Be in the know. 10 key reads for Tuesday…

  1. China’s Premier Says Nation Off to Good Start on 2024 Goals (bloomberg)
  2. China Rolls Out Welcome Mat for U.S. CEOs as It Nods to Its Economic Problems (wsj)
  3. Disney stock upgraded by Barclays as turnaround plan takes shape (yahoo)
  4. As Boeing’s New Chairman, Steve Mollenkopf Returns to the Spotlight (barrons)
  5. Are Chinese Tech Stocks Value Plays Now? (wsj)
  6. Alibaba to buy Cainiao stake for up to $3.75 billion as it drops IPO plan (reuters)
  7. PBOC head says China’s property crisis has abated as default rumours vex Vanke (scmp)
  8. Home Prices Rose at Fastest Pace Since 2022 in January (barrons)
  9. Visa, Mastercard Reach $30 Billion Swipe-Fee Deal With Merchants (bloomberg)
  10. Apple could double down on China market, Wedbush says, as iPhone sales drop (cnbc)

Be in the know. 15 key reads for Monday…

  1. Yuan Rebounds as PBOC Sends Strong Message of Support Via Fixing (bloomberg)
  2. China told it faces ‘fork in the road’ as officials meet CEOs (reuters)
  3. China to safeguard equal treatment for foreign-funded firms (reuters)
  4. Why ESG Investing Might Never Recover (wsj)
  5. New Blood Thinners Will Prevent Blood Clots Without Causing Bleeding (wsj)
  6. China blocks use of Intel and AMD chips in government computers: report (foxbusiness)
  7. Fed’s Powell Ready to Support Job Market, Even If It Means Lingering Inflation (bloomberg)
  8. UK Pledges £350 Million for Nuclear Defense and Energy By 2030 (bloomberg)
  9. Amgen wants in on the booming weight loss drug market — and it’s taking a different approach (cnbc)
  10. Alphabet is set to pop 15% as Google is a clear winner in AI, Wedbush says (businessinsider)
  11. Why a Fed rate cut in June is not yet a done deal (marketwatch)
  12. U.S. stocks shot up nearly 30% in 5 months. Is it time to worry about a correction? (marketwatch)
  13. Thiel, Bezos and Zuckerberg join parade of insiders selling tech stocks (ft)
  14. Investor Nelson Peltz: ‘I’m not trying to fire Bob Iger, I want to help him’ (ft)
  15. Sam Altman’s Under-The-Radar SPAC Fuses AI Expertise With Nuclear Energy: Here Are The Others Involved (benzinga)

Be in the know. 10 key reads for Sunday…

  1. Ele.me outlines business plan for the next three years amid leadership reshuffle (technode)
  2. Three Ant Group subsidiaries to go independent in Chinese fintech giant’s biggest restructure since blocked IPO (technode)
  3. PDD’s cost of revenue nearly tripled last year as Temu expanded aggressively (technode)
  4. United States v. Apple is pure nerd rage (theverge)
  5. Financial Times tests an AI chatbot trained on decades of its own articles (theverge)
  6. How Big Steel in the U.S. fell (npr)
  7. Freshippo’s Global Grocery Business More Than Doubles GMV (alizila)
  8. Chinese Premier Downplays Economy Risks, Highlights Policy Space (bloomberg)
  9. Wall Street’s biggest bull renews call for small-cap stocks to rise 50% in 2024 (marketwatch)
  10. China’s Policy Meeting on Property Raises Hope of Aid for Sector (bloomberg

Be in the know. 10 key reads for Saturday…

  1. Bill Gross Laments ‘Excessive Exuberance’ as Stocks Surge (bloomberg)
  2. The Best Places to Visit in Portugal—and When to Go (mensjournal)
  3. Didi Global’s Revenue Jumps Ahead of Its Planned Hong Kong IPO (bloomberg)
  4. Apple’s Cook Meets Chinese Commerce Minister, Unveils Investment (bloomberg)
  5. Fed’s Bostic Now Anticipates Just One Rate Cut This Year (bloomberg)
  6. Trillion-dollar rebound prompts debate: is the worst over for Chinese stocks? (scmp)
  7. Meituan Crushes Analyst Estimates, Alibaba’s Must-Read Regulatory Filing, Week in Review (chinalastnight)
  8. Best Six Months Ends in April (almanactrader)
  9. The great central bank policy reversal kicks off (reuters)
  10. We Test-Drove The Amazing McLaren 750S Through The Portuguese Riviera (maxim)