Luckin Coffee, Li Ning, Byd Company, Ping An Insurance, New Oriental Education, Ubtech Robotics, AIA Group, WH Group, Sands China, Galaxy Entertainment, Trip.com, Yum China, Will Semiconductor, etc.
The US-China trade war appears to be on hold for now with only alt-finance or alt-media sites like ZeroHedge being left with any sort of credibility when it comes to reporting about it over the past month:
Naturally, we suggested that this was an overture to China offering an olive branch to the Trump admin on US soil in hopes of reaching a trade deal, a speculation which the TDS-crowd fumed over.
It turns out we were right, and as the FT writes, "the first meeting to break the US-China trade deadlock was held almost three weeks ago in the basement of the IMF headquarters, arranged under cover of secrecy."
And ZeroHedge has been doing more gloating about being right about other things:
It was about one month ago, when as stocks tumbled, economists rushed to catch down to the sliding market by doing what they do best: chasing prices (in this case lower) by slashing their economic forecasts (most notably Goldman Sachs) a move which we mocked at the time, and correctly predicted it would be about a month before these same economists made an "unrecession" their base case once stocks rebounded.
And they were also not mincing words regarding the corporate media:
Which is also why the left's attempt to spark widespread panic by focusing on Chinese imports had largely been a dud... and why it forced the media to escalate its claims to ever more ludicrous proportions, until we got the CNN story that there were "zero ships from China are bound for California's top ports."
And this is where we drew the line because it takes about a 10 second google search on any of the marine tracking websites such as Marine Traffic to find out this is total bullshit. And the fact that CNN didn't even consider that not all of its readers are absolute idiots who would accept its lies with zero pushback, is what was most remarkable.
However, the same corporate media that was wrong about the trade war has just published this interesting and lengthy piece:
Rogue communication devices found in Chinese solar inverters
Undocumented cellular radios also found in Chinese batteries
U.S. says continually assesses risk with emerging technology
U.S. working to integrate 'trusted equipment' into the grid
And:
In February, two U.S. Senators introduced the Decoupling from Foreign Adversarial Battery Dependence Act, banning the Department of Homeland Security from purchasing batteries from some Chinese entities, starting October 2027, due to national security concerns.
The bill was referred to the Senate Committee on Homeland Security and Governmental Affairs on March 11 and has yet to be enacted.
🇨🇳 YUM China (NYSE: YUMC) - China’s largest restaurant company. Exclusive right to operate & sub-license KFC, Pizza Hut & Taco Bell + owns Little Sheep & Huang Ji Huangt. Partnered with Lavazza. 🇼🏷️
Chinese stocks covered by a couple of equity research providers in this post:
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