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Dec 11, 2024 | 
thediplomat.com | Hung Tran
It’s not just South Korea; all the U.S. allies along the first island chain are in a period of political turmoil. And China is hoping to benefit. The first island chain broadly refers to the chain of islands encompassing Japan, Taiwan, the Philippines, and Indonesia – allies or friends of the United States.
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Oct 21, 2024 | 
atlanticcouncil.org | Hung Tran |Katherine Walla
China Economy & Business Financial Regulation Fiscal and Structural Reform Inclusive Growth International Financial Institutions Trade United States and Canada Get an inside look at the IMF-World Bank meetings as finance leaders navigate a geopolitically fragmented world According to International Monetary Fund (IMF) Managing Director Kristalina Georgieva, countries need to relearn how to work together to achieve mutual prosperity.
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Aug 7, 2024 | 
atlanticcouncil.org | Hung Tran
China Financial Regulation Fiscal and Structural Reform International Markets Macroeconomics Trade China Pathfinder: Q2 2024 update The gulf between economic data and official pronouncements grew through the second quarter of 2024. Property markets, stock prices and consumer sentiment all indicated weakness while China showcased engagement with foreign investors and private Chinese firms to signal intent to boost activity.
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Jun 27, 2024 | 
finance.yahoo.com | Hung Tran
Deckers Outdoor Corp. (NYSE:DECK) has a great history of compounding its shareholders' money over time. Over the past 10 years, its share price has advanced by 1,133%, equivalent to a 28.80% compounded annual return. In the past 12 months, the share price has surged by nearly 105% as of the time of writing. In spite of impressive business expansion, recent share price increases are making the stock overvalued. Warning! GuruFocus has detected 6 Warning Signs with PLTR.
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Jun 21, 2024 | 
finance.yahoo.com | Hung Tran
The initial public offering of Viking Holdings Ltd. (NYSE:VIK) was quite successful, raising $1.54 billion at around $24 per share. However, the new investment into the company was only $245.50 million, accounting for only 16% of the total funds raised. The rest of the IPO money will be in the pocket of the two main selling shareholders, TPG and CPP Investments. This IPO, which occurred May 1, was reported to be 15 times oversubscribed due to huge investor demand for the stock.
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May 7, 2024 | 
atlanticcouncil.org | Hung Tran
Economy & Business Europe & Eurasia European Union Eurozone Fiscal and Structural Reform The Enrico Letta Report and the state of the EU’s Capital Market Union Enrico Letta, former prime minister of Italy, recently delivered his report to the European Union (EU), entitled “Much more than a market: Speed, Security, Solidarity”. The report aims to significantly upgrade the EU Single Market and discusses the unfinished project of the Capital Market Union, which aims to harmonize the flow of...
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May 7, 2024 | 
finance.yahoo.com | Hung Tran
Long-term shareholders of Comfort Systems USA Inc. (NYSE:FIX) have enjoyed a great return over the past decade. The company's share price has climbed by more than 1,940% since 2014, from $15 to $307 as of the time of writing, which translated into a staggering 36.30% compounded annual return, more than 10 times the S&P 500's return of merely 2.30%. Since the beginning of the year, Comfort Systems has jumped by nearly 50%.
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Apr 30, 2024 | 
atlanticcouncil.org | Hung Tran
Economy & Business Indo-Pacific International Markets Japan Macroeconomics The Yen’s travails in an era of geopolitical rivalry The yen has moved wildly in holiday-thinned market conditions in Japan, falling to a thirty-four-year low of ¥/$ 160.17 on April 29 before correcting to ¥/$ 156.15 owing to rumors of interventions by the Bank of Japan (BOJ). BOJ officials refused to confirm the rumors of intervention but had expressed concerns about the negative economic impacts of the yen’s recent...
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Apr 19, 2024 | 
finance.yahoo.com | Hung Tran
The share price of Paychex Inc. (NASDAQ:PAYX) has risen approximately 196% over the past decade, yielding a decent compounded annual return of 11.60% for its long-term investors. The company has also continuously distributed dividends every year without any interruptions. Based on my analysis, it appears that the business services company is currently fairly valued.
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Apr 12, 2024 | 
atlanticcouncil.org | Hung Tran
Brazil G20 Inclusive Growth International Financial Institutions Brazil’s approach to the G20: Leading by example More than four months have passed since Brazil took over the Presidency of the G20 from India. Judging by the outcomes of preparatory meetings leading up to the G20 Summit on November 18-19 in Rio de Janeiro, the headwind of geopolitical rivalry seems to have strengthened. The world is not only divided over the Russian war on Ukraine but also over Israel’s war in Gaza in response...
