JPMorgan upgrades emerging markets. How to play the improved outlook
Emerging market stocks couldn’t catch a break the past four years. Now their fortunes may be turning. JPMorgan upgraded emerging markets to overweight from neutral on Monday. Strategist Mislav Matejka cited several reasons for the change, including easing trade tensions and attractive valuations. “De-escalation on U.S.-China trade front reduces one significant headwind for EM equities,” […]
How to play a $5 trillion market for humanoid robots by 2050
New estimates from Morgan Stanley suggest investment opportunity in the global humanoid value chain as the technology gets closer to reality. Wall Street continues to double down on its forecasts of a multi-trillion dollar global market for humanoid robots, suggesting it will grow to be significantly larger than the global auto industry by the next […]
Neither China nor the US ‘knows how to climb down,’ says former US Deputy Secretary of State
Neither China nor the US ‘knows how to climb down,’ says former US Deputy Secretary of State In his first interview since leaving office, the former US Deputy Secretary of State Kurt Campbell tells Christiane Amanpour, “I am struck by how many actors the Trump administration is reaching out against as opposed to bringing on […]
Vietnam reciprocal tariffs reflect trade deficit and ties to China
The threat of rising tariff rates on U.S. imports could hobble the economic trajectory of countries such as Vietnam. Foreign direct investment in Vietnam has increased in recent years as firms search for ways to manage risks stemming from production in China. Vietnam has received approximately $18.5 billion in net foreign direct investment, according to World Bank […]
Retailers with most China, Vietnam sourcing and how to trade stocks
As trade tensions escalate over President Donald Trump’s tariffs policy , there are some retail stocks investors should watch out for that have significant sourcing exposure to certain affected countries, according to Bank of America. Last week, Trump announced sweeping new tariffs, including a 10% baseline duty that was imposed Saturday as well as a […]
China punches back as world weighs how to deal with higher US tariffs
BANGKOK (AP) — China hit back with a stiff import tax on U.S. goods as countries and industries around the world weighed their responses to President Donald Trump’s latest tariff hikes that are roiling global trade and world markets. China on Friday took the retaliation route by imposing a 34% tariff beginning April 10 on […]
China is ending its annual Congress with questions open over how to revive its slowing economy
BEIJING (AP) — China wrapped up its biggest political event of the year on Tuesday leaving one question unanswered: How far will it go to try to revive economic growth in 2025? A recurring theme throughout the weeklong meeting of the nearly 3,000-member National People’s Congress was the need to boost investment and consumer spending. […]
The fundamentals and charts point to an Alibaba comeback. How to profit from it
After languishing for multiple years, Alibaba (BABA) has finally started to show some momentum and signs of a potential turnaround for its business. This aligns with developments in China, where the government is easing regulatory pressures on its tech sector to revitalize the economy and accelerate its AI ambitions to rival America. BABA, a titan […]
Here’s How DeepSeek Censorship Actually Works—and How to Get Around It
Less than two weeks after DeepSeek launched its open-source AI model, the Chinese startup is still dominating the public conversation about the future of artificial intelligence. While the firm seems to have an edge on US rivals in terms of math and reasoning, it also aggressively censors its own replies. Ask DeepSeek R1 about Taiwan […]
How to Get Around the US TikTok Ban
“Even VPNs do not lead to circumvention” in India, Gosain told WIRED. In the early hours of the US ban, it was unclear exactly how feasible it would be to get around the restrictions for US accounts. It seemed that TikTok had taken a more extreme approach, turning any US builds of the app dark—blacking […]