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By: Ivy-sw Ng, Tommy Law
China’s Journey to Expand EV Exports
Same Consumption Downgrade, Divergent Paths Ahead for China and Japan
China and India Focus on Fiscal Discipline
Asia’s Critical Role in the Semiconductor Value Chain
Tensions that may ultimately help bring down inflation
By: Peter Doralt
We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.
Last days to price best of all possibilities: Tough decisions after the elections
Trump returns: Priorities are growth and winning
Valuation under Trump: Optimism, scenarios, segmentation, flexible forecasts
By: David Bianco
A long year ahead and opportunity cash now pays interest: Be patient!
Super profits of 2021-2022: New norms or exceptional circumstances?
Manufacturing & Digital recession = S&P 500 profit recession, but not for jobs
Further tightening required: Fed Funds rate ex-ceeding 5% raises many risks
Getting Past the Panic: Mend capital availability, then capital costs
Washer set to deep clean: Beware alternating rotations, drain could reopen
