In today’s briefing:
- Iron Ore Giants Stay Bullish on India, China Demand Wobbles
- Overview #33 Ignore the Noise, Follow the Money: China’s Next Leg Higher
- 7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?
- CX Daily: Micro Drama Platforms Knock Down Paywalls as Viewers Lose Interest
Iron Ore Giants Stay Bullish on India, China Demand Wobbles
- Iron ore miners lift output guidance, signalling confidence despite China’s property slump and slowing steel demand.
- India emerges as a critical growth driver yet cannot offset China’s structural steel demand weakness.
- Rising supply from Simandou and peers heightens downside risk, keeping the iron ore outlook cautiously bearish.
Overview #33 Ignore the Noise, Follow the Money: China’s Next Leg Higher
- A review of recent events/data impacting our investment themes and outlook
- Chinese onshore markets now on a roll- will it continue?
- The fight over critical materials heats up as the rally broadens out
7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?
- In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7 stocks.
- We provide seven major reasons why Koreans’ investments in the US stocks (especially MAG7) have been surging in the past several years.
- When will they sell? We provide some clues on this.
CX Daily: Micro Drama Platforms Knock Down Paywalls as Viewers Lose Interest
- Videos /In Depth: Micro drama platforms knock down paywalls as viewers lose interest
- Energy /: China’s wind and solar power capacity has more than tripled since 2020
- Education /: Top Chinese students forgo elite universities for vocational schools
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