New Paradigm: China's Pig Farming Industry
The new paradigm of pig industry led by industry leaders has been initiated, and the logic of sector investment will also switch accordingly.We believe that at the industry level, the pig cycle is evo...
Today's Recommendation
Bank of England Governor Bailey: Low Rates Unlikely to Return Unless Major Shock
Bank of England Governor Andrew Bailey has stated that unless the UK encounters another financial crisis or an economic shock on the scale of the pandemic, interest rates in the country are unlikely t...
New Energy in Asia-Africa-Latin America: Storage Growth Tipping Point in SE & E
In this series of observations on new energy in Asia, Africa, and Latin America, we have conducted an analysis of 8 key countries in Southeast Asia and East Asia.First, we have extrapolated the overal...
Cash Cows, Pro-Cyclic, State-Owned Enterprises to Keep Thriving
The recent macroeconomic logic of the mainline trade between China and the US: seemingly a breakthrough, but actually a continuation.The high volatility in the US stock market is likely to continue, w...
Strategic Bullish! China's Stock Market Counterattacks! Who Will Lead the Reboun
This morning's press conference by the three major central banks, the Financial Regulatory Administration, and the Securities Regulatory Commission has injected a strong dose of confidence into the ma...
Fed Eases, Lowers Dollar Forecast
After the Federal Reserve's significant rate cut, Goldman Sachs Group has lowered its expectations for the US dollar against a variety of currencies.The bank anticipates that the US dollar will gradua...
Bank of Japan Raises Rates Consecutively
The Bank of Japan has raised interest rates again after four months, increasing the rate from 0.1% to 0.25%.The Governor of the Bank of Japan, Haruhiko Kuroda, stated that if Japan's inflation continu...
BofA: Qualcomm-Intel Deal Brings Opportunities, Challenges for TSMC
Bank of America stated that, alongside the ongoing developments in the acquisition dynamics of Qualcomm (QCOM.US) and Intel (INTC.US), TSMC (TSMC.US) is also facing potential opportunities and risks.R...