How to ‘tariff-hedge’ your European portfolio, according to TS Lombard
As Europe faces the prospect of tariffs on its exports to the United States, TS Lombard has advised investors in the region on how to “tariff-hedge” their portfolios. U.S. President-elect Donald Trump warned ahead of his election win that he would introduce a blanket tariff of up to 20% on all imports . This week […]
Climate conferences are dying. How to save the world now? – POLITICO
BAKU, Azerbaijan — As the red-eye flight from London made its final descent into Baku, the sunrise lit up the eastern sky, turning the Caspian Sea into a blaze of orange. Most of the passengers were heading to COP29, a two-week climate conference featuring almost 200 nations held in oil-rich Azerbaijan. The mood on the […]
Rally in Chinese stocks is showing some exhaustion. How to trade it from here with options
China’s stimulus package and easing monetary policy have added trillions in market value to stocks like PDD Holdings, Baidu, Futu Holdings, and Alibaba. However, stocks don’t usually climb in a straight line, and many of these names are showing signs of exhaustion after a significant rally. Alibaba (BABA) , for example, has surged 40% in […]
How to Revive U.S. Seapower
For most of the twentieth century, the United States was the world’s preeminent maritime power, having surpassed Great Britain’s Royal Navy during World War II. In the aftermath of that war, ships sailing under the American flag dominated commercial shipping transportation. In 1950, 1,087 merchant ships were U.S.-flagged. Another 2,277 were owned as part of […]
How to spend €14.1B windfall from Apple – POLITICO
And finally in 2021, as the administration of Joe Biden and the Organization for Economic Cooperation and Development jointly pushed to force low-tax jurisdictions such as Ireland to raise their rates closer to international norms in the mid-20s, the Irish held out until they won a commitment to cap that increase at 15 percent. That […]
How to rein in Russia’s shadow fleet – POLITICO
Last month delivered a frightening dose of reality: The tankers Hafnia Nile and Ceres I collided in Malaysian waters, resulting in blazes on both ships and a major hassle for the Malaysian authorities. The Hafnia Nile, sailing under the Singaporean flag, was operating legally, with some 300,000 barrels of naphtha on board. The Ceres I, […]
How to Reduce Chinese Overcapacity by Yu Yongding
We cannot change the past, but we can apply its lessons to achieve a better future. In China’s case, this means implementing a more expansionary fiscal and monetary policy in order to help reduce overcapacity at the macroeconomic level while creating more space for eliminating overcapacity at the sectoral level. BEIJING – In recent months, […]
How to trade the S&P 500 after the sell-off, according to the pros
Is this week’s volatility in U.S. stocks a buying opportunity? How can the S & P 500 be traded? Those are some questions that might be on investors’ minds as the S & P 500 and the Nasdaq both tumbled this week — on declines in tech and other stocks — with both indexes on […]
How to access Chinese LLM chatbots across the world
For users in the West, finding these Chinese models and trying them out can feel challenging, owing to language barriers and registration requirements. And indeed, there are still hoops to jump through if you don’t have a valid Chinese phone number. But in fact, a lot of the chatbots support conversations in English and are […]
Taiwan holds unscripted war games simulating how to repel Chinese military offensive
In short: Taiwan has started its annual war games which this year will seek to closely mimic actual combat. Soldiers will train around-the-clock, with severed command ties, and in challenging terrains across the island to improve the military’s readiness. The war games come as the first under President Lai Ching-Te, who has drawn the ire […]