MercadoLibre dominates e-commerce across Latin America while building a fast-growing fintech business through Mercado Pago. Margins are tightening and competition remains intense, but Michael Burry bought back into the stock in 2Q26 following the dip. Is the recent share price weakness a buying opportunity? Read more [Premium]: https://finbiteinsights.substack.com/p/mercadolibre-the-amazon-paypal-of
Substack
MercadoLibre: The Amazon + PayPal of Latin America?
MercadoLibre (MELI) runs the biggest online marketplace in Latin America (LATAM) - think of it as the LATAM version of Amazon and PayPal all in one company.
Are you prepared for retirement? A viral chart says you need around S$1.4 million to retire comfortably in Singapore. But the figure is based on assumptions that may not reflect how most Singaporeans actually retire. Here’s why S$1.4 million may not be your retirement number.
https://drwealth.com/no-you-dont-need-us1-1-million-to-retire-in-singapore/
https://drwealth.com/no-you-dont-need-us1-1-million-to-retire-in-singapore/
Dr Wealth
No, You Don’t Need US$1.1 Million To Retire In Singapore | Dr Wealth
The most consistent thing in the personal finance space is that journalists will continue to project how much Singaporeans would need to retire. The numbers fluctuate, but more importantly, you should analyse how the numbers are derived to see whether you…
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Singapore investing doesn’t have to stop at DBS, OCBC and UOB.
The new Next 50 Active ETF gives investors access to Singapore’s next tier of listed companies, with greater exposure to areas like technology, healthcare and other small- and mid-cap names.
Could this be an easier way to invest beyond the STI?
https://drwealth.com/cgs-fullgoal-singapore-next-50-active-etf/
The new Next 50 Active ETF gives investors access to Singapore’s next tier of listed companies, with greater exposure to areas like technology, healthcare and other small- and mid-cap names.
Could this be an easier way to invest beyond the STI?
https://drwealth.com/cgs-fullgoal-singapore-next-50-active-etf/
Dr Wealth
Singapore’s Next 50 Active ETF: An Easy Way to Invest in Small- and Mid-Caps | Dr Wealth
Singapore has spent the past year trying to revitalise its equity market through initiatives such as the Equity Market Development Programme (EQDP). The objective is straightforward: improve liquidity, encourage institutional participation and increase research…
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Netflix may have won the streaming wars. But YouTube is winning a bigger share of our attention. Can advertising and pricing power keep NFLX growing from here? Read more [Premium]: https://finbiteinsights.substack.com/p/netflix-won-the-streaming-wars-but
Substack
Netflix Won the Streaming Wars. But Is It Losing the Attention War?
Netflix (NFLX) might not have appeared in the famously coined stock acronyms of recent years, but its performance has quietly been gaining attention.
What happened in China this week
1. China's new bank loans contracted in July, only the second such drop this year after April. Outstanding loan growth slowed to a record low 5.1% year on year.
2. Total Social Financing, China's widest measure of credit, grew 7.4% year on year.
3. Bond and equity financing made up 47% of new social financing in 2025, overtaking bank loans for the first time.
4. Credit is flowing toward technology, not mortgages. The PBOC held rates steady to protect bank margins.
5. Alibaba's AI capex spend turned free cash flow negative and profits fell 75%. Cloud revenue grew 45%, at least giving some ROI to show for it.
6. Ping An's profits surged 36%, thanks to a market rally and a stronger insurance business.
7. Evergrande founder Xu Jiayin was sentenced to life imprisonment for fraud.
8. Hong Kong developers, meanwhile, are riding a residential recovery as prices and sales rebound. Henderson Land's profits surged 66%.
9. Unitree, one of China's leading humanoid robot makers, began trading on Shanghai's STAR Market and closed 460% higher on debut day.
For more insights, read on [premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-china-borrows
1. China's new bank loans contracted in July, only the second such drop this year after April. Outstanding loan growth slowed to a record low 5.1% year on year.
2. Total Social Financing, China's widest measure of credit, grew 7.4% year on year.
3. Bond and equity financing made up 47% of new social financing in 2025, overtaking bank loans for the first time.
4. Credit is flowing toward technology, not mortgages. The PBOC held rates steady to protect bank margins.
5. Alibaba's AI capex spend turned free cash flow negative and profits fell 75%. Cloud revenue grew 45%, at least giving some ROI to show for it.
