★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTechnology US Switches Tactics to Boost its Semiconductor Industry U.S. lawmakers are trying a completely new tactic in the US-China tech war: a subsidy policy for private industry. The CHIPS for…McAlinden Research PartnersJune 15, 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)⦁ Theme TrackerBiotechnology & Healthcare Chinese Healthcare Exports Continue Their COVID Surge China is ramping up its manufacturing of medical goods, including masks, PPE, and ventilators, as it seeks to ship them…McAlinden Research PartnersApril 28, 2020
★ Daily Intelligence Briefings (DIBs)ServicesTechnology Shuttered Studios Resort to Streaming Debuts Amid US Cinema Lockdown The film industry has been hard hit by the coronavirus, forcing theaters across the country to shut, and studios to…McAlinden Research PartnersMarch 24, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & Healthcare Pharma’s First Coronavirus Shortage Comes Sooner than Expected The FDA and a number of major pharmaceutical firms have warned of drug shortages resulting from chemical plant shut downs…McAlinden Research PartnersMarch 3, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommodities Coronavirus Curbs International Meat Shipments, but Chinese Import Surge Will Resume China’s meat imports have surged since African Swine Fever decimated their pork supply last year. The effects of the fever,…McAlinden Research PartnersFebruary 19, 2020
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareEnergy & EnvironmentTechnology Here are the Market Winners & Losers of Coronavirus The coronavirus outbreak aka 2019-nCoV is having an outsize impact on some industries and their share prices. Airline, energy, and…McAlinden Research PartnersFebruary 3, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerTransportation Coronavirus and 737 MAX Costs Already Denting Airlines in 2020 As the Boeing 737 MAX grounding grinds on and pushes more and more costs onto airlines, the recent breakout of…McAlinden Research PartnersJanuary 28, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & Healthcare MRP Adds Long China Health Care as a Theme in the Wake of 2019-nCoV Outbreak A virus called 2019-nCoV that emerged last month in Central China is spreading so fast that it risks becoming a…McAlinden Research PartnersJanuary 23, 2020