President Donald Trump has double leveies on India to 50% to punish it for buying Russian oil. But unlike India, China, the biggest purchaser of energy from Russia, has been able to escape harsh secondary sanctions so far. It all comes down to the leverage China has and India does it.For one, Beijing dominates production of rare earth magnets which are used in everything from EVs to missiles. The threat of China slowing the pace of exports of critical minerals to a trickle like it did early in the year may ...

Market Trends & Investment Opportunities - Earnings season reveals nearly 10% growth, but disappointing guides may present opportunities, especially if estimates rise [1][2] - China's economic turnaround, driven by aggressive fiscal, monetary, and consumer stimulus programs, suggests adding a "kicker" to portfolios with China exposure [3][4] - U S multinational companies with China exposure offer transparency; Las Vegas Sands, with 60% of revenues tied to Macau and Jaeger, is one example, trading at 11 times EBITDA [5][6] - Industrial data center stocks have reacted poorly to earnings, down 9-10%, despite companies seeing significant activity, presenting potential investment opportunities [10] Company Performance & Strategies - Deckers Outdoor (Hoka parent company) is on the watchlist, down 50% year-to-date, trading at 16 times earnings, with earnings growing at approximately 16-20% and 8% China exposure [7] - Hoka brand saw 20% growth in the last quarter and is guiding for double-digit growth for the year [8] - Uggs experienced 19% growth, improved from 3% in the previous quarter, positioning it well for back-to-school season [9] Portfolio Strategy - Maintaining technology exposure is crucial due to growth, free cash flow, and investment in AI and data centers [10] - A broadening out trade in the market is still considered a viable strategy [9][10]

China said its imports of Russian oil are justified, pushing back against US threats of new tariffs after Washington slapped secondary levies on India https://t.co/OtrbD6sEOf ...

President Donald Trump has doubled the tariff on India to 50% for buying Russian oil.But China, the biggest buyer of Russian energy, has not faced such punitive secondary tariffs. @allenwan290 explains what leverage China may have over India. https://t.co/h9PJW4omFY https://t.co/FLHBh52WXK ...

Trump seems to be singling out India for buying Russian oil while letting China off the hook, sending a message that Beijing holds leverage others do not https://t.co/GDYNxjTXOA ...

US-India Trade Relations - The US is considering imposing tariffs on Indian imports, potentially reaching a 50% rate, as a tool for foreign policy objectives [2] - Pharmaceuticals and electronics may be affected in the future, making negotiations challenging [3] - India is seen as a tough negotiator, maintaining high levels of protection on many markets with persistent high tariffs [9] - The Trump administration aims to force India to make systemic changes that have been problematic for a long time [10] - India might strike a deal that maintains high protection levels while giving the US something it can live with, similar to deals with other countries [11] India's Strategic Positioning - India prioritizes the interests of its farmers, fishermen, and dairy farmers, even at a potential cost [1] - India's purchase of Russian crude oil is a deeply structural issue for its economy [2] - India has a long history of nonalignment and is positioning itself for life outside the US sphere [7] - India is reaching out to countries like Brazil and China, which could threaten long-term US objectives [6] - President Trump opposes BRICS countries, including India, from countering US power or establishing a BRICS currency [8] Geopolitical Context - Traditional US allies are struggling to compromise with the White House [4] - The US administration has treated traditional allies more like adversaries [5] - During the Biden years, there was a lot of courting of India to act as a bulwark against China [5] - Narendra Modi will meet with Lula da Silva, with a first visit to China in seven years [6]

From @WSJopinion: Trump wants at long last to raise the pressure on Russia for a cease-fire in Ukraine, and on Wednesday he threatened India with a 50% tariff if it keeps buying Russian oil. The puzzle is why the President is so far giving China a pass. https://t.co/GdYNB2UIpc ...

Modi will visit China and speak with Brazil’s Lula amid US tariffs hitting both nations https://t.co/yoXLojwBbk ...

Market Trends - An oil glut is expected early next year [1] - China would continue to buy Russian crude at a growing discount [1] Geopolitical Impact - The oil glut might accommodate tough-but-phased-in Russian sanctions imposed by America [1] - China is less exposed to these sanctions [1]

In many countries the custom of paying a “bride price” has faded as people have become richer. Not in China, where the practice remains deeply entrenched https://t.co/2Z9tbEuYx8 ...