A key gauge of Chinese shares is on course for a technical correction after a tech-led rally lost steam amid concerns about a slowing economy and a lack of strong stimulus measures https://t.co/rPkbp86c6Y ...

Turkey’s economy slowed more than expected in the third quarter, providing the central bank with scope to continue lowering rates https://t.co/JCFBefAw7p ...

Whatever happens with trade, China’s economy will slow—but not stumble—in 2026. We explain why, in The World Ahead https://t.co/uGSnOpLov3 ...

China’s factory activity improved but remained in contraction in November, extending its streak of declines to a record as the country’s economic slowdown deepens https://t.co/KcmFyF6yzz ...

China’s industrial enterprises saw their earnings drop for the first time in three months, adding to evidence that the world’s second-largest economy is losing steam https://t.co/L0qLFn5l3l ...

Swire is laying off roughly 10% of employees at its Hong Kong head office, amid China’s economic slowdown https://t.co/01J8BiBDBo ...

咨询公司Omdia报告指出，随着中国补贴与消费者升级进入尾声，中国第三季度电视出货量同比跌12.2%，降幅最大。经济放缓也影响了80英寸以上电视的需求。预计未来中国电视出货量将持续低迷，意味着海信与TCL等品牌继续将目光投向海外。三季度亚洲与大洋洲出货量增长7.7%，其中海信增11%，TCL增2%。 https://t.co/qldXY7YDL3 ...

Thailand’s economy slowed more than expected last quarter, hurt by softer factory output and foreign tourist arrivals https://t.co/jTLAGn61lc ...

Core Insights - Billionaire investor Ray Dalio's Bridgewater Associates has made significant adjustments to its equity holdings in Q3 2025, indicating a strategic shift in investment focus [1][3][6] Group 1: Portfolio Adjustments - The fund has aggressively reduced its stakes in major technology companies, cutting its position in Meta by nearly 50%, Nvidia by over 65%, Alphabet by 52%, and Microsoft by 36% [1][2] - Other large-cap positions such as Uber, PayPal, Comcast, Wells Fargo, and Citigroup were also reduced, reflecting a broader pullback from large-cap tech and financial sectors [2] Group 2: Increased Holdings - Bridgewater has significantly increased its investments in select growth opportunities, raising its stake in Sea Limited by over 83%, Mastercard by 190%, Workday by 131%, Regeneron by 164%, and AMD by 2% [2][3] - The filing also introduced two new positions in Fiserv and Reddit, indicating an interest in digital payments infrastructure and the social-media-to-advertising ecosystem [3] Group 3: Global Market Strategy - The firm has raised its allocation to emerging markets and international funds, increasing its stake in South Korea's EWY fund by 25%, adding 34% to its VWO emerging-markets ETF, and lifting its S&P 500 tracker IVV by over 75% [4] Group 4: Economic Concerns - Dalio has expressed concerns about the U.S. economy nearing a "danger zone" due to rising debt, political conflict, and recession risks, which may have influenced Bridgewater's recent portfolio adjustments [6][7] - The significant reductions in technology holdings suggest a strategy to mitigate exposure to sectors that could be vulnerable in an economic slowdown [7]

Credit Expansion - China's credit expansion slowed more than expected in October compared to the previous year [1] - The slowdown was due to weaker government bond sales [1] - Sluggish borrowing demand across the economy also contributed to the slowdown [1]