If inflation persists—possibly driven by tariffs—it could force yields higher. Trump’s efforts to bring manufacturing back to the U.S. will raise production costs, especially compared to China or Vietnam. In the interim, tariffs mean higher consumer prices. While inflation fell to 2.4% in March, that was before the tariffs kicked in. A reacceleration is possible. If inflation rises amid economic slowdown, we could be headed for stagflation—a toxic mix where few asset classes perform well. Bonds would suffer, and growth stocks may struggle too. This is the worst-case scenario. A selloff in Treasuries could signal that investors no longer see them as safe, given America’s debt load. U.S. Treasuries total $51 trillion—40% of the global bond market. If the U.S. faces a credit downgrade or, wor

It is tricky to forecast the USD trajectory because of its multi-faceted nature.when global economic growth is decent, USD tends to be positively correlated with the relative US growth outlook (i.e., the stronger the relative growth, the stronger the greenback). A contractionary economic environment, however, would see the USD having a negative correlation with growth, meaning the currency becomes a safe haven.The softer US growth backdrop has been consistent with the USD weakness observed as of late, and a lot of that has been priced in, Since the announcement, President Trump has come out and opened the door for negotiations on tariffs, which may suggest that the announced weighted average tariff of 18% may be at the high end of the range and the 10% floor at the bottom of the range

In a sluggish growth and sticky inflation scenario bonds still won’t shine, and while some strong businesses may still grow, many others could struggle under slow demand and higher costs. The key point is that positioning needs to happen before the scenario unfolds. Markets are forward-looking—stocks often crash before a recession is official, and bond prices rally early as investors move to safety. By the time the news confirms a recession, bonds have likely already risen, and that might actually be the time to start looking at stocks again. Fed Chair Jerome Powell recently described tariff-driven inflation as ‘transitory’. That word set off alarms across the investing world. After all, Powell used the same term during the post-COVID inflation surge—only for inflation to persist far longe

For the longest time, U.S. stocks have led the global markets, and no group has felt this more acutely than China stock investors since 2021, as China stocks have severely underperformed U.S. stocks. But that’s changing—at least in 2025 so far, the tide has turned. The MSCI China Index has gained 18.7%, while the S&P 500 is down 4.6%. The key question now: Can this China stock outperformance last? History has shown that China stocks can surge rapidly, only to experience sharp declines. And with the U.S. stock market still the global leader, any major shock in the U.S. is likely to ripple across world markets, including China. we believe that there is a real chance that China stocks could continue to perform well, even if U.S. stocks struggle. Shifting market cycles, valuation re-rating

Cathie woods. Marie curie

$SUPER MICRO COMPUTER INC(SMCI)$  

Seatrium also has shipyard assets in Texas, USA and could see some order wins from the US’s push to move some manufacturing back into the country, despite the investment required and its complexities. Seatrium has a proven track record, having previously delivered a Jones-act compliant Wind Turbine Installation Vessel. The Jones Act requires that all vessels transporting goods within the United States must be USA-documented, owned, crewed, and built, making Seatrium’s experience highly valuable. With its latest results, Seatrium has now shown that it can deliver on all 4 of its key priorities and deliver value to its long-suffering shareholders. We have voiced our concerns multiple times about the long-term nature of Seatrium’s projects, which subject investors to tail-end risks. This is t

Since 2010, Hangzhou’s population has surged from 8.7 million to 12.5 million in 2023, driven by its booming tech sector and reputation for high living standards. While many Chinese developers are struggling to sell units, Hangzhou’s robust local economy helps sustain housing demand, making it one of the more resilient property markets in China. Against this backdrop, Binjiang Service Group has thrived by providing essential property management and value-added services. With DeepSeek’s rapid rise, Hangzhou could see an even greater influx of talent, further strengthening the demand for housing and premium property services. Binjiang is well-positioned to benefit from this ongoing tech boom—not just as a property manager, but as a company deeply embedded in Hangzhou’s economic ecosystem. Wh

Will AI model take into communites stock ? This is where OpenAI and Microsoft have raised concerns, alleging that DeepSeek might have used ChatGPT to train its model. OpenAI has spent billions scraping the internet to train its model, despite facing ongoing copyright disputes. For DeepSeek, replicating this approach would be both inefficient and constrained by limited GPU availability and financial resources. Instead, it leveraged distillation to train its model. If distillation becomes widespread, building AI models will become significantly easier. Developers can now train new models using multiple existing AIs, each excelling in different areas. This is precisely what DeepSeek did—it distilled knowledge from Meta’s open-source Llama model and Alibaba’s Qianwen. Furthermore, it incorpora

Happy new year to everyone L

In contrast, individual borrowers have shown resilience. Chinese households have become more prudent, with savings rising in recent years. Many individuals have even repaid their loans early, reflecting a cautious approach to managing uncertainty and mitigating risks in a weakened property market. Despite concerns around corporate real estate loans, these account for less than 5% of BOC’s total loan book. The bank has also made sufficient allowances for potential bad debts. This conservative approach has paid off—rather than a spike in non-performing loans (NPLs), BOC has reported a decline. Its ability to maintain asset quality while simultaneously growing revenue and loans underscores its operational strength and prudent management. Take Bank of China (BOC) as an example. I’ve marked the

