Policy Toward China
As the 78-year-old Republican prepares to lead a deeply divided nation, all eyes are on the critical decisions shaping his second-term...
194 Views
CX Daily: U.S. Widens China Trade Fight to Shipbuilding Which It Lost Decades Ago
Shipbuilding /Cover Story: U.S. widens China trade fight to shipbuilding which it lost decades ago China-France /: Xi looks to cement friendship...
244 Views