6. Ping An's profits surged 36%, thanks to a market rally and a stronger insurance business.
7. Evergrande founder Xu Jiayin was sentenced to life imprisonment for fraud.
8. Hong Kong developers, meanwhile, are riding a residential recovery as prices and sales rebound. Henderson Land's profits surged 66%.
9. Unitree, one of China's leading humanoid robot makers, began trading on Shanghai's STAR Market and closed 460% higher on debut day.
For more insights, read on [premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-china-borrows
Substack
Growth Dragons Weekly: China Borrows Much Less, Alibaba's Profits Slide, Ping An and Henderson Surge, Unitree's IPO Pops 460%
What happened in China this week:
Luxury auto CEOs say there's a K-shaped economy even at the very top of the market
https://finance.yahoo.com/markets/article/luxury-auto-ceos-say-theres-a-k-shaped-economy-even-at-the-very-top-of-the-market-145500874.html
https://finance.yahoo.com/markets/article/luxury-auto-ceos-say-theres-a-k-shaped-economy-even-at-the-very-top-of-the-market-145500874.html
Yahoo Finance
Luxury auto CEOs say there's a K-shaped economy even at the very top of the market
Hit the events of Monterey Car Week, and it's apparent money is no object, but talk to the executives who actually sell these cars, and a more nuanced picture emerges.
Tariff refunds are hitting retailers' wallets. Here's what they're doing with the money.
https://finance.yahoo.com/markets/article/tariff-refunds-are-hitting-retailers-wallets-heres-what-theyre-doing-with-the-money-142951738.html
https://finance.yahoo.com/markets/article/tariff-refunds-are-hitting-retailers-wallets-heres-what-theyre-doing-with-the-money-142951738.html
Yahoo Finance
Tariff refunds are hitting retailers' wallets. Here's what they're doing with the money.
Companies are using tariff refunds to lower prices, cushion their margins, and, to a very small extent, return the money straight to the customer.
Gold jumps as Treasury buybacks revive debasement concerns
https://www.businesstimes.com.sg/companies-markets/gold-jumps-treasury-buybacks-revive-debasement-concerns
https://www.businesstimes.com.sg/companies-markets/gold-jumps-treasury-buybacks-revive-debasement-concerns
The Business Times
Gold jumps as Treasury buybacks revive debasement concerns
Bullion’s rally of around 14% so far in August could be tempered by the rebound in energy prices Read more at The Business Times.
Alibaba plans US$10 billion Hong Kong share placement to fund AI spending
https://finance.yahoo.com/technology/ai/articles/alibaba-seeks-10-billion-share-073532899.html
https://finance.yahoo.com/technology/ai/articles/alibaba-seeks-10-billion-share-073532899.html
Yahoo Finance
Alibaba Seeks $10 Billion From Share Sale for AI Expansion
Alibaba Group Holding Ltd. is seeking to raise about HK$80 billion ($10.2 billion) from a share sale, its latest move to compete for global leadership in artificial intelligence.
China tax crackdown forces wealthy investors to assess their offshore trusts
https://www.businesstimes.com.sg/international/global/china-tax-crackdown-forces-wealthy-investors-assess-their-offshore-trusts
https://www.businesstimes.com.sg/international/global/china-tax-crackdown-forces-wealthy-investors-assess-their-offshore-trusts
The Business Times
China tax crackdown forces wealthy investors to assess their offshore trusts
More than half of China’s super-rich individuals make use of offshore family trusts, reports show Read more at The Business Times.
More childcare leave, BTO income ceiling raised: 10 highlights from PM Wong’s National Day Rally speech
https://www.straitstimes.com/singapore/politics/more-childcare-leave-bto-income-ceiling-raised-10-highlights-from-pm-wongs-national-day-rally-speech
https://www.straitstimes.com/singapore/politics/more-childcare-leave-bto-income-ceiling-raised-10-highlights-from-pm-wongs-national-day-rally-speech
The Straits Times
More childcare leave, BTO income ceiling raised: 10 highlights from PM Wong’s National Day Rally speech
From more childcare leave to raising of BTO income ceiling, here are 10 highlights from PM Wong’s National Day Rally speech. Read more at straitstimes.com. Read more at straitstimes.com.
