Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Corruption / Cover Story: China’s sports corruption dragnet casts pall ahead of Paris Olympics</li><li>Euro Cup / Chinese brands intend to triumph at Euro Cup 2024</li><li>Cyberbully / China rolls out new rules for online sites to curb cyberbullying</li></ul>

Corruption / Cover Story: China’s sports corruption dragnet casts pall ahead of Paris OlympicsEuro Cup / Chinese brands intend to triumph at Euro Cup 2024Cyberbully / China rolls out new rules for online sites to curb cyberbullying

CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics 

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Yen weakened 0.8% while bond futures surged after BOJ postponed debt-buying details</li>
<li>Shareholders endorsed Musk's compensation and Tesla's incorporation shift to Texas</li>
<li>G7 to use profits from frozen Russian assets for $50 billion in loans to Ukraine</li>
</ul>


Yen weakened 0.8% while bond futures surged after BOJ postponed debt-buying details
Shareholders endorsed Musk's compensation and Tesla's incorporation shift to Texas
G7 to use profits from frozen Russian assets for $50 billion in loans to Ukraine


#19Business Buzz: BOJ Yen Drop, Tesla's $56B Pay Deal, G7's Ukraine Support

<ul>
<li>JPMorgan's new fund focuses on obesity treatments, especially popular yet scarce GLP-1 drugs</li>
<li>Chinese automakers sold more cars than US brands, marking a significant market shift</li>
<li>Tesla shares rise as Musk anticipates shareholder approval of his controversial $56 billion pay package</li>
</ul>


JPMorgan's new fund focuses on obesity treatments, especially popular yet scarce GLP-1 drugs
Chinese automakers sold more cars than US brands, marking a significant market shift
Tesla shares rise as Musk anticipates shareholder approval of his controversial $56 billion pay package


#18Business Buzz: JPMorgan's $500M Biotech Fund, China's Car Sales, Tesla's Pay Package Approval

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Despite being a hated stock among the Super Sevens, Apple shares are up &gt;51% YTD this year. Apple has had little to claim for within captivating AI hype.</li>
<li>Apple is not a first mover. Its reputation is of a late comer. But its superior products with mind bending experiences blows competition out of the water.</li>
<li>Outperformance of iPhone 15, deepening services penetration, and roll out of AI-features will propel Apple to a USD 4 trillion market cap in 2024.</li>
</ul>


Despite being a hated stock among the Super Sevens, Apple shares are up &gt;51% YTD this year. Apple has had little to claim for within captivating AI hype.
Apple is not a first mover. Its reputation is of a late comer. But its superior products with mind bending experiences blows competition out of the water.
Outperformance of iPhone 15, deepening services penetration, and roll out of AI-features will propel Apple to a USD 4 trillion market cap in 2024.


2024 High Conviction: Apple’s AI Foray & Services to Power Its Journey to USD 4 Trillion Valuation

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

<ul>
<li>Firms that split their shares show an avg. return of +25.4% one year after split. That’s more than 2x the average return of the S&amp;P 500 during those periods. </li>
<li>Critically, returns post stock splits are mainly seen from announcement to actual split date. Mega caps have shown 9.3% absolute returns 12 months post split. Be cautious of misleading averages.</li>
<li>On relative terms (v/s S&amp;P500) price returns were down 6.3% 12-months after stock splits. All splits generated negative returns except for Tesla in 2020.</li>
</ul>


Firms that split their shares show an avg. return of +25.4% one year after split. That’s more than 2x the average return of the S&amp;P 500 during those periods. 
Critically, returns post stock splits are mainly seen from announcement to actual split date. Mega caps have shown 9.3% absolute returns 12 months post split. Be cautious of misleading averages.
On relative terms (v/s S&amp;P500) price returns were down 6.3% 12-months after stock splits. All splits generated negative returns except for Tesla in 2020.


Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Tesla (TSLA US)

CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics

Corruption / Cover Story: China’s sports corruption dragnet casts pall ahead of Paris Olympics. An avalanche of corruption investigations continues...

Caixin Global

#19Business Buzz: BOJ Yen Drop, Tesla's $56B Pay Deal, G7's Ukraine Support

Yen weakens, bond futures surge after BOJ delay; Musk's comp approved, Tesla moves to Texas; G7 to aid Ukraine with frozen Russian assets profits.

Nimish Maheshwari

#18Business Buzz: JPMorgan's $500M Biotech Fund, China's Car Sales, Tesla's Pay Package Approval

JPMorgan launches fund for obesity treatments, Chinese automakers outsell US brands, Tesla shares climb on Musk's pay package anticipation.

Nimish Maheshwari

2024 High Conviction: Apple’s AI Foray & Services to Power Its Journey to USD 4 Trillion Valuation

Apple briefly overtook Microsoft as the most valuable firm measured by market cap. Share prices retreated relative to Microsoft by close of...

Mint Finance

Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?

Stock splits historically fuel price rise and positive returns. But not always as is evident from recent stock splits. Volatility expansion is more...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: China’s Sports Corruption Dragnet Casts Pall Ahead of Paris Olympics

Corruption / Cover Story: China’s sports corruption dragnet casts pall ahead of Paris Olympics. An avalanche of corruption investigations continues...

Caixin Global

#19Business Buzz: BOJ Yen Drop, Tesla's $56B Pay Deal, G7's Ukraine Support

​Yen weakens, bond futures surge after BOJ delay; Musk's comp approved, Tesla moves to Texas; G7 to aid Ukraine with frozen Russian assets profits.

Nimish Maheshwari

#18Business Buzz: JPMorgan's $500M Biotech Fund, China's Car Sales, Tesla's Pay Package Approval

​JPMorgan launches fund for obesity treatments, Chinese automakers outsell US brands, Tesla shares climb on Musk's pay package anticipation.

Nimish Maheshwari

2024 High Conviction: Apple’s AI Foray & Services to Power Its Journey to USD 4 Trillion Valuation

Apple briefly overtook Microsoft as the most valuable firm measured by market cap. Share prices retreated relative to Microsoft by close of...

Mint Finance

Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?

Stock splits historically fuel price rise and positive returns. But not always as is evident from recent stock splits. Volatility expansion is more...

Mint Finance

Yen weakens, bond futures surge after BOJ delay; Musk's comp approved, Tesla moves to Texas; G7 to aid Ukraine with frozen Russian assets profits.

JPMorgan launches fund for obesity treatments, Chinese automakers outsell US brands, Tesla shares climb on Musk's pay package anticipation.