Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

<ul><li>Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First Time</li><li>China Opens New Insurance Path for High-Cost Drugs</li><li>China’s Crypto Crackdown Targets Tokenized Real-World Assets</li><li>China’s Crypto Crackdown Targets Tokenized Real-World Assets</li></ul>

Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First TimeChina Opens New Insurance Path for High-Cost DrugsChina’s Crypto Crackdown Targets Tokenized Real-World AssetsChina’s Crypto Crackdown Targets Tokenized Real-World Assets

CX Daily: Chinese Medicine Injections Face Rigorous Regulation for the First Time 

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.</li>
<li>With roughly 700 stores, the company maintains one of the largest retail networks in the country.</li>
<li>However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. </li>
</ul>


Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.
With roughly 700 stores, the company maintains one of the largest retail networks in the country.
However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. 


<ul><li>In Depth: Malaysia Becomes a Lynchpin in U.S.-Led Effort to Break China’s Grip on Rare Earths</li><li>In Depth: Nexperia’s Plight Could Have ‘Severe’ Impact on Global Automakers</li><li>Hong Kong Fire Victims Recount Horror of Being Trapped Without Warn</li></ul>

In Depth: Malaysia Becomes a Lynchpin in U.S.-Led Effort to Break China’s Grip on Rare EarthsIn Depth: Nexperia’s Plight Could Have ‘Severe’ Impact on Global AutomakersHong Kong Fire Victims Recount Horror of Being Trapped Without Warn

CX Daily: Malaysia Becomes Key to U.S. Push to Reduce China’s Rare-Earth Dominance 

Writing about Companies with an Unfair Advantage, Unfair Advantage

Unfair Advantage

Writing about Companies with an Unfair Advantage

I write about companies that have an unfair advantage. I might invest in them as well.

<ul><li>Much has been written these days on the bloating AI capex spends across the tech majors.</li><li>A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.</li><li>Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.</li></ul>

Much has been written these days on the bloating AI capex spends across the tech majors.A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>The trade war detente between the US and China is over. US legislation to further restrict China's access to chips was initiated the day after the Busan meeting.</li>
<li>China is formulating its US-style Validated End User (VEU) system for Rare Earth Element (REE) exports, which will restrict shipments for US military use.</li>
<li>The real conflict between the US and China over technology and rare earths is likely to involve many volatile periods in the coming year as both attempt to achieve self-sufficiency.</li>
</ul>


The trade war detente between the US and China is over. US legislation to further restrict China's access to chips was initiated the day after the Busan meeting.
China is formulating its US-style Validated End User (VEU) system for Rare Earth Element (REE) exports, which will restrict shipments for US military use.
The real conflict between the US and China over technology and rare earths is likely to involve many volatile periods in the coming year as both attempt to achieve self-sufficiency.


The Art of the Trade War: COVERT OPERATIONS AND PROPAGANDA

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon (AMZN US)

CX Daily: Chinese Medicine Injections Face Rigorous Regulation for the First Time

TOP STORIES Cover Story: Chinese Medicine Injections Face Rigorous Regulation for the First Time The deaths first surfaced in a scattering of...

Caixin Global

What's New(s) in Amsterdam

Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports...

The IDEA!

CX Daily: Malaysia Becomes Key to U.S. Push to Reduce China’s Rare-Earth Dominance

TOP STORIES In Depth: Malaysia Becomes a Lynchpin in U. S. -Led Effort to Break China’s Grip on Rare Earths A fragile truce in the...

Caixin Global

Investor's guide to AI Capex

Much has been written these days on the bloating AI capex spends across the tech majors. A JP Morgan report said we need to create a stratospheric...

Unfair Advantage

The Art of the Trade War: COVERT OPERATIONS AND PROPAGANDA

The trade war detente between the US and China is over. US legislation to further restrict China's access to chips was initiated the day after the...

David Mudd

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