Special Situations 🌐 Research Newsletter (Jay)
Handset sales in Asia; not necessarily representative of $AAPL sales, thx @DisruptorStocks
https://t.co/TDw2QdHdZB
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Handset sales in Asia; not necessarily representative of $AAPL sales, thx @DisruptorStocks
https://t.co/TDw2QdHdZB
CAICT: #China June domestic mobile phone shipments rose 9.2% y/y to 28.0 million, Jan-June domestic mobile phone shipments fell 21.7% y/y to 136.2 million. June smartphone shipments rose 9.1% to 27.5 million, Jan-June smartphone shipments fell 21.8% to 133.7 million.
#phones #5G https://t.co/QKaHgyXOF3 - CN Wiretweet
Twitter
CAICT: #China June domestic mobile phone shipments rose 9.2% y/y to 28.0 million, Jan-June domestic mobile phone shipments fell 21.7% y/y to 136.2 million. June smartphone shipments rose 9.1% to 27.5 million, Jan-June smartphone shipments fell 21.8% to 133.7…
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Special Situations 🌐 Research Newsletter (Jay)
China Belt & Road Initiative going to bust!
https://t.co/7sm5FiKou8
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China Belt & Road Initiative going to bust!
https://t.co/7sm5FiKou8
Road to nowhere: #China’s Belt and Road Initiative at tipping point
Nearly a decade after it began, the #BRI is facing a crisis, with unmet promises exacerbating the #debt burdens of #Pakistan, #SriLanka and others.
Read this week's Big Story: https://t.co/mvlYtKkcNi https://t.co/wzFVe462Fs - Nikkei Asiatweet
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pastor dexxe
RT @TomMackenzieTV: Protests in China are not rare. What *is* rare, are multiple protests over the same issue, at the same time, across the country. The protest below, apparently in central Beijing’s liangmaqiao, is astounding
#China #protests https://t.co/UHJCqqF1YG
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RT @TomMackenzieTV: Protests in China are not rare. What *is* rare, are multiple protests over the same issue, at the same time, across the country. The protest below, apparently in central Beijing’s liangmaqiao, is astounding
#China #protests https://t.co/UHJCqqF1YG
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The Long Investor
RT @TheLongInvest: China is about to ramp up its stimulus program.
While the US tops out, China is starting from the bottom.
China has quantitive easing in its arsenal…..while the US is deliberately trying to cool down its economy.
Which market would you choose for 2024?
It is uncommon for people to step out of their comfort zone of what they know (the US market) and explore new markets (emerging markets and Chinese companies) but look at history, all the greatest investors explored opportunities in every corner of the globe.
Value can be found everywhere but you need to understand economic cycles.
$BABA $KWEB $NIO
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RT @TheLongInvest: China is about to ramp up its stimulus program.
While the US tops out, China is starting from the bottom.
China has quantitive easing in its arsenal…..while the US is deliberately trying to cool down its economy.
Which market would you choose for 2024?
It is uncommon for people to step out of their comfort zone of what they know (the US market) and explore new markets (emerging markets and Chinese companies) but look at history, all the greatest investors explored opportunities in every corner of the globe.
Value can be found everywhere but you need to understand economic cycles.
$BABA $KWEB $NIO
President Xi Jinping said on Sunday that China will consolidate and enhance the positive trend of its economic recovery in 2024, and sustain long-term economic development with deeper reforms. #China https://t.co/gxmKZqzTzi tweet
The Long Investor
RT @Sino_Market: #IMPORTANT
China is reportedly considering abolishing the dividend tax for mainland investors who invest in Hong Kong stocks to avoid double taxation and improve liquidity in the HK market.
Source: Bloomberg
#China $HSI #Tencent $BABA $KWEB $FXI $HXC
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RT @Sino_Market: #IMPORTANT
China is reportedly considering abolishing the dividend tax for mainland investors who invest in Hong Kong stocks to avoid double taxation and improve liquidity in the HK market.
Source: Bloomberg
#China $HSI #Tencent $BABA $KWEB $FXI $HXC
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Brandon Beylo
I don’t own enough PGMs.
#PGMs
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I don’t own enough PGMs.
#PGMs
#China State Council has issued the 2024–2025 Energy Conservation and Carbon Reduction Action Plan, which includes several significant measures:
1. Accelerating the phase-out of old vehicles.
2. Raising the energy consumption threshold standards for commercial vehicles.
3. Gradually lifting restrictions on the purchase of new energy vehicles across various regions.
4. Implementing policies that facilitate the use of NEVs.
5. Promoting the electrification of public sector vehicles and orderly introduction of new energy medium and heavy-duty trucks to develop zero-emission freight fleets.
6. Advancing the scrapping and renewal of outdated transport vessels and initiating pilot projects for the electrification of coastal and inland river vessels.
By the end of 2025, these initiatives aim to reduce carbon dioxide emission intensity in the transportation sector by 5% compared to 2020 levels. tweet
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Lumida Wealth Management
1/ Daily News Round-Up:
- Stock futures dip; Dow -0.2%, S&P -0.3%, Nasdaq -0.4%
- China warns Japan on chip export curbs
- Bitcoin tumbles to $57.5K, down 10% in a week
- Nvidia to revolutionize data-center design
- China's property market slumps; sales drop 20% YoY
#StockMarket #China #Bitcoin #Nvidia #RealEstate #News
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1/ Daily News Round-Up:
- Stock futures dip; Dow -0.2%, S&P -0.3%, Nasdaq -0.4%
- China warns Japan on chip export curbs
- Bitcoin tumbles to $57.5K, down 10% in a week
- Nvidia to revolutionize data-center design
- China's property market slumps; sales drop 20% YoY
#StockMarket #China #Bitcoin #Nvidia #RealEstate #News
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Lumida Wealth Management
1/ Daily News Round-Up:
- China’s factories turn to robots amid labor shortages.
- Bitcoin kicks off September at $58.5K, facing historical bearish trends.
- Intel’s shares plunge, risking Dow exit.
- Global stocks pull back as traders await US economic data.
- BMW recalls 140K Mini Coopers over battery fire risk.
#News #Bitcoin #China #Intel #BMW
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1/ Daily News Round-Up:
- China’s factories turn to robots amid labor shortages.
- Bitcoin kicks off September at $58.5K, facing historical bearish trends.
- Intel’s shares plunge, risking Dow exit.
- Global stocks pull back as traders await US economic data.
- BMW recalls 140K Mini Coopers over battery fire risk.
#News #Bitcoin #China #Intel #BMW
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