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21.02.26 - 02:36
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From AI to aerospace: China meme rocket shares take off in race with US (SCMP)
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Chinese stock investors have found a new favourite that could possibly take over the artificial intelligence trade, scooping up so-called rocket shares on bets that commercial aerospace will become the next battleground in the rivalry between Beijing and Washington.
A gauge of commercial aerospace companies trading on the Shanghai and Shenzhen exchanges has risen about 10 per cent this year, adding to a 76 per cent increase in 2025, according to data from financial services provider Shanghai......
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21.02.26 - 02:36
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How the next China shock is shaping hearts and minds (SCMP)
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For decades, China's role in the global economy was easy to define. It made things cheaply and at astonishing scale. “Made in China” became shorthand for industrial capacity. It was often contentious, sometimes admired, sometimes feared.
In the years after China joined the World Trade Organization, its firms were deeply embedded in global supply chains, mostly at the lower end of the value chain. They produced for others. Western and Japanese companies controlled the premium segments and brand......
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21.02.26 - 02:30
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Trump unterzeichnet Anordnung für neuen Zoll (Handelszeitung)
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Nach seiner Niederlage vor dem Obersten US-Gericht hat US-Präsident Donald Trump eine Anordnung unterschrieben, um weltweit einen zusätzlichen Zoll von zehn Prozent auf Importe in die USA zu verhängen. Dieser soll ab Dienstag (00.01 Uhr Ortszeit/06.01 MEZ) gelten....
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21.02.26 - 01:48
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Wall Street Week | Japan′s New Investment Horizon (Bloomberg)
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This week, we travel to Japan to bring you stories of how its economy could be turning the page after 30 years of stagnation. After the so-called 'lost decades,' Apollo Global Management's Marc Rowan explains why there's a 'new swagger' in Japan now. Plus, can private capital help power Japan's next growth cycle? Later, after decades of caution and stability, Japan's business culture now faces a defining test as reform collides with tradition. (Source: Bloomberg)...
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