Asia
Fade The ADXY Rally
Fade…
Base Effects Boost Chinese Industrial Profits In July…
No Sustainable EM EPS Recovery In Sight…
Fade The Strength In July’s NODX…
Could Trump Use 1980s Solutions For A 2020s Trade Dispute…
No Near-Term Fiscal Response In Sight Despite Chinese Malaise…
China Is Still The World’s Manufacturing Hub…
Multinationals are attempting to expand their supply chains beyond China, but the relocation process has been slower than expected. In the coming years, however, geopolitical tensions, changes in China’s business environment, and rising competition from Chinese producers could accelerate multinationals' departure from China.
What about Harris and China…
Fade Indonesian Stocks In Absolute Terms…