Subscribe now for a $249.00 /per year
China: Rotate from dividend stocks to tech
David P. Goldman sees Chinese tech stocks as poised to benefit as investors anticipate government intervention to boost the stock market. An emphasis on currency stability by the People’s Bank of China (PBOC) raises the likelihood of a shift away from dividend stocks towards tech stocks, aligning with the government’s focus on “quality development.
European support for Ukraine remains a bone of contention
Diego Faßnacht highlights divisions within the European Union on supporting Ukraine militarily, with implications for future political dynamics and European elections. Opposition to military aid has grown within the EU, exemplified by Geert Wilders’ party in the Netherlands, which opposes such assistance.
Kiev in a bind to assign blame for military defeats
James Davis covers recent developments in the Ukraine conflict that have seen significant operational success for Russia. Russian advances are putting pressure on Ukrainian defenses and the worsening situation is leading to political instability in Ukraine, with the opposition criticizing President Zelensky and raising questions about his legitimacy.
US sanctions pushing China down, up and forward
Scott Foster assesses the state of US sanctions on Chinese tech as Huawei reclaims the top spot in China’s cell phone market, overtaking Apple and Xiaomi’s market share trends upwards. Despite sanctions and restrictions, Huawei remains active across multiple technology domains, including components for electric vehicles.