#ChinaProduction #Newmont_Newcrest #SIA_Results Topic #1: China’s economic data misses expectation China Industrial Production (Source: TRADINGECONOMICS.COM) What happened? China's economic data for April fell short of expectations, highlighting the country's uneven path to recovery from the impact of stringent Covid-19 restrictions. Industrial production in April grew by 5.6% year-on-year, lower than the 10.9% predicted...

The bond market has recently experienced significant fluctuations, with the US 10-Year Treasury yield reaching 5.0%. This upward trend is primarily driven by an increase in real yields rather than inflation concerns. Currently, bond yields are attractive. The higher yields not only improve the potential returns on bonds but also provide...

So far, 2024 has been a dynamic year for China’s equity markets. In January, a derivative-induced meltdown sent Chinese stocks lower on the Shanghai and Shenzhen Stock Exchanges, spilling over to Hong Kong and US-listed China ADRs. But things may be looking up for China’s stocks.  Since February 2nd and...

What Happened?  In its final FOMC meeting of 2024, the Fed delivered a widely expected 25 basis point cut to its benchmark interest rate. This brings the total interest rate cuts to 100 basis points for the year.  However, what stood out to us was the committee’s acknowledgment of the economy’s...

With the US elections behind us and a global vaccine roll-out underway, the stock market appears set to move higher in 2021

FOMC meeting; Big Tech earnings; wild week for China stocks

Powell's testimony, jobs report, OPEC meeting

Stocks that made headlines this week (28 Mar - 1 Apr)

Revlon's meme stock status; Kellogg splits; Tesla loses "billions of dollars"

Warren Buffet loves Occidental Petroleum. Here's why