Be in the know. 22 key reads for Wednesday…

    1. China Stocks Too Cheap to Ignore for JPMorgan Asset, Invesco (bloomberg)
    2. Blinken to visit China this month in sign of easing tensions (ft)
    3. China Decoupling Unfeasible, Would Carry Huge Costs: Merck CEO (asiafinancial)
    4. Top-Performing Fund Favors China Stocks as Bearish Tide Grows (bloomberg)
    5. Lose your bias against Chinese stocks as the tide could turn with policy support in store, JPMorgan Private Bank says (scmp)
    6. Alibaba, Tencent and Sun Hung Kai among 21 firms approved by HKEX for yuan share trading counters starting on June 19 (yahoo)
    7. China’s stimulus could focus on its ‘dire’ property sector. Here’s what economists expect (cnbc)
    8. Jamie Dimon Says US Is Pursuing the Right Strategy on China (bloomberg)
    9. Blinken looks to travel to China for talks in coming weeks -US official (reuters)
    10. Blinken Plans To Visit China In Coming Weeks, Follows “Candid” Dialogue (zerohedge)
    11. China Rate-Cut Expectations Grow as Signs of Weak Recovery Mount (bloomberg)
    12. Citigroup CEO Visits China as Wall Street Seeks Closer Ties (bloomberg)
    13. China’s exports plunge by 7.5% in May (cnbc)
    14. Citadel’s Ken Griffin says the A.I. community is making a mistake by creating so much hype (cnbc)
    15. CEOs Scored Big by Buying Up These Three Stocks (barrons)
    16. Starbucks’ China rival Luckin Coffee opens 10,000th shop (scmp)
    17. Tech, casinos lead Hong Kong stock rally as export slump spurs stimulus bets (scmp)
    18. Shenzhen’s central business district courts chip makers with big subsidies (scmp)
    19. JPM Asset Mgmt Adding CN Stocks on Cheap Valuation (aastocks)
    20. Deutsche Bank rejects fears Treasury cash build will hurt stocks (yahoo)
    21. A First Try of Apple’s $3,500 Vision Pro Headset (nytimes)
    22. Google Cloud partners with Mayo Clinic as it tries to expand use of generative A.I. in health care (cnbc)

Be in the know. 15 key reads for Tuesday…

  1. Buy Ford Stock Because Americans Look Ready to Buy More Cars (barrons)
  2. US, China Hold ‘Candid’ Talks Days After Security Forum Spat (bloomberg)
  3. China Asks Big Banks to Cut Deposit Rates to Boost Growth (bloomberg)
  4. This Is How Xi Jinping Can Fix China (bloomberg)
  5. Apple Is Going Big on Pricey Goggles. Here Are 6 Key Takeaways. (barrons)
  6. Mobileye Stock Falls on Stake Sale. Intel Finds a Way to Cash in on the AI Rally. (barrons)
  7. With Debt-Ceiling Deal Done, House GOP Looks to Cut Taxes (wsj)
  8. A New CEO Says Employees Can’t Work Remotely After All (wsj)
  9. IBM CEO: AI Will Actually Create Jobs (barrons)
  10. LIV Golf, PGA Tour Agree to Merge (wsj)
  11. The stock market could rally 20% through the rest of this year if it can clear 3 key hurdles, Fundstrat says (businessinsider)
  12. This Rally Is All About a Few Star Stocks—And Some Investors Are Worried (wsj)
  13. World Bank Brightens View of Global Growth This Year, Downgrades 2024 (wsj)
  14. Third Point Takes a Large Amazon Stake (institutionalinvestor)
  15. PBOC Cuts Deposit Rates, Reserve Requirement Cuts Likely In 2nd Half (chinalastnight)