★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeMonetary Policy China’s Gold Grab Moves in Synch With Ongoing Drawdown in US Treasury Holdings China continued to buy gold in May, continuing a streak of purchases that has gone on since November. The rise in…McAlinden Research PartnersJune 12, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy China’s Ongoing Solar Splurge Helps to Push Solar Power Spending Beyond Fossil Fuels for First Time Annual spending on solar energy will surpass outlays for fossil fuel development in 2023, a significant turning point for the…McAlinden Research PartnersMay 30, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Korean Chipmakers Balance Risk and Opportunity in China’s Sweeping Micron Ban China's maneuver to block sales of Micron products in its infrastructure products will open up an opportunity for the firm's…McAlinden Research PartnersMay 24, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation Labor Day Holiday Helps Launch China Toward Long-Awaited Travel Recovery China's is wrapping up its first Labor Day holiday without the threat of COVID-induced lockdowns hanging over the nation since…McAlinden Research PartnersMay 3, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China’s Real Estate Recovery Slow to Trigger New Construction, Developers Begin New Fundraising Efforts The first expansion of China's real estate sector since 2021 coincided with a better-than-expected first quarter GDP reading this week, indicating…McAlinden Research PartnersApril 20, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy China’s Diplomatic Onslaught Likely Key to Sustaining International Growth of Yuan-Denominated Payments China's efforts to build inroads with large emerging market economies has been supercharged by renewed diplomatic efforts across western Asia…McAlinden Research PartnersApril 12, 2023
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology China’s Dwindling Chip Trade Could Play a Significant Role in Potential Taiwan Incursion China has initiated new military drills around Taiwan, focusing on precision strikes and a potential encirclement of the island. An…McAlinden Research PartnersApril 10, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Brazil’s Corn Exports Play An Increasingly Critical Role in Global Supply Balance Brazil's corn exports have been supercharged by rapidly rising Chinese demand. It is likely that South America's largest economy could…McAlinden Research PartnersApril 4, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & Environment Chinese Solar Development Off to Rapid Start in 2023, Annual Deployment to Surpass 100 GW Chinese clean energy investments continued to outstrip the US and Europe's combined spend in 2022, pushing total solar deployment in…McAlinden Research PartnersMarch 30, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & PolicyTechnology New Space Race Enters Next Stage With Moon Missions on Deck, Private Contractors Taking Larger Role As the US approaches its first manned mission to the moon in more than five decades, private firms like SpaceX,…McAlinden Research PartnersMarch 29, 2023