ARM IPO and AI Boom The ARM IPO (Initial Public Offering) is currently valued at $54.5 and how this plays out will have implications beyond this IPO. This will potentially… Short-term Divergence in Monetary Policy Expected The US economy is currently the best positioned of the major economies. In contrast, Europe has the Ukraine-Russian war plus week demand in China. … Our outlook is that that the combination of over-priced markets, AI-hype, and geo-political risk will mean a correction sometime in September or October. This is is based on the recent… The geopolitical landscape is becoming a significant concern for both Apple and Huawei. The ongoing trade war between the U.S. and China is a primary source of this risk. Apple,… The Consumer Price Index (CPI) is one of the most important economic indicators used to measure inflation. It provides valuable insights into the changes in prices of goods and services… In recent years, the property market in China has experienced significant growth and has become a vital part of the country's economy. However, there are increasing concerns about the risks…
ARM IPO and Market Sentiment
Monetary Policy Outlook
Market Outlook Q4 2023
Chinese Government bans on Apple iPhones and New Huawei Chip
August CPI Forecast
China Property Market Risk
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