China PMIs Show Some Signs of Economic Green Shoots Ahead of Tariffs — Update
Attention is on the impact China will bear from tariff hikes, especially among manufacturers and exporters. Beijing on Friday hinted at its intention to retaliate, with the state broadcaster saying in ...
GM's Capacity Footprint Will Have to Change if US Tariffs Remain in the Long Term
We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial. Moving hourly workers' retiree healthcare to a ...
How Emerging Markets’ Current Underperformance Reflects the Danger of US Exceptionalism
On this episode of The Long View, Sudarshan Murthy, co-portfolio manager on all GQG investment strategies, discusses the ...
U.S. stock futures fall as Trump says he 'couldn't care less' if some automakers raise prices due to tariffs
U.S. stock futures slipped Sunday, ahead of a slate of wide-ranging new tariffs scheduled for this week and after President Donald Trump said he "couldn't care less" if foreign automakers raise prices ...
Prominent High-Performance REPMs Leader JL Mag Is Riding the Vehicle Electrification Trend
JL Mag Rare-Earth is the world’s largest producer of high-performance rare earth permanent magnets, or REPMs, according to Frost & Sullivan. The company started producing high-performance NdFeB PMs ...
Longfor's Operating Margin Should Pick Up As China Home Prices Stabilize
Aside from utilizing operating cash inflow, we think Longfor will ramp up long-term onshore financing through pledging more commercial properties and issuing new bonds. Although we are concerned that ...
CGN Power’s Long-Term Expansion Pipeline Will Drive Higher Capital Expenditures
Since building the Daya Bay nuclear power plant in 1987, CGN Power has extended its leadership in the nuclear power market with a strong record of plant reliability, performance, and safety. Thanks to ...
Week Ahead for FX, Bonds: Tariff Announcements Take Center Stage; U.S. Jobs, ISM Data in Focus
Below are the most important global events likely to affect FX and bond markets in the week starting March 31. Investors' focus in the coming week will be honed on tariff announcements. April 2 is the ...
China Resources Gas Raises Dividend Payout Ratio for 2024
CRG’s balance sheet is healthy given its strong operating cash flow. The firm has been increasing its dividend payout ratio to 53% in 2024 from 30% in 2016, which we think is a right move to reward ...
China's Big State Banks to Get $71.6 Billion Capital Injection
The move comes just weeks after Beijing pledged to issue half a trillion yuan of special treasury bonds to strengthen capital at the country's biggest state lenders. The finance ministry said Monday ...
News Highlights: Top Global Markets News of the Day - Sunday at 9 PM ET
Investors' focus in the coming week will be honed on tariff announcements. April 2 is the day when numerous tariffs recently outlined by President Trump are scheduled to come into effect. First-time ...
My mother, 81, is a hoarder and lives in squalor. What happens if her condo board finds out?
What if the management company ever had to access her unit?' My 81-year-old mother lives one mile away from me. I have not been inside her house for probably a year or more. She doesn't want me in ...