New Paradigm: China's Pig Farming Industry
The new paradigm of pig industry led by industry leaders has been initiated, and the logic of sector investment will also switch accordingly.We believe that at the industry level, the pig cycle is evo...
Today's Recommendation
US Stock Outlook: Futures Fall, Fed Cuts May Trigger "Melt-Up
1.On September 24th (Tuesday), before the U.S. stock market opened, the three major U.S. stock index futures all fell.Dow futures fell by 0.03%, S&P 500 index futures fell by 0.05%, and Nasdaq futures...
U.S. Firms Lose $130B
As the saying goes, "Disregard the advice of the elderly, and suffer the consequences immediately."In the context of the Sino-American rivalry, China has long stated that cooperation and mutual benefi...
Fed Eases, Lowers Dollar Forecast
After the Federal Reserve's significant rate cut, Goldman Sachs Group has lowered its expectations for the US dollar against a variety of currencies.The bank anticipates that the US dollar will gradua...
Yen Falls Below 160; Japan Announces Selling US Debt
Being an adversary of the United States is dangerous, but being an ally of the United States can be fatal.Japan, as an ally of the United States, has been dedicated and has contributed almost everythi...
Market Changes: Insights for Investment
In the era of high-quality development, the capital market environment has undergone significant changes, and the investment paradigm needs to keep pace with the times.The new "Nine National Articles"...
Face Challenges: High-Quality Globalization of Home Appliances
China's home appliance industry faces multifaceted challenges in its overseas expansion, with leading companies actively responding by undertaking high-quality globalization initiatives.Currently, Chi...
Where to Go After Dividend Style Diversification?
Since May, the dividend index has entered an adjustment phase, with a diversified performance.Since May of this year, the dividend style has changed from a single-sided upward trend in the past.With t...
Latest News
Fed Eases, Lowers Dollar Forecast
After the Federal Reserve's significant rate cut, Goldman Sachs Group has lowered its expectations for the US dollar against a variety of currencies.The bank anticipates that the US dollar will gradua...
Financial Innovation: Ping An Explores "Finance + Health & Elderly Care"
On September 25th, the People's Daily prominently featured a report on Ping An Group's financial development path on its front page, focusing on how the group practices "finance for the people" throug...
Negative Factors Haunt Fed's Aggressive Rate Cuts; Yen Bulls May Peak
The Federal Reserve's significant interest rate cut has provided a tailwind for the Japanese yen, but the many negative factors facing the currency seem to outweigh these advantages.After experiencing...
China Sells $228B US Real Estate, US Debt Crisis Looms
The US dollar is a benefit for the United States, but the US stock market is the future of America, and the continuously record-breaking US debt is the foundation of the country.The dollar tide is the...
Fed Rate Cut "Futile": Money Funds Still Shun Long-Term US Debt
Despite the Federal Reserve's initiation of a rate-cutting cycle last week with a 50 basis point cut, money market funds are still reluctant to purchase longer-term U.S. Treasury bonds.When the Fed st...
New Paradigm: China's Pig Farming Industry
The new paradigm of pig industry led by industry leaders has been initiated, and the logic of sector investment will also switch accordingly.We believe that at the industry level, the pig cycle is evo...
Revolut Launches Trading App vs. Robinhood, eToro for Retail
UK fintech giant Revolut plans to spin off its wealth management business, valued at â¬8.5 billion (approximately $9.5 billion), into a standalone app in an attempt to compete with companies like Rob...
U.S. Firms Lose $130B
As the saying goes, "Disregard the advice of the elderly, and suffer the consequences immediately."In the context of the Sino-American rivalry, China has long stated that cooperation and mutual benefi...
US Rate Cuts, 2 Black Swans, China's Currency Rises
Here is the translation of the provided text into English:
"There is no limit to what one can achieve, only limits to what one can imagine.The decline of an empire is often not linear but rather leap...
Guotai Junan: Global Policy Resonance Benefits HK Stocks
Guotai Junan released a research report stating that the Hong Kong stock market has factored in too many pessimistic elements, with clear bottom characteristics and high cost-effectiveness for allocat...
Trillion-Dollar Capital Exit, Nikkei Plunges
It can truly be said that being an adversary to the United States is dangerous, but being an ally is deadly.The game of chess between China and the U.S. has never ceased, but the vanguard in containin...
