🐳 WhalePool Traders Journal
#AndreiJikh In this video, Andrei Jikh discusses a complex economic and geopolitical theory, suggesting that the United States is moving away from a "forever war" model toward a stability-focused approach favored by the technological-industrial complex for…
#AndreiJikh
The contrarian view for Fed rate cuts: Payrolls will weaken, inflation will plunge, and Kevin Warsh was ‘largely performative’ in his hawkishness
https://finance.yahoo.com/economy/policy/articles/contrarian-view-fed-rate-cuts-222853424.html
The contrarian view for Fed rate cuts: Payrolls will weaken, inflation will plunge, and Kevin Warsh was ‘largely performative’ in his hawkishness
https://finance.yahoo.com/economy/policy/articles/contrarian-view-fed-rate-cuts-222853424.html
Yahoo Finance
The contrarian view for Fed rate cuts: Payrolls will weaken, inflation will plunge, and Kevin Warsh was ‘largely performative’…
"He had to sound hawkish to draw a clear line between himself and the White House."
What happened in China this week:
1. China released a fresh 15-point action plan to court foreign investors, covering five areas across market access, investment facilitation, promotion, enterprise services and foreign investment administration.
2. The plan addresses long-standing complaints from foreign companies, including tax incentives for reinvesting China profits, equal access to consumer stimulus and trade-in programs, and a new mechanism for reporting online intellectual property infringement.
3. The National Audit Office found Bank of China evaded 2.37 billion yuan in taxes by disguising private funds as public ones. Agricultural Bank of China and several other major banks were also flagged for governance failures.
4. Trip.com tumbled more than 10% after first quarter 2026 results. Is the selloff overdone?
5. Two of Apple's key manufacturing partners, Luxshare Precision and Lingyi iTech, are seeking Hong Kong listings. Both are leveraging their Apple supply chain expertise to diversify into electric vehicles, AI infrastructure and robotics.
For more insights, read [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-china-courts
1. China released a fresh 15-point action plan to court foreign investors, covering five areas across market access, investment facilitation, promotion, enterprise services and foreign investment administration.
2. The plan addresses long-standing complaints from foreign companies, including tax incentives for reinvesting China profits, equal access to consumer stimulus and trade-in programs, and a new mechanism for reporting online intellectual property infringement.
3. The National Audit Office found Bank of China evaded 2.37 billion yuan in taxes by disguising private funds as public ones. Agricultural Bank of China and several other major banks were also flagged for governance failures.
4. Trip.com tumbled more than 10% after first quarter 2026 results. Is the selloff overdone?
5. Two of Apple's key manufacturing partners, Luxshare Precision and Lingyi iTech, are seeking Hong Kong listings. Both are leveraging their Apple supply chain expertise to diversify into electric vehicles, AI infrastructure and robotics.
For more insights, read [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-china-courts
Substack
Growth Dragons Weekly: China Courts Foreign Investors, Bank of China Evades Tax, Two Apple Suppliers Eye Hong Kong IPOs
What happened in China this week:
Soaring iPad, Xbox prices reveal pain of memory chip mess
https://www.businesstimes.com.sg/companies-markets/soaring-ipad-xbox-prices-reveal-pain-memory-chip-mess
https://www.businesstimes.com.sg/companies-markets/soaring-ipad-xbox-prices-reveal-pain-memory-chip-mess
The Business Times
Soaring iPad, Xbox prices reveal pain of memory chip mess
[SEATTLE] Within a span of five hours on Thursday (Jun 25), Apple and Microsoft hiked the prices for such popular products as Xbox video-game consoles, Macs and iPads. Read more at The Business Times.
