Kenya’s output this year may be further tested by fresh civil unrest at home and the impact of the US tariff war globally https://t.co/pyW482r7HS ...

The Zacks Internet - Delivery Services industry participants, such as GoDaddy (GDDY) , Vipshop Holdings (VIPS) , QuinStreet (QNST) and Asure Software (ASUR) , are well-positioned for growth due to their sustained efforts in adapting to changing consumer preferences. A greater Internet presence in emerging markets, a burgeoning affluent middle class and the accelerated uptake of smartphones are set to aid Internet-Delivery Services industry participants. Online delivery is yet to expand beyond major metros, ...

Economic Research June 2025 China mid-year: Look through and beyond the tariff shock Haibin ZhuAC Chief China Economist +852 2800 7039 haibin.zhu@jpmorgan.com JPMorgan Chase Bank N.A., Hong Kong Grace NgAC Greater China Senior Economist +852 2800 7002 grace.h.ng@jpmorgan.com JPMorgan Chase Bank N.A., Hong Kong Tingting GeAC Greater China Economic Research +852 2800 0143 tingting.ge@jpmorgan.com JPMorgan Chase Bank N.A., Hong Kong Tongfang Yuan Greater China Economic Research +852 2800 0085 tongfang.yuan@jpm ...

'In business, indecision is killer' - Canadian firms seek certainty in tariff war https://t.co/ET1CDBVPMk ...

Jerash (US) (JRSH) Q4 2025 Earnings Call June 23, 2025 09:00 AM ET Company Participants Roger Pondel - CEOChoi (Samuel) Lin Hung - Chairman, President, CEO & TreasurerEric Tang - Head - Operations, JordanGilbert Lee - CFOMark Argento - President, Co-Founder & Head - Institutional EquitiesIgor Novgorodtsev - Principal Conference Call Participants Michael Baker - MD & Senior Research Analyst Operator Good morning, everyone. Welcome to Girash Holdings Fiscal twenty twenty five Fourth Quarter and Full Year Fina ...

Well, Brendan, you've been covering these negotiations closely over the past few months as tensions between the US and China have escalated and deescalated. How has that ticking clock played into these talks this week in London. Well, the focus for the past couple weeks for the Trump administration has really been on China.It's been almost exactly a month since they emerged from talks in Geneva, Switzerland. But what's happened in the meantime is China has shown the world how much leverage it has. China con ...

Investment Rating - The report does not explicitly state an investment rating for the healthcare sector in China, but it indicates a positive sentiment towards the sector due to recent stock price increases and license-out deals [1][2]. Core Insights - The surge in China biotech and pharma stock prices, with the Hang Seng Healthcare Index (HSHI) rising approximately 40% year-to-date, is attributed to significant license-out deals and external macroeconomic factors rather than internal improvements [1][2]. - Investors have polarized views on the sustainability of the recent rally, with some attributing it to external changes in the macro environment, particularly in the US healthcare policy landscape [2][3]. - There is a divergence in investor sentiment regarding license-out deals, with some viewing them as one-off events while others are optimistic about continuous outbound deals from Chinese biotech and pharma companies [3][4]. Summary by Sections Industry Overview - The healthcare sector in China has experienced a notable increase in stock prices since the beginning of 2025, driven by significant license-out deals and macroeconomic shifts [1]. Investor Sentiment - Investors are divided on the reasons behind the stock price rally, with many attributing it to external macroeconomic factors rather than improvements within the Chinese healthcare sector [2]. - Concerns exist regarding the sustainability of license-out deals, with some investors cautious about potential equity financing and the consistency of license income [3]. Fund Manager Perspectives - Generalist fund managers who missed the recent rally are now looking to participate, viewing biotech and pharma firms as a safe haven amid changing macro dynamics [4]. - There is a contrast between bullish investors, who are not concerned about current elevated valuations, and bearish investors, who prefer healthcare laggards with stable revenue growth and dividend payouts [4].

Kanzhun (BZ) Q1 2025 Earnings Call May 22, 2025 08:00 AM ET Company Participants Wenbei Wang - Head of Investor Relations & Capital MarketsYu Zhang - CFO & Executive Director Conference Call Participants Eddy Wang - AnalystTimothy Zhao - Equity Research AnalystWei Xiong - Equity Research Analyst Operator Ladies and gentlemen, thank you for standing by, and welcome to Country Unlimited First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode ...

Kanzhun (BZ) Q1 2025 Earnings Call May 22, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to Country Unlimited First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Today's conference is being recorded. At this time, I'd like to turn the conference over to Ms. Wenbei Wang, Head of Investor Relations. Please go ahead, ma ...

中美发布联合声明后，这让印度总理莫迪看到了"抄作业"的机会，于是也效仿中国反制美国，结果没想到却弄巧成拙，不仅让特朗普怼了一顿，还对苹果公 司大发雷霆，警告不允许去印度建厂。莫迪为什么要反制美国？特朗普划下的红线和苹果公司又是怎么回事儿呢？ 在中美5月12日发布联合声明宣布互降115%关税后，国际社会终于松了一口气，全球贸易正快速的恢复，就连纳斯达克指数也收复了自4月2日以来的跌幅。 而且中美之间还有芬太尼等诸多问题没有结果，所以外界普遍认为双方的第二场会谈将很快展开。然而中国在关税战中取得的胜利似乎给了印度一些"启 发"，总理莫迪又开始了他的神奇操作。 据彭博社消息，当地时间5月13日，印度政府对WTO发起申诉，希望对部分美国商品加征额外关税，以回应美国25%的钢铝税对印度造成76亿美元的损失。 然而印度之前可不是这个态度，上个月特朗普对中国加税的同时，也对威胁要对印度全商品征收26%的"对等关税"。在美国副总统万斯访问印度之后，莫迪 当时将姿态放的非常低，暗示可以通过快速谈判达成相关协议，例如将印度对美国的贸易关税差从13%降至4%，以换取特朗普对印度的关税豁免。 印度一直自诩大国，早年间还试图借助美欧国 ...