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Primavera Capital's Zhu Discusses China's Economic Growth Amidst Australia's Shift to Monthly CPI Reporting. Ning Zhu, a senior macro strategist at Primavera Capital Group, shared his insights on China's economic outlook. Zhu also touched upon the challenges posed by demographic changes, environmental regulations, and geopolitical tensions.
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Cognac makers are dealing with the aftermath of years of robust demand. This downturn can be attributed to escalating tariff tensions and the growing sober-curious movement, which encourages reducing or eliminating alcohol consumption.
Malaysian retailer MR DIY Group M. Bhd. has been the top-performing stock in Southeast Asia this month. The company's impressive performance is drawing bullish bets from analysts. Meanwhile, U.S. President Donald Trump threatens to impose higher tariffs on South Korean imports.
The Russian oil trade has experienced a significant uptick in activity as high freight rates and lowered oil prices have lured more shipping companies into the market. Some companies are employing nearly new tankers to transport crude oil, taking advantage of the market conditions and reduced risk of violating export restrictions.
Goldman Sachs CEO David Solomon spoke at the Goldman Sachs Global Macro Conference Asia-Pacific 2026. Solomon highlighted the strength of the US consumer, which has been a driving force behind the economic recovery. He also acknowledged the risks that could negatively impact the US economy, including trade tensions and geopolitical instability.
Blue Owl Capital anticipates growing opportunities in private credit as more wealthy Australians explore private markets. Global head of institutional capital at Blue Owl, James Clarke, outlines these opportunities and risks in the context of geopolitical tensions and trade disputes. Private credit assets under management projected to reach $1 trillion by 2023, up from $300 billion in 2015.
The largest US grid operator has received approval to divert power intended for data centers to households, hospitals, and other crucial customers. The power diversion plan was put into action due to the strain on electricity supplies caused by the extreme cold weather conditions. The diversion of power is expected to last for several days.
The move comes as the Chinese toymaker prepares to report its quarterly results. The company has been in the news for its plans to enter the European market.
China's Zijin Gold International Co. signed a definitive agreement to purchase Allied Gold Corp. on June 17, 2021. The deal, which is valued at C$5.2 billion ($4.2billion), will provide Zij in with control of the West African miner's two main projects. The acquisition is expected to add approximately 3.3 million ounces of gold reserves and 140,000 ounces of production to Zij's portfolio.
Goldman Sachs' Jan Hatzius and Pictet Asset Management's Luca Paolini shared their perspectives on the global economic and market outlooks during recent interviews with Bloomberg. Both experts acknowledged the challenges and uncertainties facing the global economy and markets. However, they offered different perspectives, providing valuable insights for investors seeking to navigate the current economic landscape.
Intel's manufacturing problems stemmed from the complex nature of producing advanced semiconductor chips. The company had been making progress in resolving these issues in recent months, but the setbacks have delayed its full recovery.
Russia's oil has proven to be an unexpected yet resilient force in India's energy market. In 2021, discounted Russian crude made up a substantial portion of India's oil imports. Despite US threats, tariffs, and sanctions, this trend is expected to continue until 2026.
Cubic Corp. has announced its intention to defer an interest payment on a portion of its debt. This decision comes seven months after the company reduced its borrowings and received new equity capital. The debt deferral is a common financial maneuver aimed at managing cash flow during challenging economic conditions.
President Donald Trump has announced his intention to raise tariffs on goods imported from South Korea to 25%. This is in response to the South Korean legislature's failure to ratify the revised Korea-U.S. Free Trade Agreement (KORUS FTA)
Pimco remains steadfast in its belief in the value of investing in the nation's 30-year government bonds. Last week, the Japanese government bond (JGB) market experienced a significant selloff, wiping out approximately $41 billion from investors' holdings.
As the world grapples with a significant energy reset, Canada and India are strengthening their oil and gas ties, while a US winter storm and Medicare payment rate changes impact various markets. Meanwhile, easing entry rules for foreign firms in the UK and a rally in precious metals add to the complex landscape.
US stocks closed with impressive gains on Wednesday, January 26, 2026. The S&P 500 index rose by 1.3% to close at 4,574.24. The Dow Jones Industrial Average gained 1.1% to finish the day at 35,676.53. Gold, in particular, experienced a notable surge, with its price climbing by more than 2%.
The U.S. beef market is witnessing an unprecedented surge in demand. Omaha Steaks stands to benefit significantly from this trend. Asian stock markets showed positive signs as the earnings season approached.
AI-associated stocks are experiencing a funding crunch, with some companies struggling to secure investments. While Google-linked stocks have risen about 20% since late October, parts of the open-AI ecosystem have fallen roughly 20%.
Yale University's investing model, long considered a benchmark for colleges and universities, is experiencing a setback. The Ivy League institution's bets on private equity and other illiquid investments have fallen out of favor. Clearlake Capital Group's Pretium Packaging has reached a deal with a majority group of lenders to restructure its debt.
Todd Sohn, Strategas ETF strategist, discusses potential pitfalls of private-market funds. He says valuations can become unclear or liquidity dwindles. Sohn: As more investors seek to diversify their portfolios, demand for private- market funds will grow.
The S&P 500 index closed up by 1.1%, while the Dow Jones Industrial Average and the Nasdaq Composite recorded gains of 0.8% and 1.9%, respectively. Tech companies, which have been a major force behind the market's growth this year, reported better-than-expected earnings. The Federal Reserve's two-day meeting, scheduled to begin on [Current Date], is another significant event that has market participants on the edge of their seats.
Toews Asset Management launches a hedged Nasdaq-100 strategy. USA Rare Earth secures $1.6 billion in funding from the US government. F/m Investments explores tokenization for a Treasury ETF. New Fortress Energy is in talks with creditors for preferred equity.
Winter storm in the U.S. led to a surge in demand for natural gas. This led to the first increase in natural gas futures above $6 per million British thermal units since 2002. Shares of Patria Investments Ltd. tumbled following allegations of inflated asset valuations.