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Bessent Has No Easy Fix for What’s Really Driving Bond Yields Up
https://finance.yahoo.com/economy/policy/articles/bessent-no-easy-fix-really-130000330.html
https://finance.yahoo.com/economy/policy/articles/bessent-no-easy-fix-really-130000330.html
Yahoo Finance
Bessent Has No Easy Fix for What’s Really Driving Bond Yields Up
Treasury Secretary Scott Bessent came to office blasting his predecessor for trying to re-engineer the world’s largest bond market. This week he took a stab at it himself.
Burry Says He Sold Alibaba, Calling It Pricey Before Share Sale
https://finance.yahoo.com/markets/stocks/articles/burry-says-sold-alibaba-calling-164915099.html
https://finance.yahoo.com/markets/stocks/articles/burry-says-sold-alibaba-calling-164915099.html
Yahoo Finance
Burry Says He Sold Alibaba, Calling It Pricey Before Share Sale
Michael Burry criticized Alibaba Group Holding Ltd. shares as overvalued and disclosed that he recently exited his position in the Chinese tech giant in order to build a “large” position in rival online retailer JD.com Inc.
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Women want ‘dads,’ not ‘duds’: A Nobel-winning historian has a theory for falling birthrates, but the economics aren’t so straightforward
https://finance.yahoo.com/economy/articles/women-want-dads-not-duds-080000575.html
https://finance.yahoo.com/economy/articles/women-want-dads-not-duds-080000575.html
Yahoo Finance
Women want ‘dads,’ not ‘duds’: A Nobel-winning historian has a theory for falling birthrates, but the economics aren’t so straightforward
"The more that men can credibly signal they will be dependable ' dads' and not disappointing 'duds,' the more investment in women’s education and careers, and the higher will be the birthrate in the face of greater female agency."
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Europe’s Luxury Giants Discern Green Shoots in Key China Market
https://finance.yahoo.com/markets/stocks/articles/europe-luxury-giants-discern-green-070000126.html
https://finance.yahoo.com/markets/stocks/articles/europe-luxury-giants-discern-green-070000126.html
Yahoo Finance
Europe’s Luxury Giants Discern Green Shoots in Key China Market
Europe’s biggest luxury firms are turning a little more positive on the crucial Chinese market, as a fragile spending recovery takes shape in the country.
Canada to retaliate for US tariffs, worsening ties after talks fail
https://finance.yahoo.com/news/carney-says-canadian-tariffs-us-153928985.html
https://finance.yahoo.com/news/carney-says-canadian-tariffs-us-153928985.html
Yahoo Finance
Canada to impose retaliatory tariffs on US steel, electronics, other products, Carney says
By Promit Mukherjee and Bhargav Acharya OTTAWA, Aug 22 (Reuters) - Prime Minister Mark Carney said on Saturday that Canada would impose tariffs starting September 8 on imports of U.S. steel,
Venezuela abandoning the bolivar and adopting the U.S. dollar would be the biggest currency switch since the advent of the euro, Hanke says
https://finance.yahoo.com/markets/currencies/articles/venezuela-abandoning-bolivar-adopting-u-231110931.html
https://finance.yahoo.com/markets/currencies/articles/venezuela-abandoning-bolivar-adopting-u-231110931.html
Yahoo Finance
Venezuela abandoning the bolivar and adopting the U.S. dollar would be the biggest currency switch since the advent of the euro…
"Taming inflation is the key to restoring stability in Venezuela, and all the other progress flows from that."
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Warsh to Make First Jackson Hole Speech as Fed Chair
https://finance.yahoo.com/economy/policy/articles/warsh-first-jackson-hole-speech-200000444.html
https://finance.yahoo.com/economy/policy/articles/warsh-first-jackson-hole-speech-200000444.html
Yahoo Finance
Warsh to Make First Jackson Hole Speech as Fed Chair
Investors are looking for Kevin Warsh to clarify his views on how the US central bank should react to stubborn inflation when the Federal Reserve chair speaks on Friday at the annual gathering in Jackson Hole, Wyoming.