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Will GSX shares rally with the re-emergence of Covid-19?

Although GSX share price keeps climbing – in part because of the re-emergence of COVID-19 in China – the company lacks investment potential for many reasons. According to the prospectus submitted to the US Stock Exchange Commission, GSX stands out as...
EqualOcean Qasim
Qasim Khan @ EqualOcean 16 April 2021
Will GSX shares rally with the re-emergence of Covid-19?
Will GSX shares rally with the re-emergence of Covid-19?

Cryptocurrency moves further mainstream; emerging markets could benefit most

A fierce debate has been waging for many years as to whether cryptocurrency qualifies as an investment. However, based on its opening day of trading, one characteristic Coinbase seems to share with cryptocurrencies is high price volatility. Nigeria i...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 April 2021
Cryptocurrency moves further mainstream; emerging markets could benefit most
Cryptocurrency moves further mainstream; emerging markets could benefit most

Treasuries: The Dog that Did not Bark

Overview: Like the dog that did not bark, the long-term US yields tumbled despite data that confirms the acceleration of the US economy and labor market. The Australian dollar reached $0.7760 yesterday, its best level since March 19, but is consolida...
Marc to Market
Marc to Market 16 April 2021
Treasuries:  The Dog that Did not Bark
Treasuries:  The Dog that Did not Bark

China: forget the super fast GDP growth, focus on chip shortage

China's GDP growth was 18.3%YoY in 1Q21, our estimate was 12%YoY, which was the lowest estimate among economists in the survey, the highest estimate was 22%. A slight difference in GDP levels estimates results in very different %YoY outcomes, so it i...
ING Think
ING Think 16 April 2021
China: forget the super fast GDP growth, focus on chip shortage
China: forget the super fast GDP growth, focus on chip shortage

Asia sold US Treasuries hard in Feb

I can't remember the last time I referenced US TIC data in any sort of note. But if you can be bothered to have a look, then what you see is that during February, a period of rapid yield increase in US treasuries, Asia was a big seller of US governme...
ING Think
ING Think 15 April 2021
Asia sold US Treasuries hard in Feb
Asia sold US Treasuries hard in Feb

Community Group Buying: the new battleground for China's Internet giants

The retail industry players have always been competing for high efficiency and satisfying consumer experience. Also, the structure of terminal retail channels for agricultural products during the pandemic has changed significantly, with the proportio...
EqualOcean Yangni
Yangni Liu @ EqualOcean 15 April 2021