★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Pelosi Departs Taiwan Without a Hitch, But China’s Response May be Just Getting Started In the wake of House Speaker Nancy Pelosi's (D-CA) visit to Taiwan, tensions and uncertainty about China's response remain high.…McAlinden Research PartnersAugust 3, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Hong Kong Financial Sector Losing Out on International Talent but Heavy COVID Restrictions Likely to Remain New talent is increasingly hard to come by in high profile sectors of Hong Kong's economy - particularly the all-important…McAlinden Research PartnersJuly 25, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Chinese Bank Protests Intensify, Spotlighting Issues Facing Country’s Regional Banking System Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…McAlinden Research PartnersJuly 13, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Airbus Bumps Boeing Again by Advancing in China, Expands Lead in 2022 Deliveries and Orders Early this month, three major Chinese airlines submitted orders for nearly 300 Airbus jets. That came less than two months…McAlinden Research PartnersJuly 7, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyReal Estate & Construction China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…McAlinden Research PartnersJune 29, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Emerging Markets Face a Fragmented Future as Buoyant Dollar and Chinese Loans Fuel Debt Crisis Fears Emerging Markets continue to languish under a strong USD and fading growth prospects. Each of those factors are intensifying the large…McAlinden Research PartnersJune 21, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy Hong Kong Capital Flight Continues, Compounding City’s Currency and Pension Struggles Hard-line COVID-19 policies, largely following mainland China's "zero-COVID" measures, have hammered Hong Kong's attractiveness to foreigners and international firms since…McAlinden Research PartnersJune 15, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…McAlinden Research PartnersJune 8, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTransportation Boeing Shares Break Down as Airbus Pulls Ahead in New Orders, International Scrutiny Boils Over May has turned into a mess of a month for Boeing, whose shares are now down more than 40%, year to…McAlinden Research PartnersMay 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy China Chides Biden’s “Commitment” to Taiwan Defense, Congress Proposes $6 Billion Military Aid Package For the third time in the past several months, President Biden has confirmed the US's willingness to intervene militarily if…McAlinden Research PartnersMay 24, 2022