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Articles

Daily Brief Macro: UK: GDP Seasonal Surge Before Slowing and more

1 week ago | smartkarma.com | Phil Rush |Jim Walker |David Mudd |Caixin Global

In today’s briefing: UK: GDP Seasonal Surge Before Slowing Walker’s Weekly: Dr. Jim’s Summary of Key Global Macro Developments – 11 April 2025 HEW: Sipping ECB Dove-Juice Real Asset Chartbook Week #2: That Was Interesting The Art of the Trade War: FIRST ROUND GOES TO THE MARKETS! CX Daily: Chinese Firms Set to Seek Alternative Sources for Key U.S. Imports UK: GDP Seasonal Surge Before Slowing Fundamental causes should not be assigned to UK GDP surging far beyond consensus expectations again...
Daily Brief Macro: US Lands Some Disinflation In Feb-25 and more

1 month ago | smartkarma.com | Phil Rush |Caixin Global |Farah Miller |Prasenjit Basu

In today’s briefing: US Lands Some Disinflation In Feb-25 CX Daily: China’s EV Sector Enters New Frontier With Solid-State Batteries Annual Tire Company Results Show Pace Of Change US: Trump Disinflation Evident in Feb’25, Likely to Continue as DOGE Cuts Flow In Canada: 25bp Rate Cut To 2.75% (Consensus 2.75%) in Mar-25 US Lands Some Disinflation In Feb-25 The upwards trend in monthly US inflation of the past several months broke in February with a surprisingly steep slowing to 0.2% m-o-m,...
Daily Brief China: Contemporary Amperex Technology (CATL), TCL Corp (A), Sihuan Pharmaceutical Hldgs, Lalatech Holdings Co Ltd and more

Oct 5, 2024 | smartkarma.com | Caixin Global |Xinyao Wang |Daniel Hellberg

In today’s briefing:CATL Chairman Sees Recycled Lithium as the Future of EV-Battery MakingTCL Acquires LG Display’s LCD Plants in Guangzhou as Industry ConsolidatesChina Healthcare Weekly (Oct.6) – WuXi to Sell Assets, Be Rational on China CXO, Sihuan UnderperformLalatech IPO | Review of H124 Financials & Operating Stats | Strike While the Iron Is Hot-Ish?
Daily Brief Equity Bottom-Up: China Consumer Plays Listed In Japan and more

Oct 4, 2024 | smartkarma.com | Steve Zhou |Caixin Global |Sudarshan Bhandari |Scott Foster

In today’s briefing:China Consumer Plays Listed In JapanMajor Chinese EV-Makers Have Record Month for SalesThe Beat Ideas: Dhampur Bio Organics Ltd.- Ethanol, Value Added Products & DeleveragingIs Ganfeng Bearish Pilbara Minerals? Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads. Ibiden (4062 JP): Once Again a Long-Term BuyDonaldson Company Inc: Will The Aftermarket and Off-Road Growth in Mobile Solutions Last?
Daily Brief United States: Uber Technologies , Appian Corp, Conagra Foods, International Game Technology Ordinary Shares, Mirati Therapeutics, PowerSchool Holdings , Upstream Bio, Warner Bros Discovery , Arthur J Gallagher & Co and more | Smartkarma

Sep 28, 2024 | smartkarma.com | Caixin Global |Baptista Research |Andrei Zakharov

In today’s briefing: Uber to Partner With China’s WeRide for Autonomous Vehicles, Beginning in UAE Appian Corporation: Dealing With Geographic Expansion Challenges & Other Roadblocks! – Major Drivers Conagra Brands Inc.: Revamping Marketing Strategies & Focusing On Product Innovation! – Major Drivers International Game Technology PLC: Enhanced iLottery & International Growth! – Major Drivers Mirati Therapeutics Inc.: Expansion of KRAZATI PowerSchool Holdings: AI Integration and PowerBuddy...
Caixin Biz Roundup: Qatar to Invest in Chinese Asset Manager, EU to Slap Tariffs on Chinese EVs

Jun 17, 2024 | player.fm | Caixin Global |Kara Goldin |Derek Gallimore |Scott Voelker

The U.S. Supreme Court has backed Starbucks challenge to a judicial order to rehire seven Memphis employees. They were fired as they sought to form a union. Presenter Devina Gupta examines the implications of the verdict. Disney and Governor Ron DeSantis of Florida agree to end a feud over $17 billion in planned development at Walt Disney World. Disney say the deal will fuel new investment. New York has passed a pair of proposed laws that aim to make social media less harmful to children. We ...
Caixin Biz Roundup: How Will U.S. Tariff Hikes Impact Chinese Industries?

May 23, 2024 | player.fm | Caixin Global |Kara Goldin |David A. Yovanno |Todd Crawford

The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
Construction Restarts at Chinese-Backed Simandou Iron Ore Mine

Mar 21, 2023 | flipboard.com | Caixin Global |Luo Guoping |Mo Yelin

1 day agoLondon CNN — On a Sunday in March 2008, the US government and bankers raced to finalize a rescue of Bear Stearns, pushed to the brink of collapse by what amounted to a run on the bank. A fire sale to JPMorgan Chase (JPM) was agreed on March 16, 2008 for $2 a share, a 93% discount to Bear Stearns’s …
Cover Story: The Vision of Singapore’s Next Prime Minister

Jan 29, 2023 | flipboard.com | Caixin Global |Zeng Jia |Kelly Wang

12 hours agoSpending 12 hours on a plane may seem like a hellish experience for many travelers — especially those seated in regular economy. But, the journey can depend airline to airline as some companies have developed their cabin products better than others. This is particularly true for Singapore Airlines, …