CN Wire @Sino_Market
FICC investor, researcher, energy observer. Covering China's business and market. ⚡= News before Bloomberg and Reuters cnwire.wordpress.com Shanghai HongKong Joined March 2020-
Tweets52K
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Following785
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#China's Politburo meeting highlights: 🔸To decide on economic works in July meeting. 🔸Make good use of ultra-long bonds ASAP. 🔸To ensure high-risk cities can reduce debt burden. 🔸To study absorbing housing stockpiles. 🔸Use interest rate & RRR tools to support the economy.
⚡Inclusive of sizable OTC buying by investors, total #gold demand increased 3% y/y to 1,238t, the strongest first quarter since 2016. Q1 saw no let-up in the pace of central bank gold buying: 290t (net) was added to official holdings. Global gold ETF holdings fell by 114t.-WGC
China #Vanke's first public commercial real estate investment products fell as much as 3% in early trade on their debut on Tuesday, reflecting caution towards China's second-largest developer amid a prolonged property market downturn. Vanke on Monday reported a second consecutive…
Goldman Sachs anticipates Brent oil to decline to $84 per barrel by December. #OOTT
⚡#China's #Steel Industry PMI recovered to 47.9% in April. The New Order Subindex rose by 3 pps to 47.4%, still in <45 contraction. The Production Subindex dropped by 12 pps to 49.7%. The real estate industry's demand for the building materials will be weakened amid summer…
⚡Further indications suggest that Baidu's lane-level navigation map, a significant collaboration with Tesla, has been approved by the Ministry of Natural Resources in China, Yicai cites people familiar with the matter. #China $TSLA $BIDU @yicaichina
⚡Further indications suggest that Baidu's lane-level navigation map, a significant collaboration with Tesla, has been approved by the Ministry of Natural Resources in China, Yicai cites people familiar with the matter. #China $TSLA $BIDU @yicaichina https://t.co/eYhjs8t2ps
🇭🇰#Bitcoin ETFs started trading in Hong Kong China AMC Bitcoin ETF +2.5%. Harvest Bitcoin ETF +2.85%. Bosera HashKey Bitcoin ETF +2.66%.
Giovanni Staunovo🛢 @staunovo
87K Followers 502 Following Commodity Analyst. #OOTT Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
Christophe Barraud�.. @C_Barraud
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Marcel Münch 🇨�.. @_mm85
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Thomas | heyapollo.co.. @thomas_fahrer
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China Beige Book @ChinaBeigeBook
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ʎllǝuuop ʇuǝɹq @donnelly_brent
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Michael Kao @UrbanKaoboy
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Louis Christopher @LouiChristopher
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Lingling Wei 魏玲�.. @Lingling_Wei
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Jens Nordvig 🇩🇰.. @jnordvig
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Baidu was approved for multiple mapping services, including a lane-level map developed in exclusive collaboration with #Tesla for advanced assisted driving, a source told Yicai today. Bloomberg reported yesterday that Tesla will ally with the Chinese tech giant on mapping and…
@Sino_Market @SantiagoAuFund China will do well in 2H24🤞
Historic moves in the Yen today. It's worth keeping an eye on how this plays out and whether dips are aggressively bought as they were last week.
🇯🇵 Japan Yen erases loss after touching the 160 mark against the USD, $USDJPY now down 0.66% to 157.30.
The downward move was me ordering Japanese denim, sorry.
🇯🇵 Japan Yen erases loss after touching the 160 mark against the USD, $USDJPY now down 0.66% to 157.30.
Elon & his right hand man in China, Tom Zhu 🔥
@Sino_Market try getting your China data out may be a bit of a problem
@Sino_Market I doubt china allows. Look at the tiktok case in Us. No reason for the approval.
@C_Barraud @LiveSquawk @Fredgenta @VMRConstancio @AndreasSteno @OliverRakau @agnostoxxx @fastrevealnews @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @staunovo @vtchakarova @calculatedrisk @GFXFTs @Sino_Market @fxmacro @PiQSuite @MikeZaccardi @NicolasGoetzman Many thanks for including me, Christophe. Hope you and the rest of the group have a relaxing weekend.
@C_Barraud @LiveSquawk @Fredgenta @VMRConstancio @AndreasSteno @OliverRakau @agnostoxxx @fastrevealnews @MikaelSarwe @enlundm @Newsquawk @ForexLive @dlacalle_IA @vtchakarova @AnilVohra1962 @calculatedrisk @GFXFTs @Sino_Market @fxmacro @PiQSuite @MikeZaccardi @NicolasGoetzman Thanks a lot dear Christophe and nice weekend all
LAST FRIDAY OF THE MONTH! thank you: @ShanghaiMacro @agaryshilling @GoddessofGrain @AnnaEconomist @Tradingchannels @alaidi @DrPippaM @chigrl @nickgerli1 @StephanieKelton @MikeZaccardi @Sino_Market @kathylienfx @businesscycle @KyivIndependent @nicoleperlroth @LWV
@Sino_Market Charlie Munger used to say that too, he was often shocked how come US was not being (best) friends with China.
Ok off my soap box tonight...going to go to the beach to enjoy the rest of my birthday today.
@Sino_Market BYD eating Elon's breakfast, lunch and dinner.
@Sino_Market While Huawei's advancements are commendable, Tesla's growth and profitability prospects remain strong under Elon Musk's leadership. x.com/alphanso_ai/st…
Despite valuation concerns, Alphanso believes Tesla's $TSLA growth and profitability prospects remain strong under Elon Musk's visionary leadership. However, the stock is relatively risky and currently showing a downward trend.
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