Consumer Spending Eases
In October, Americans curtailed their spending, and inflation subsided as the economy shifted gears from a vigorous third quarter, according to analysts.
Go Deeper (3 min read)A Chinese IPO? Shein Files To Go Public
Shein, the global online fashion company originating from China, has confidentially submitted documents for a U.S. initial public offering (IPO), potentially one of the most significant in recent years.
Go Deeper (2 min read)Back To Normal
Federal Reserve officials, in their recent policy meeting minutes, indicated a potential pause in rate increases. They emphasized proceeding carefully and expected upcoming data to clarify the extent of a slowdown in inflation amid higher borrowing costs.
Go Deeper (3 min read)Investing Idea #5
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
Go Deeper (3 min read)November 2023 - Commentary
The U.S. economy is on the verge of achieving what many economists deemed unlikely or impossible: a return to pre-pandemic levels of inflation without triggering a recession or significant economic downturn—a phenomenon known as a "soft landing."
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Optimism and Uncertainty
There are multiple factors contributing to the recent surge in economic activity. Firstly, the combination of milder inflation and persistent wage growth is stretching the purchasing power of individuals.
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Investing Idea #4
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
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Further Rates Increases?
The September inflation report exceeded the expectations of most economists. However, it may not be strong enough to deter the Federal Reserve from its gradual move towards the sidelines.
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Hot Chinese Waters
The second-largest global economy, China, currently faces a deflating property bubble, local governments struggling with debt payments, and a banking system exposed to these issues.
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October 2023 - Commentary
Economists have become more optimistic about the U.S. economy. They now believe that the country will avoid a recession, as the Federal Reserve has finished raising interest rates and inflation is expected to continue decreasing.
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Softbank Is Getting Out Of China
SoftBank is taking steps to reduce its remaining stake in Alibaba, limiting its exposure to the Chinese market and raising funds due to the declining value of its technology investments amidst the market downturn.
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