★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentⓁ UraniumPolitics & Policy Nuclear Power Revival Reaches Across Europe and Asia, Remaining Holdouts Could Suffer Energy Shortages Nuclear power is back on the rise across much of Europe and Asia. Earlier this year, France led a coalition…McAlinden Research PartnersJuly 5, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Emerging Markets Log Another Year of Slack, But Expectations for a 2022 Rebound are Stirring Emerging markets equities largely underperformed major indices in 2021, a continuation of longer-term weakness. However, expectations for a reversal of…McAlinden Research PartnersJanuary 5, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets Europe Lockdowns Put East-West COVID Pair Trade in Play While the US and Europe continue to battle the pandemic, most countries in the Asia-Pacific region have managed to supress…McAlinden Research PartnersOctober 29, 2020
★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Chinese Banks Chalk up More Bad Loans as New Sanctions Loom Over Financial Sector NPL ratios across China’s financial system have continued an unrelenting rise through 2020 and are set to head even higher…McAlinden Research PartnersJuly 14, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy What Hong Kong’s New Inflection Point Means for Investors When China announced it would impose new national-security laws on Hong Kong, the international community interpreted the move as signaling…McAlinden Research PartnersJune 1, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance Chinese Banks Rack up More Bad Loans Amid COVID Crash Non-performing loans at many mid-tier Chinese banks continue to rise in 2020. The deterioration of loan books across the country’s…McAlinden Research PartnersMay 6, 2020
★ Daily Intelligence Briefings (DIBs)Transportation Coronavirus Continues Knocking Airlines off Course While the initial negative impact of Coronavirus on most market sectors has been wiped out in recent days, following last…McAlinden Research PartnersFebruary 11, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy 2020’s Emerging Market Opportunity The weakening US Dollar will be a boon for Emerging Markets in 2020, a sector which has long underperformed the…McAlinden Research PartnersJanuary 31, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy It’s Back to Rally-Mode for Taiwanese Equities Taiwan’s president Tsai Ing-wen just got re-elected in a historic vote that also helped her party retain its majority in…McAlinden Research PartnersJanuary 13, 2020
★ Daily Intelligence Briefings (DIBs)Services Plant-Based Protein Plans a Chinese Rollout Amid Huge Livestock Shortfall Plant-based meat alternatives, like those offered by Beyond Meat and Impossible Foods, are taking off in the US, and are…McAlinden Research PartnersDecember 18, 2019