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>In Depth: Inside Indonesia’s Surprise Pivot to Resource Nationalism</li><li>China Unveils Repo Facility to Manage Offshore Yuan Liquidity</li><li>Tencent Lets AI Agent Make Purchases Through WeChat Pay</li><li>China Aims for New-Energy Heavy Trucks to Reach 40% of Sales by 2030</li></ul>

In Depth: Inside Indonesia’s Surprise Pivot to Resource NationalismChina Unveils Repo Facility to Manage Offshore Yuan LiquidityTencent Lets AI Agent Make Purchases Through WeChat PayChina Aims for New-Energy Heavy Trucks to Reach 40% of Sales by 2030

CX Daily: Inside Indonesia’s Surprise Pivot to Resource Nationalism 

<ul><li>Cover Story: China Restarts Stalled Property Megaproject in State-Led Takeover</li><li>China Widens Probe Into $6.8 Billion Bad-Loan Case Tied to Tianjin Skyscraper Project</li><li>Founder of Bankrupt Luxury Auto Dealer Baolide Detained in Fraud Probe</li></ul>

Cover Story: China Restarts Stalled Property Megaproject in State-Led TakeoverChina Widens Probe Into $6.8 Billion Bad-Loan Case Tied to Tianjin Skyscraper ProjectFounder of Bankrupt Luxury Auto Dealer Baolide Detained in Fraud Probe

CX Daily: China Restarts Stalled Property Megaproject in State-Led Takeover 

A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

Thematic (Sector/Industry)

<ul><li>Regular readers of this blog may know that I love tinkering with setups.</li><li>Recent profitable ideas of late have come from identifying mispriced situations primed for profit e.g. TDS-PV and FF .</li><li>Whilst a lot of focus in investing is on deep diving the fundamentals, the first easy pennies are often acquired via identification of a profitable set-up and thus, being able to identify profitable patterns is an important skill to hone.</li></ul>

Regular readers of this blog may know that I love tinkering with setups.Recent profitable ideas of late have come from identifying mispriced situations primed for profit e.g. TDS-PV and FF .Whilst a lot of focus in investing is on deep diving the fundamentals, the first easy pennies are often acquired via identification of a profitable set-up and thus, being able to identify profitable patterns is an important skill to hone.

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

<ul><li>Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:</li><li>Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !</li><li>The bear case sounds very smart very often, only problem is, it’s quite rarely right … !</li></ul>

Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !The bear case sounds very smart very often, only problem is, it’s quite rarely right … !

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

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.

<ul><li>Beanie Babies, Tamagotchis, fidget spinners, heelys, silly bandz, pogs, pet rocks, mood rings, cabbage patch kids…</li><li>Every generation has its share of fad products, fashion statements, and hairstyles.</li><li>But what separates a fad from a sustainable trend? Understanding the difference between the two can be challenging.</li></ul>

Beanie Babies, Tamagotchis, fidget spinners, heelys, silly bandz, pogs, pet rocks, mood rings, cabbage patch kids…Every generation has its share of fad products, fashion statements, and hairstyles.But what separates a fad from a sustainable trend? Understanding the difference between the two can be challenging.

United States

lululemon athletica Inc. designs and retails athletic clothing.  The Company produces fitness pants, shorts, tops and jackets for yoga, dance, running, and general fitness. lululemon serves customers throughout the world.

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Lululemon Athletica (LULU US)

CX Daily: Inside Indonesia’s Surprise Pivot to Resource Nationalism

In Depth: Inside Indonesia’s Surprise Pivot to Resource Nationalism China Unveils Repo Facility to Manage Offshore Yuan Liquidity Tencent Lets AI...

Caixin Global

CX Daily: China Restarts Stalled Property Megaproject in State-Led Takeover

Cover Story: China Restarts Stalled Property Megaproject in State-Led Takeover China Widens Probe Into $6.8 Billion Bad-Loan Case Tied to Tianjin...

Caixin Global

A trading framework: Calling the recoil

Regular readers of this blog may know that I love tinkering with setups. Recent profitable ideas of late have come from identifying mispriced...

Acid Investments

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...

Maverick Equity Research

Fads and Second Acts

Beanie Babies, Tamagotchis, fidget spinners, heelys, silly bandz, pogs, pet rocks, mood rings, cabbage patch kids… Every generation has its share...

Investment Talk

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