#Weekahead
AI jitters meet a jobs report and falling oil prices this week
https://finance.yahoo.com/markets/article/ai-jitters-meet-a-jobs-report-and-falling-oil-prices-what-to-watch-this-week-100000636.html
AI jitters meet a jobs report and falling oil prices this week
https://finance.yahoo.com/markets/article/ai-jitters-meet-a-jobs-report-and-falling-oil-prices-what-to-watch-this-week-100000636.html
Yahoo Finance
AI jitters meet a jobs report and falling oil prices: What to watch this week
After a roller-coaster week in the markets, thanks to flip-flopping sentiment about AI spending, investors will get plenty more action on the calendar as we enter jobs week.
Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports
https://finance.yahoo.com/technology/ai/articles/baidus-ai-chip-unit-kunlunxin-181913432.html
https://finance.yahoo.com/technology/ai/articles/baidus-ai-chip-unit-kunlunxin-181913432.html
Yahoo Finance
Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports
Baidu's AI chip unit, Kunlunxin, is planning to go public in Hong Kong at a target valuation of $50 billion, The Information reported on Sunday, citing two sources. Investors have been asked to buy chips with a value three to seven times the worth of…
Don't Buy SpaceX Until You Consider These 2 Aerospace and Defense Stocks With 10% EPS Growth
https://finance.yahoo.com/markets/stocks/articles/dont-buy-spacex-until-consider-165000924.html
https://finance.yahoo.com/markets/stocks/articles/dont-buy-spacex-until-consider-165000924.html
Yahoo Finance
Don't Buy SpaceX Until You Consider These 2 Aerospace and Defense Stocks With 10% EPS Growth
Howmet Aerospace and TransDigm Group have each achieved triple-digit EPS growth over the past five years.
AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?
https://finance.yahoo.com/technology/ai/articles/amd-just-acquired-mext-crack-182000360.html
https://finance.yahoo.com/technology/ai/articles/amd-just-acquired-mext-crack-182000360.html
Yahoo Finance
AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?
AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.
Did Salesforce Just Figure Out How to Beat the "SaaSpocalypse" With Its New Acquisition? Shares Are an Incredible Bargain If It Did.
https://finance.yahoo.com/technology/ai/articles/did-salesforce-just-figure-beat-122000060.html
https://finance.yahoo.com/technology/ai/articles/did-salesforce-just-figure-beat-122000060.html
Yahoo Finance
Did Salesforce Just Figure Out How to Beat the "SaaSpocalypse" With Its New Acquisition? Shares Are an Incredible Bargain If It…
Salesforce's new acquisition has figured out how to win in the age of agentic AI.
SoFi's Latest Innovation Could Transform Its Growth Trajectory
https://finance.yahoo.com/technology/ai/articles/sofis-latest-innovation-could-transform-184700772.html
https://finance.yahoo.com/technology/ai/articles/sofis-latest-innovation-could-transform-184700772.html
Yahoo Finance
SoFi's Latest Innovation Could Transform Its Growth Trajectory
Management's product development efforts showcase the company's forward-thinking operating playbook.
5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.
https://finance.yahoo.com/markets/stocks/articles/5-ai-hardware-stocks-create-130002010.html
https://finance.yahoo.com/markets/stocks/articles/5-ai-hardware-stocks-create-130002010.html
Yahoo Finance
5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These…
Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.
While You Were Sleeping: 5 stories you might have missed, June 29, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-june-29-2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-june-29-2026
The Straits Times
While You Were Sleeping: 5 stories you might have missed, June 29, 2026
While You Were Sleeping: 5 stories you might have missed, June 29, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
Beyond the assembly line – Can Malaysia climb the semiconductor value chain?
https://www.businesstimes.com.sg/wealth/wealth-investing/beyond-assembly-line-can-malaysia-climb-semiconductor-value-chain
https://www.businesstimes.com.sg/wealth/wealth-investing/beyond-assembly-line-can-malaysia-climb-semiconductor-value-chain
The Business Times
Beyond the assembly line – Can Malaysia climb the semiconductor value chain?
The conditions to produce the next generation of local semiconductor companies appear better today than ever Read more at The Business Times.
