In today’s briefing:
- Good Morning Japan | SPX Plunges Below Key 4000 on Inflation Fears; Toyota EV Shift Begins NOW
- China TMT Update(Feb.20): JD.US, 241HK, 6618HK, 1024HK – JD Is Reported to Launch “RMB10bn Subsidy”
Good Morning Japan | SPX Plunges Below Key 4000 on Inflation Fears; Toyota EV Shift Begins NOW
- OVERSEAS. SPX -2% overnight to close below key 4090 suport; Bonds sell off, USD Bid as cyclicals hit on sticky inflation view; Walmart, Home Depot downbeat outlook hits Sentiment
- JAPAN. NKY Futs -0.8% vs Cash; USDJPY weakens to 135; Inflation here too as JGB 10Y breaches 0.5%; Toyota EV Move; Japan Condo px-es hit records; Bullish Machinery Sector Upgrades
- DAILY NUGGET. Toyota EV shift has started. Rather than Toyota, watch the supply chain – Denso in particular stands to benefit.
China TMT Update(Feb.20): JD.US, 241HK, 6618HK, 1024HK – JD Is Reported to Launch “RMB10bn Subsidy”
- JD:JD is reported to launch “RMB10bn subsidy” channel in March(-)
- 241HK/6618HK:Shanxi stops allowing first medical consultation to be online, other provinces may follow suit(-)
- 1024HK:Kwai recruitment releases performance of serial New Spring Recruit Event（+）
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