★ Daily Intelligence Briefings (DIBs)FinanceServicesTechnology PayPal Breaks Ground in China, Generating Opportunities in a Massive Payments Market PayPal has become the first foreign company to obtain a payments license in China, which could be a sign of…McAlinden Research PartnersOctober 1, 2019
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy As Hong Kong Stocks & FX Struggle, Taiwan is Thriving Thirteen weeks of unrest have begun to take on Hong Kong’s economy and markets. Local share prices are sinking, the…McAlinden Research PartnersSeptember 3, 2019
★ Daily Intelligence Briefings (DIBs)Commodities US Ethanol Producers are Getting Slammed by US Trade and Energy Policies China’s 70% tariffs on US-made ethanol have hurt American producers while providing an unexpected boost to Malaysia. And now, the…McAlinden Research PartnersAugust 19, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade How to Capitalize on the Trade War Stand Off The base case for a protracted trade war has gotten stronger this summer, setting the stage for a longer-term structural…McAlinden Research PartnersAugust 8, 2019
★ Daily Intelligence Briefings (DIBs)Economics & Trade Yuan Slide Could Kick up Currency War as World Awaits Trump Retaliation Stocks slid just over 3% on Monday, marking the S&P 500’s worst day of 2019, on news that China had…McAlinden Research PartnersAugust 6, 2019
★ Daily Intelligence Briefings (DIBs)Finance Beijing Pushes Banks to Lend More While Credit Weakens and Defaults Rise Non-performing loans, as well as outright defaults, by China’s private sector are rising strongly in 2019. At the same time,…McAlinden Research PartnersMay 29, 2019
★ Daily Intelligence Briefings (DIBs)CommoditiesTechnology 3 Beneficiaries of a Potential China/US Trade Deal An end to a disruptive trade conflict between the world’s top two economic powerhouses may be nearing. Soybeans, Hogs and…McAlinden Research PartnersMay 6, 2019
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Silicon Valley Will Savor the Pentagon’s New AI Initiative Yesterday, President Trump signed an executive order meant to spur the development and regulation of artificial intelligence. While the language…McAlinden Research PartnersFebruary 12, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Chinese Slowdown Could Ramp-Up Real Estate Bubble China’s real estate and property markets, which had been on fire for the last several years, closed out 2018 in…McAlinden Research PartnersJanuary 23, 2019
★ Daily Intelligence Briefings (DIBs)Markets The Diverging Fortunes of China’s Equity and Sovereign Bond Markets China’s stock markets has declined sharply this year and is on track to post its worst annual performance in a…McAlinden Research PartnersNovember 26, 2018