ab Global Research owered by UBS Evidence Lab YES P 2 July 2025 China Logistics Sector APAC Focus: Parcel pricing near bottom, prefer smaller players on vol. and margin expansion Investors are increasingly concerned about the pricing dynamics in China's parcel industry. However, we believe price competition will largely stabilise, supported by UBS Evidence Lab survey (> Access Dataset) and our supply-demand analysis. We expect ZTO, YTO, STO, Yunda and J&T (Tongda) in aggregate to deliver a 2024-27E earnings ...

V i e w p o i n t | 03 Jul 2025 11:49:54 ET │ 10 pages US Economics Falling imports from China offset elsewhere CITI'S TAKE The trade balance widened moderately in May to -$71.5 billion with a drop in exports and imports essentially flat on the month. Part of the drop in exports was due to gold, which will not impact GDP growth. Net exports are still likely to be a substantial boost to GDP growth in Q2. Imports from China continued to plunge as tariffs in April and half of May were prohibitively high. This ...

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Global Commodities Research 01 July 2025 J P M O R G A N Global Commodities The Week in Commodities This is a summary note that consolidates the latest views of our global commodity strategists published over the week; to read detailed reports, refer to the hyperlinks. It also contains hyperlinks to other related research/podcasts on the global commodities market. Oil Markets Weekly: Major supply disruption risk at 21%, but deterrent lines are now well-defined Global Commodities Webinar: US Enters War with ...

“Checks and Balance” assess the implications of the big bill:🎧 How it will explode the national debt🎧 Comparing the process Congress used with how it was once done🎧 What the GOP prioritises, and what that means for its supportershttps://t.co/AdPFBS7DTp ...

Checks and balances make it harder for democracies to control citizens’ data. But by putting less weight on such things, China could build an efficient and dystopian system of surveillance https://t.co/GujH3UWFC4 ...

have you noticed how the world feels increasingly chaotic [Music] polarized and uncertain well that's no accident According to some historians we've entered what's known as a fourth turning a period of major crisis that threatens to reshape society the economy and even the global order So in today's video we'll explain exactly what this fourth turning is why it appears to be happening now and how it could impact markets your investments and especially crypto My name is Guy and believe me this is a video you ...

5 Survival Tips For Working Moms With Kids Home This Summer https://t.co/xux3BHY1vr https://t.co/xux3BHY1vr ...

Premium balance is the amount of premium that is owed to an insurer for a policy, but which has not yet been paid by the policyholder. https://t.co/9b2jLBVRis ...

30 Jun 2025 10:19:53 ET │ 12 pages Xinyi Solar (0968.HK) Solar Glass Industry Supply Cut amid Weak Demand; 1H25E Result Preview Flash | China Solar Sector Air MaAC CITI'S TAKE The market talked about a 30% production cut by PRC solar glass makers in July to avoid the intense competition today (see: SMM), triggered by weakening demand, high inventory level and low solar glass prices. We view the coming supply cut to be a voluntary move by solar glass companies under operating pressure with weak demand outloo ...