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Friday PM reads

* BOJ raises rate to 0.75% in first hike since January, the new rate is at highest level in around three decades. The yen has weakened to an intraday low since the BOJ delivered a widely expected rate hike. Unless Governor Ueda sends some hawkish signals at a media briefing
19 Dec 2025 2 min read

Wednesday AM reads

* MetaX Integrated Circuits Shanghai Co. jumped as much as 755% in Shanghai after raising $585.8 million in an initial public offering. The company makes graphics processing units for artificial intelligence developers, a red-hot industry that’s growing at a rapid clip as consumers and businesses adopt AI services. MetaX’
17 Dec 2025 2 min read

Monday PM reads

* China's government has announced proposed guidelines to prevent manufacturers from pricing cars below the cost of production and to stop dealers from offering discounts that bring down vehicle prices below cost. The move is part of the government's crackdown on "involution" and aims to
15 Dec 2025 2 min read

Friday PM reads

* China Vanke Co., the last big survivor of the country’s yearslong property crunch, sent investors an innocuous-looking announcement about a $3.1 billion loan agreement with a state-owned shareholder. But the Nov. 2 statement contained a twist: Shenzhen Metro Group Co., which had given unwavering support to the developer
12 Dec 2025 2 min read

Thursday PM reads

* As the stories that follow show, many investment pros are passionate game players and puzzle solvers. What they get from their pastimes varies widely. Poker teaches risk management and emotional regulation. Crosswords are exercises in pattern recognition and understanding how other people think. Sports, too, can be a mental training
11 Dec 2025 3 min read

Research roundup

10 Dec 2025 2 min read

Wednesday PM reads

* President Donald Trump decided to let Nvidia Corp. sell its H200 artificial intelligence chips to China after concluding the move carried a lower security risk because the company’s Chinese archrival, Huawei Technologies Co., already offers AI systems with comparable performance, according to a person familiar with the deliberations. BB
10 Dec 2025 3 min read

Port update

09 Dec 2025 1 min read

Research roundup

09 Dec 2025 3 min read

Tuesday PM reads

* President Donald Trump granted Nvidia Corp. permission to ship its H200 artificial intelligence chip to China in exchange for a 25% surcharge. The decision allows Nvidia to potentially regain billions of dollars in lost business from the Chinese market, and also makes chipmakers such as Intel Corp. and Advanced Micro
09 Dec 2025 2 min read

07 Nov 2025

07 Nov 2025 1 min read

06 Nov 2025

06 Nov 2025
Portfolio

Port update 27 Oct 2025

27 Oct 2025 2 min read
Markets

02 Oct 2025

02 Oct 2025 2 min read
Markets

01 Oct 2025

01 Oct 2025 3 min read
Markets

19 Sep 2025

19 Sep 2025 3 min read
Portfolio

Port update 09 Sep 2025

09 Sep 2025 3 min read
Markets

NVDA is back

15 Jul 2025 3 min read
Portfolio

Portfolio update 11 Jul 2025

14 Jul 2025 2 min read
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