Borealis Mining’s Captivating Narrative: Analyzing the Flawed Math in Trump’s Imminent Clash with China
Borealis Mining’s compelling story; The (bad) Math in Trump’s looming China battle Greetings Investors! It’s well known for those who follow or are invested in the sector that, by and large, precious metals-related stocks have done a poor job of keeping up with the strong 2024 run in the metals themselves (especially gold.) However today […]
The Mining Industry’s Veterans Require Bold Solutions
MINING.COM’s ranking of world’s 50 most valuable miners enjoyed a combined market capitalization of $1.51 trillion at the end of Q3, up by single digits since the start of the year compared to rip-roaring broader US and world markets. Much of the drag on the index comes from the top – the mining industry’s traditional […]
The Impact of Trump 2.0 on Big Tech, AI, Chips, and Beyond: A Look at Silicon Valley and Beyond
Trump 2.0 will have a massive impact on Big Tech, AI, chips and more—in Silicon Valley and beyond Donald Trump’s re-election as U.S. president will have massive repercussions for the technology sector. It is always risky to make predictions, and that holds particularly true when the main character involved is someone prone to surprising, rash, […]
Biden to implement restrictions on U.S. citizens assisting China’s AI industry in talent acquisition
Biden to stop U.S. citizens from helping China’s AI sector find talent The U.S. Treasury Department, seeking to keep the Chinese military from gaining an edge in advanced technologies, issued a rule Monday to restrict and monitor American investments in China in artificial intelligence, computer chips and quantum computing. The finalized rule arises from an executive order […]
Chinese Giant Launches New Oil Development Project in the South China Sea
Chinese giant brings another oil development project online in South China Sea Chinese state-owned oil and gas giant China National Offshore Oil Corporation (CNOOC) has started production from an oilfield development project in the South China Sea ahead of schedule. CNOOC, which operates and holds 100% interest in the Xijiang 30-2 oilfield Xijiang 30-1 Block development […]
China’s Economic Challenges Prompt Exodus from Finance Sector
China’s Economic Struggles Drive Exodus In Finance Industry Faced with slower-than-expected economic growth and increased regulation, some Chinese financial professionals have been leaving the industry for opportunities in other fields, per a new report. Goldman Sachs this week raised its GDP growth forecast for China from 4.7 percent to 4.9 percent, signaling optimism over Beijing’s […]
Malaysia’s Anwar Reaffirms Commitment to Ongoing Oil and Gas Exploration – The Diplomat
Malaysia’s Anwar Again Says Oil and Gas Exploration Will Continue – The Diplomat Malaysia’s Prime Minister Anwar Ibrahim has repeated that the state energy firm Petronas will continue to conduct oil and gas exploration activities in Malaysia’s portion of the South China Sea, despite continuing Chinese objections. In remarks to Parliament on Tuesday, The Star […]
Beijing’s Stimulus Measures Insufficient to Revitalize China’s Economy
Valerio Baselli: Hello and welcome to Morningstar. Volatility is back in China. Chinese stocks jumped by over 10% as trading restarted after the Golden Week holiday, but fell back right after. Investors now hope to get more information and above all wonder if the government plans to support economic growth will be enough to revive […]
Our Perspective on the Major Rally in China’s Real Estate Market
We think the recent buying frenzy in China real estate names was induced by incremental policy easing and investors’ reignited sentiment, rather than a rebound in durable home demand. While policy relief has lifted home sales in select key cities, this may be short-lived as home price weakness will likely persist amid oversupply. We also […]
China’s Finance Ministry to Announce CNY2 Trillion Fiscal Stimulus Package on October 12
China’s Finance Ministry set to announce CNY2 trillion fiscal stimulus package on Oct 12 Reuters reported on Wednesday that China’s Finance Ministry is set to roll out a 2 trillion Yuan fiscal stimulus package on October 12. The fiscal stimulus will be announced to support economic growth so that they can achieve a 5% Gross […]