Wishing u a happy new year and win plenty of money

Big Name F&B Stocks Are Falling, Should You BuyOr sell ?  Big names like Kraft Heinz, an S&P 500 stock and a holding of Warren Buffett, have seen their share price decline by 20% over the past two years. Kraft Heinz is not an outlier. Other giants such as Campbell Soup, Hershey, Hormel Foods, Brown-Forman, and even European heavyweights like Diageo and Nestlé have also fallen by more than 20% during the same period. Looking at the sea of red across the F&B sector, one might assume a market crash had occurred—yet this stark underperformance stands in sharp contrast to the bullish returns of the broader S&P 500. Brown-Forman, known for its portfolio of liquor brands with Jack Daniel’s as its flagship, has seen its stock struggle due to several factors. Declining alcohol

Waymo, the autonomous driving unit of Alphabet, has reached a tipping point in driverless ride-hailing. It now completes over 100,000 rides per week in the U.S. and, in San Francisco, its market share is on par This progress has understandably caused concern for Lyft and Uber. However, partnering with Waymo instead of competing against it appears to be a smart move. The logic is straightforward: many autonomous driving programs have failed. Uber ended its program in 2020, and GM’s Cruise was paused. Developing the technology is both expensive and complex, but achieving adoption and user trust is an even greater challenge. Waymo has demonstrated it can meet market demand, making it faster and more effective for Uber and Lyft to integrate Waymo’s technology into their fleets rather than rein

Should you still be invested in US stocks in 2025? We believe so, as there are no better alternatives, and US stocks remain in a bullish trend. Our simple yardstick for identifying a bullish market is whether the index is trading above its 200-day moving average. At present, many major markets, including Europe, Japan, India, and China, are below their respective moving averages, indicating bearish conditions. In contrast, US stocks are still trading above this threshold. Some market commentators are raising concerns about the return of inflation. While most commodity prices have been subdued due to past Fed rate hikes, last Friday brought a sharp rebound in prices, with crude oil price jumping more than 3% in one day. Although a single day’s movement doesn’t confirm a trend, it’s worth ke

Waymo, the autonomous driving unit of Alphabet, has reached a tipping point in driverless ride-hailing. It now completes over 100,000 rides per week in the U.S. and, in San Francisco, its market share is on par This progress has understandably caused concern for Lyft and Uber. However, partnering with Waymo instead of competing against it appears to be a smart move. The logic is straightforward: many autonomous driving programs have failed. Uber ended its program in 2020, and GM’s Cruise was paused. Developing the technology is both expensive and complex, but achieving adoption and user trust is an even greater challenge. Waymo has demonstrated it can meet market demand, making it faster and more effective for Uber and Lyft to integrate Waymo’s technology into their fleets rather than rein

Investors should remember that market volatility is a natural part of investing. It has been four months since the last significant volatility spike, measured by the VIX, which occurred in August amid recession fears and unwinding of the yen carry trade. That episode passed, and this one likely will too.Despite the sell-off, the broader market trend remains upward. Prices are still above the 200-day moving average, signaling that the bull market isn’t over. While pullbacks are inevitable, they are not a reason to panic. The ability to stay psychologically resilient during such drops is the price investors pay for superior long-term stock returns. Stay the course. The Fed’s cautious outlook reflects concerns about inflation. Proposed trade tariffs under Trump could increase the cost of good

In an uncertain world, holding something tangible in your hands can provide more security than any paper portfolio. While I don’t believe a global war is imminent in 2025, the probability isn’t zero. The alignment of power blocs and the number of unresolved global flashpoints remain concerning. Ultimately, much depends on the decisions made by global leaders, especially those in the world’s most powerful nations. If rational thinking prevails, 2025 could still be another prosperous year for investors. Let’s hope that diplomacy and strategic calculations triumph over conflict. After all, in a world of interconnected economies, global peace remains the best investment we can make. Given Russia’s deep military entanglements in Ukraine, North Korea might turn to China for support. During the K

NVIDIA needs little introduction as it’s currently the hottest stock in the market, thanks to its dominance in AI hardware. At one point in 2024, it briefly overtook Apple as the world’s most valuable company. While it’s now back at number two, that’s still an impressive feat. On December 9, 2024, China’s State Administration for Market Regulation launched an antitrust investigation into NVIDIA, alleging potential violations of anti-monopoly laws. This is widely seen as a counter-move against U.S. restrictions on China’s chip industry. The probe targets NVIDIA’s AI chip market dominance and its compliance with conditions from its 2020 Mellanox Technologies acquisition. According to Morningstar, NVIDIA's fair value estimate is $130, while its current share price is slightly above that at $1

My greatest investment is BlackRock it was a gain of 150 % because of rise in USA market thank to Tiger platform that give us a good start cheer !!!