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.

News from Caixin

Cross Asset Strategy

<ul><li>Trump / Cover Story: Trump’s first 100 days back in office is breaking world order </li><li>Tariffs /: Trump’s tariffs are the talk of the Canton Fair</li><li>Hospitals /: Beijing hospital scandal sparks debate about pilot medical degree program</li></ul>

Trump / Cover Story: Trump’s first 100 days back in office is breaking world order Tariffs /: Trump’s tariffs are the talk of the Canton FairHospitals /: Beijing hospital scandal sparks debate about pilot medical degree program

CX Daily: Trump’s First 100 Days Back in Office Is Breaking World Order 

<ul><li>AstraZeneca / Cover Story: How AstraZeneca’s China fraud was about more than greed</li><li>Donations /: Major public universities pocket lion’s share of education donations in China</li><li>Investment /: China loosens rules on foreign strategic investment in listed firms</li></ul>

AstraZeneca / Cover Story: How AstraZeneca’s China fraud was about more than greedDonations /: Major public universities pocket lion’s share of education donations in ChinaInvestment /: China loosens rules on foreign strategic investment in listed firms

CX Daily: How AstraZeneca’s China Fraud Was About More Than Greed 

<ul><li>BCI / In Depth: China’s drive to develop the tech to move machines with thoughts alone</li><li>AstraZeneca /: AstraZeneca China president under investigation as fraud scandal simmers</li><li>Energy Insider /: Beijing sets target for national renewables use, electricity demand grows ‘significantly faster’ than GDP</li></ul>

BCI / In Depth: China’s drive to develop the tech to move machines with thoughts aloneAstraZeneca /: AstraZeneca China president under investigation as fraud scandal simmersEnergy Insider /: Beijing sets target for national renewables use, electricity demand grows ‘significantly faster’ than GDP

CX Daily: China’s Drive to Develop the Tech to Move Machines With Thoughts Alone 

Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

Thematic (Sector/Industry)

<ul><li>I was today-years-old when I learned that Europe has its own version of the Magnificent 7; the basket of giga-cap US tech companies comprised of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla.</li><li>The GRANOLAS Dubbed the “Granolas” by Goldman Sachs in 2020, this basket was chosen because it echoed themes present amongst the Mag 7 (back then it was just “FAAMG”) .</li><li><p>Namely, they were market leaders in the STOXX 600 Europe Index, they had grown to become an increasingly larger share of the market, and their earnings had far outpaced the broader index.</p><div></div></li></ul>

I was today-years-old when I learned that Europe has its own version of the Magnificent 7; the basket of giga-cap US tech companies comprised of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla.The GRANOLAS Dubbed the “Granolas” by Goldman Sachs in 2020, this basket was chosen because it echoed themes present amongst the Mag 7 (back then it was just “FAAMG”) .Namely, they were market leaders in the STOXX 600 Europe Index, they had grown to become an increasingly larger share of the market, and their earnings had far outpaced the broader index.

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

SGX Asia Currencies and Commodities Insights

United Kingdom

AstraZeneca PLC operates as a holding company. The Company, through its subsidiaries, researches, manufactures, and sells pharmaceutical and medical products. AstraZeneca focuses its operations on eight therapeutic areas, including gastrointestinal, oncology, cardiovascular, respiratory, central nervous system, pain control, anaesthesia, and infection.

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AstraZeneca PLC (AZN LN)

CX Daily: Trump’s First 100 Days Back in Office Is Breaking World Order

TOP STORIES Trump / Cover Story: Trump’s first 100 days back in office is breaking world order One-hundred days into Donald Trump’s second...

Caixin Global

CX Daily: How AstraZeneca’s China Fraud Was About More Than Greed

AstraZeneca / Cover Story: How AstraZeneca’s China fraud was about more than greed AstraZeneca Plc is facing a setback in China as a three-year...

Caixin Global

CX Daily: China’s Drive to Develop the Tech to Move Machines With Thoughts Alone

BCI / In Depth: China’s drive to develop the tech to move machines with thoughts alone In 2023, a 55-year-old man surnamed Yang became the first...

Caixin Global

Europe's Magnificent Eleven

The GRANOLAS Dubbed the “Granolas” by Goldman Sachs in 2020, this basket was chosen because it echoed themes present amongst the Mag 7 (back then...

Investment Talk

SGX Asia Currencies and Commodities Insights

SGX Asia Currencies Insights Yuan stability should continue given risks from China’s rapidly slowing economy and ongoing financial stability...

Singapore Exchange Ltd (SGX)

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