Our weekly podcast on China. This week, the trade weapons are holstered, but neither side has left the battlefield https://t.co/LMeD5mmNJU ...

But Peter Andersen, founder of Andersen Capital Management, said: “What’s creeping in is this narrative about AI and when business plans will be demonstrated to guide investors about when they will see profits from the AI investments.”“Those companies are leading the way and capturing almost all the value in AI. They are able to secure the infrastructure required to serve their customers and are all seeing a positive inflection point in demand.”Gil Luria, of wealth managers D.A. Davidson, told CNBC: “The ma ...

Core Viewpoint - Samfine Creation Holdings Group Limited reported its unaudited financial results for the six months ended June 30, 2025, showing a stable revenue but significant increase in expenses leading to a substantial net loss compared to the same period in 2024 [1][2][5]. Financial Performance - Revenue for the six months ended June 30, 2025, was HK$82,121,233 (US$10,461,437), reflecting a marginal increase of 0.2% from HK$81,934,259 in the same period of 2024 [2][8]. - General and administrative expenses surged by 81.4% to HK$20,105,220 (US$2,561,207) from HK$11,081,674 in the prior year, primarily due to increased legal and professional fees [3]. - Selling and marketing expenses rose by 59.3% to HK$8,720,599 (US$1,110,918) from HK$5,474,255, driven by higher marketing and promotion costs [4]. - The net loss increased dramatically by 1,120.7% to HK$8,457,024 (US$1,077,340) from a net income of HK$828,511 in the same period of 2024, attributed to significant marketing expenses and the impact of the trade war on sales growth [5][8]. Company Overview - Samfine Creation Holdings Group Limited is a one-stop printing service provider based in Hong Kong, with over 20 years of experience in the printing industry, offering a variety of printed products [6]. - The company's customer base primarily consists of book traders in Hong Kong, with clients located globally, mainly in the U.S. and Europe [6].

Trade & Tariffs - Trade war discussions heavily involve soybeans, especially below 70 cents [1] - The conversation between Trump and Xi is centered around tariffs and the trade war [3] Political Mentions - Trump mentions "Biden" an average of 2.7 times per appearance [1] - Trump has mentioned "Biden" 111 times this month [1] Geopolitical & Technological Focus - Increased mentions of "Nuclear" by Trump recently [1] - AI is a key battleground between the two countries, particularly regarding chips and processors [2]

Group 1 - The US central bank, the Federal Reserve, has cut interest rates for the second time this year, reducing the rate by a quarter of a percentage point to a range of 3.75%-4% [1] - The decision to cut rates was made despite the government shutdown, which has frozen non-essential government functions and delayed the release of key economic data [2] - Inflation data showed a rise to 3% in September, which is 1 percentage point above the Fed's target of 2%, but lower than economists' expectations, allowing for the rate cut [3] Group 2 - Fed Chair Jerome Powell has warned that the US economy is expected to grow less, and goods may become more expensive due to increased import taxes and supply disruptions [4] - President Trump has expressed frustration with the Fed, particularly targeting Powell's leadership and attempting to remove a rate-setter from her position [5][6] - The anticipation of an interest rate cut has positively influenced US and European stock markets, leading to record highs in major stock indexes [8]

The Federal Reserve will make its latest interest rates decision on Wednesday, in what is shaping up to be a consequential week for Bitcoin. Analysts are widely expecting that the central bank’s chair Jerome Powell will unveil another 0.25 percentage point reduction — to a range of between 3.75% and 4%. And given that the Fed previously signaled that it is pencilling in two further rate cuts for 2025, we’re expecting to see a repeat performance in December too. Generally speaking, lower interest rates a ...

U.S. President Donald Trump and China's President Xi Jinping shake hands before their bilateral meeting during the G-20 leaders summit in Osaka, Japan on June 29, 2019.The mere prospect of a U.S.-China trade deal is enough to send markets higher.On Monday stateside, the S&P 500, Dow Jones Industrial Average and Nasdaq Composite closed at record highs — with the broader market index breaking past the 6,800 level for the first time.And that's before an agreement has been signed officially."A lot of the foreca ...

Ah, the stock market. A bastion of rational thought, meticulous planning, and predictable outcomes. Or, at least, that’s what the textbooks say. In the era of President Donald Trump, however, it’s less a bastion and more a bungee jump, with policy announcements serving as the cord, and the market’s collective stomach serving as the primary indicator of presidential pronouncements. The past few days, culminating on October 28, 2025, have been a masterclass in this particular brand of economic theater, featur ...

ToplineThe S&P 500 reached a record high Monday, one day after the U.S. and China agreed to a trade pact framework that could prevent a broader trade war, news that sent gold prices tumbling.Chinese President Xi Jinping and U.S. President Donald Trump will meet Wednesday. (Photo by Thomas Peter-Pool/Getty Images)Getty ImagesKey FactsThe S&P 500 closed up 1.2%, keeping weeks of positive momentum alive and marking its highest closing price of all time at 6,875.Gold futures fell below $4,000 at times Monday an ...

Core Insights - Malaysia's economy has received a strong upgrade following its performance in Q3 2025, indicating resilience amid trade war concerns and a slowing global economy [1] - The positive momentum in Malaysia's economy is expected to continue into 2026, suggesting potential for further growth [1]