Malaysia’s growth missed official estimates in the second quarter, though the central bank said the economy is strong enough to weather the impact of US tariffs https://t.co/tr0Gb10gp4 ...

国家统计局发言人解释称，7月国内部分地区出现高温、暴雨、洪涝等极端天气，对经济运行造成了短期的冲击。受毕业季等因素影响，7月全国城镇调查失业率呈现季节性上升。外汇交易员 (@myfxtrader):#数据 中国7月规模以上工业增加值同比增5.7%，预期5.9%；7月社会消费品零售总额同比增3.7%，预期4.6%；7月城镇调查失业率5.2%，预期5.1%；1-7月城镇固定资产投资同比增1.6%，预期2.7%。 https://t.co/YCKATEchtx ...

Monetary Policy - Peru's central bank maintained stable interest rates due to below-target inflation [1] - Policymakers are adopting a wait-and-see approach regarding election uncertainty and US tariffs' impact on growth and prices [1]

Taiwan is set to revise its estimate for growth in 2025, providing the first glimpse of how it expects the economy to perform since the Trump administration imposed a 20% duty on exports to the US https://t.co/a3r4rcgfIs ...

Geopolitical & Economic Context - Autocrats view economic growth as a source of legitimacy [1] - Leaders in Asia, East Africa, and the Gulf are increasingly struggling to deliver on their economic goals [1]

Economic Analysis & Strategic Vision - Canada faces internal division and complacency, hindering its potential [2] - Canada's political system lacks a long-term vision, focusing on short-term issues instead of long-term prosperity [6] - Interprovincial trade regulations impede Canada's national trade, which only constitutes one-third of the economy [7] - Canada's GDP per capita grew by less than 40% of the US's growth, at only 23% over the past 10 years [8] Resource Management & Trade - Alberta sends over 4 million barrels of oil daily to the US at a discount, while Eastern Canada imports oil from Saudi Arabia at a higher price [7] - Canada could increase its GDP by up to $330 billion a year by responsibly developing its energy and natural resources [12] Immigration & Investment - Canada's population has soared at 16% over the past 10 years, three times that of the US [8] - Canada has not taken a strategic approach to immigration, lacking workers in areas like healthcare [9] - Canada has not invested at the same pace as the US in AI, clean energy, and quantum computing [9] Proposed Solutions - Canada needs to act as one nation by eliminating interprovincial trade regulations [11] - Canada should join more alliances with the EU, Japan, and Australia, representing over $20 trillion in market share [13] - Canada needs a merit-based immigration system to attract skilled workers and investors [14] - Canada should invest in AI and space to fuel innovation and secure future jobs [15]

Africa’s largest money manager sees private capital as key to narrowing the continent’s $100 billion annual infrastructure-financing gap, critical to boosting economic growth and lifting millions out of poverty https://t.co/5TwmFlOlOo ...

About a 10th of the targeted measures South Africa requires to tackle anemic economic growth have been fully implemented over the past 18 months, a new tracker showed https://t.co/69wY9pqBXO ...

RT BBC Breaking News (@BBCBreaking)UK economic growth slowed between April and June to 0.3%, official figures show https://t.co/I2huEb35tf ...

Core Insights - The article emphasizes that quality stocks, particularly dividend-paying ones, can be attractive investment opportunities when they are undervalued in the market [1][2]. Group 1: Merck - Merck's revenue is heavily reliant on its cancer drug Keytruda, which accounts for 50% of total revenue, and faces patent expirations in the U.S. by 2028 and in Europe by 2031, contributing to a 39% decline in stock price from last year's peak [3][6]. - Despite current challenges, Merck has a promising pipeline with up to 20 drugs that could collectively generate over $50 billion in annual sales by the mid-2030s [5][6]. - The stock is currently priced at less than 9 times expected earnings, with a dividend yield of 4%, indicating that challenges are already reflected in the stock price [7]. Group 2: Target - Target has struggled with a 3.8% decline in same-store sales and a 60% drop in stock price since late 2021, largely due to economic conditions and internal controversies [8][12]. - There are signs of potential economic recovery, with a slight increase in consumer confidence and GDP growth estimates, which could benefit Target's sales [9][12]. - The stock is priced at about 14 times expected earnings, with a forward-looking dividend yield of 4.3%, suggesting a reasonable risk-reward profile for investors [12]. Group 3: PepsiCo - PepsiCo has experienced a 26% decline in stock price since its 2023 high, but this downturn may have reached its limit [13]. - The company faces challenges from rising costs in its beverage and food segments, but it is adapting by introducing healthier product options and optimizing its supply chain [14][16]. - PepsiCo is well-positioned to benefit from a potential resurgence in consumer spending and the growing trend towards healthy snacks [16].