China Archives - McAlinden Research Partners

★ Daily Intelligence Briefings (DIBs)Economics & Trade Markets Monetary Policy

Emerging Markets Face a Fragmented Future as Buoyant Dollar and Chinese Loans Fuel Debt Crisis Fears

Emerging Markets continue to languish under a strong USD and fading growth prospects. Each of those factors are intensifying the large…

McAlinden Research PartnersJune 21, 2022

★ Daily Intelligence Briefings (DIBs)Economics & Trade Markets Politics & Policy

Hong Kong Capital Flight Continues, Compounding City’s Currency and Pension Struggles

Hard-line COVID-19 policies, largely following mainland China's "zero-COVID" measures, have hammered Hong Kong's attractiveness to foreigners and international firms since…

McAlinden Research PartnersJune 15, 2022

★ Daily Intelligence Briefings (DIBs)Economics & Trade Finance Monetary Policy

Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty

Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…

McAlinden Research PartnersJune 8, 2022

★ Daily Intelligence Briefings (DIBs)Manufacturing & Logistics Transportation

Boeing Shares Break Down as Airbus Pulls Ahead in New Orders, International Scrutiny Boils Over

May has turned into a mess of a month for Boeing, whose shares are now down more than 40%, year to…

McAlinden Research PartnersMay 25, 2022

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Ⓛ Aerospace & Defense Manufacturing & Logistics Politics & Policy

China Chides Biden’s “Commitment” to Taiwan Defense, Congress Proposes $6 Billion Military Aid Package

For the third time in the past several months, President Biden has confirmed the US's willingness to intervene militarily if…

McAlinden Research PartnersMay 24, 2022

★ Daily Intelligence Briefings (DIBs)Commodities Economics & Trade Ⓛ Steel Real Estate & Construction

Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound

Steel stocks have been a rollercoaster in 2022, but the latest news out of the US and China heralds the…

McAlinden Research PartnersMay 19, 2022

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Ⓛ Solar Politics & Policy

Solar Industry at a Standstill on Tariff Threat, But New Trade Restrictions Remain Far From Certain

US solar power generation is breaking through all time highs, but projections for a rapid expansion of new installations in…

McAlinden Research PartnersMay 11, 2022

★ Daily Intelligence Briefings (DIBs)Economics & Trade Monetary Policy

Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback

Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…

McAlinden Research PartnersMay 10, 2022

★ Daily Intelligence Briefings (DIBs)Commodities Economics & Trade Monetary Policy

China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns

Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…

McAlinden Research PartnersMay 4, 2022

★ Daily Intelligence Briefings (DIBs)Commodities Energy & Environment Politics & Policy

Coal Stocks Soar on Russian Invasion, Europe and China Boosting Production Amid Energy Insecurity

A coal industry revival has been accelerated in recent months, boosted by the Russian invasion of Ukraine that has upended energy markets…

McAlinden Research PartnersApril 28, 2022

China

Emerging Markets Face a Fragmented Future as Buoyant Dollar and Chinese Loans Fuel Debt Crisis Fears

Hong Kong Capital Flight Continues, Compounding City’s Currency and Pension Struggles

Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty

Boeing Shares Break Down as Airbus Pulls Ahead in New Orders, International Scrutiny Boils Over

China Chides Biden’s “Commitment” to Taiwan Defense, Congress Proposes $6 Billion Military Aid Package

Steel Mills Set to Bounce Back on Potential for Global Industrial Rebound

Solar Industry at a Standstill on Tariff Threat, But New Trade Restrictions Remain Far From Certain

Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback

China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns

Coal Stocks Soar on Russian Invasion, Europe and China Boosting Production Amid Energy Insecurity

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