Face Challenges: High-Quality Globalization of Home Appliances
China's home appliance industry faces multifaceted challenges in its overseas expansion, with leading companies actively responding by undertaking high-quality globalization initiatives.Currently, Chi...
BofA: Qualcomm-Intel Deal Brings Opportunities, Challenges for TSMC
Bank of America stated that, alongside the ongoing developments in the acquisition dynamics of Qualcomm (QCOM.US) and Intel (INTC.US), TSMC (TSMC.US) is also facing potential opportunities and risks.R...
Bank of Japan Raises Rates Consecutively
The Bank of Japan has raised interest rates again after four months, increasing the rate from 0.1% to 0.25%.The Governor of the Bank of Japan, Haruhiko Kuroda, stated that if Japan's inflation continu...
Intel Plunges 30% Overnight, Yuan Gains 1,000 Pips
If the US dollar was once the object of everyone's desire, now it's more like a rat crossing the street, a target for everyone to shout at and hit.With the US national debt breaking through the 35 tri...
Schroders: Expanding Market Drivers Create Opportunities for Active Investors
Schroder portfolio manager Simon Webber noted that in August 2024, financial market adjustments led to a downward revision of stock valuations, reflecting the uncertainty surrounding the U.S. economic...
Where to Go After Dividend Style Diversification?
Since May, the dividend index has entered an adjustment phase, with a diversified performance.Since May of this year, the dividend style has changed from a single-sided upward trend in the past.With t...
Bank of Japan Governor Signals Slowing Hike Pace Amid Risks
Bank of Japan (BOJ) Governor Haruhiko Kuroda said on Tuesday that the BOJ has the ability to take time to review market and overseas economic developments when formulating monetary policy.This stateme...
Cash Cows, Pro-Cyclic, State-Owned Enterprises to Keep Thriving
The recent macroeconomic logic of the mainline trade between China and the US: seemingly a breakthrough, but actually a continuation.The high volatility in the US stock market is likely to continue, w...
New Energy in Asia-Africa-Latin America: Storage Growth Tipping Point in SE & E
In this series of observations on new energy in Asia, Africa, and Latin America, we have conducted an analysis of 8 key countries in Southeast Asia and East Asia.First, we have extrapolated the overal...
New Commodity Supply-Demand Paradigm: Differentiation Remains Key
Abstract: The recent downturn in commodity prices is in stark contrast to the first half of the year.In the first half, we observed a more tangible supply constraint brought about by insufficient upst...
Bank of England Governor Bailey: Low Rates Unlikely to Return Unless Major Shock
Bank of England Governor Andrew Bailey has stated that unless the UK encounters another financial crisis or an economic shock on the scale of the pandemic, interest rates in the country are unlikely t...
US Stock Outlook: Futures Fall, Fed Cuts May Trigger "Melt-Up
1.On September 24th (Tuesday), before the U.S. stock market opened, the three major U.S. stock index futures all fell.Dow futures fell by 0.03%, S&P 500 index futures fell by 0.05%, and Nasdaq futures...
How Much Interest Rate Cut is Enough?
In the anticipation of the market, the Federal Reserve has started a new round of rate cuts with an "unconventional" reduction of 50 basis points (bp), officially ending the tightening cycle that bega...
Famous Private Equity: Policy Beyond Expectations May Boost Stock Market
On Tuesday this week (September 24th), the Shanghai Composite Index surged by 4.15%, marking its largest single-day gain in over four years; the Shenzhen Component Index rose by 4.36%, and the ChiNext...
Yen Falls Below 160; Japan Announces Selling US Debt
Being an adversary of the United States is dangerous, but being an ally of the United States can be fatal.Japan, as an ally of the United States, has been dedicated and has contributed almost everythi...
Strategic Bullish! China's Stock Market Counterattacks! Who Will Lead the Reboun
This morning's press conference by the three major central banks, the Financial Regulatory Administration, and the Securities Regulatory Commission has injected a strong dose of confidence into the ma...
Market Changes: Insights for Investment
In the era of high-quality development, the capital market environment has undergone significant changes, and the investment paradigm needs to keep pace with the times.The new "Nine National Articles"...
Public REITs Competition Intensifies, Performance Diverges Significantly
Since the beginning of this year, the filing of public real estate investment trusts (REITs) has been continuous.According to the information released by the Shanghai Stock Exchange on September 24th,...