Why most IPOs fail – and most of 2026’s likely will
https://www.businesstimes.com.sg/companies-markets/why-most-ipos-fail-and-most-2026s-likely-will
https://www.businesstimes.com.sg/companies-markets/why-most-ipos-fail-and-most-2026s-likely-will
The Business Times
Why most IPOs fail – and most of 2026’s likely will
Blockbuster IPOs are drawing investors in, but history suggests the biggest gains often go to those selling shares Read more at The Business Times.
South Korea to unveil ‘three mega projects’ with Samsung, SK Group
https://www.businesstimes.com.sg/international/south-korea-unveil-three-mega-projects-samsung-sk-group
https://www.businesstimes.com.sg/international/south-korea-unveil-three-mega-projects-samsung-sk-group
The Business Times
South Korea to unveil ‘three mega projects’ with Samsung, SK Group
The two companies will also outline investment plans following the policy announcements Read more at The Business Times.
Director accumulation extends across established and newly listed counters
https://www.businesstimes.com.sg/companies-markets/director-accumulation-extends-across-established-and-newly-listed-counters
https://www.businesstimes.com.sg/companies-markets/director-accumulation-extends-across-established-and-newly-listed-counters
The Business Times
Director accumulation extends across established and newly listed counters
More than 70 director interests and substantial shareholdings were filed for over 30 primary-listed stocks Read more at The Business Times.
#Weekahead
What To Expect in Markets This Week: June Jobs Numbers and an Update on American Consumers’ Mood
https://finance.yahoo.com/markets/articles/expect-markets-week-june-jobs-100000997.html
What To Expect in Markets This Week: June Jobs Numbers and an Update on American Consumers’ Mood
https://finance.yahoo.com/markets/articles/expect-markets-week-june-jobs-100000997.html
Yahoo Finance
What To Expect in Markets This Week: June Jobs Numbers and an Update on American Consumers’ Mood
Investors will study labor market data, with the potential for a Fed rate increase in mind.
Morning Briefing: Top stories from The Straits Times on June 29, 2026
https://str.sg/fJBA3
https://str.sg/fJBA3
Temasek-backed Momenta seeks up to HK$5.89 billion in Hong Kong IPO to boost autonomous driving R&D
https://www.businesstimes.com.sg/companies-markets/transport-logistics/temasek-backed-momenta-seeks-hk5-89-billion-hong-kong-ipo-boost-autonomous-driving-rd
https://www.businesstimes.com.sg/companies-markets/transport-logistics/temasek-backed-momenta-seeks-hk5-89-billion-hong-kong-ipo-boost-autonomous-driving-rd
The Business Times
Temasek-backed Momenta seeks up to HK$5.89 billion in Hong Kong IPO to boost autonomous driving R&D
The company aims to offer 19.9 million shares at HK$295.60 each Read more at The Business Times.
Sovereign investors with US$29 trillion pivot to energy assets, flag dollar fears
https://www.businesstimes.com.sg/companies-markets/banking-finance/sovereign-investors-us29-trillion-pivot-energy-assets-flag-dollar-fears
https://www.businesstimes.com.sg/companies-markets/banking-finance/sovereign-investors-us29-trillion-pivot-energy-assets-flag-dollar-fears
The Business Times
Sovereign investors with US$29 trillion pivot to energy assets, flag dollar fears
61% of central banks say US debt hurts the dollar’s long-term reserve role Read more at The Business Times.
Beyond concerts and casinos: Selling a side of Singapore tourists can’t find elsewhere
https://www.businesstimes.com.sg/opinion-features/beyond-concerts-and-casinos-selling-side-singapore-tourists-cant-find-elsewhere
https://www.businesstimes.com.sg/opinion-features/beyond-concerts-and-casinos-selling-side-singapore-tourists-cant-find-elsewhere
The Business Times
Beyond concerts and casinos: Selling a side of Singapore tourists can’t find elsewhere
Big-ticket attractions are all very well, but Singapore should also use its unique network of parks and cycling trails to draw visitors Read more at The Business Times.