In today’s briefing:
- Good Morning Japan |REALITY CHECK-Sticky Inflation! Bearish US/Bullish Japan; Win for Japan Activism
- The Belt and Road Initiative – Investment Opportunities in China Healthcare
Good Morning Japan |REALITY CHECK-Sticky Inflation! Bearish US/Bullish Japan; Win for Japan Activism
- OVERSEAS. SPX sees Red on Friday to close -2.9%WoW as PCE Deflator heats up; Reality check for peak inflation camp; US 2Yr Yield highest since 2007
- JAPAN. NKY Futs -0.4% vs Cash; USDJPY 136.5 on strong USD; BOJ Gov designate Ueda to follow Kuroda path – for now; Jan Core infl 4.2%; Fujitec: 3 directors booted
- DAILY NUGGET. Tale of two Markets: Bearish US Equities but Constructive Japan Equities. When the data changes..
The Belt and Road Initiative – Investment Opportunities in China Healthcare
- China has pointed out to strengthen and expand cooperation with the industrial chain/supply chain of neighboring countries. Countries along the Belt and Road would be key partners in the future.
- In addition to traditional low value-added consumables, a group of high-tech/high value-added equipment that conform to the technical trend are gradually becoming important export products, which implies great investment opportunities.
- We listed related companies that would benefit from the vigorous development of the Belt and Road project. Their global revenue proportion would further increase, which worth investors’ attention.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
