Be in the know. 17 key reads for Friday…

  1. Alibaba Debuts OpenClaw App to Feed China’s Agentic AI Addiction (bloomberg)
  2. China AI Giants Offer Better Value Than US Peers, Top Fund Says (bloomberg)
  3. Morgan Stanley says this China name is ‘a global AI winner’ (streetinsider)
  4. Will Lower Rates Shift Bank Deposits Into Stocks? (chinalastnight)
  5. China’s Credit Shows Surprise Growth as Firms Step Up Borrowing (bloomberg)
  6. Banking Regulators Plan to Ease Some Capital Requirements (nytimes)
  7. It Takes A War To Bring Down An Economy This Strong (zerohedge)
  8. US Housing Starts Highest In Over A Year As Mortgage Rates Tumbled In January (zerohedge)
  9. REITs Are a Safe Place to Hide From Iran and AI (barrons)
  10. The Electric Grid Needs Huge Upgrades. No One Knows Who Will Pay for Them. (wsj)
  11. How Big Tech’s AI Ambitions Are Fueling a Borrowing Boom (bloomberg)
  12. Global equity funds see highest outflows since December on oil shock fears (reuters)
  13. Sec. Bessent: U.S. Navy will escort vessels through Strait of Hormuz as soon as militarily possible (youtube)
  14. Papa John’s at UBS Global Conference: Strategic Growth Initiatives (investing)
  15. An Exodus of Money Endangers Wall Street’s Private-Credit Craze (wsj)
  16. The 10 Best Dividend Stocks (morningstar)
  17. Disney appoints veteran Paul Roeder as communications chief (reuters)