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China's Zhipu Jolts AI Race as 'Scare Trade' Grips US | The China Show 2/12/2026
Bloomberg Television· 2026-02-12 06:51
It's 9 am in Shanghai, Shenzhen, and here in Hong Kong, you're watching the China show. I'm Annabelle Droulers with David Ingles. Good morning.We are counting down to the open of markets in greater China. Our top stories today, Asian stocks rising, treasuries sliding as traders trimming bets for a Fed rate cuts following a stronger than expected US jobs report. So the so-called scare trade spreads to this region with real estate services, biotech stocks, tracking declines among peers on Wall Street.Meanwhil ...
Nickel Miners News For The Month Of September 2025
Seeking Alpha· 2025-09-30 16:32
Core Insights - The article emphasizes the importance of early access to investment ideas and trends, particularly in the electric vehicle (EV) and EV metals sector [1][2] - The Trend Investing group consists of experienced financial professionals with over 20 years in the market, focusing on trending themes such as electric vehicles, EV metals supply chain, stationary energy storage, and artificial intelligence [2] Investment Focus - Current investment themes include electric vehicles, the supply chain for EV metals, stationary energy storage solutions, and advancements in artificial intelligence [2] - The group actively seeks global investment opportunities within these emerging sectors [2] Analyst Positions - The article discloses that the analyst holds long positions in several companies, including BHP GROUP, VALE SA, ELECTRA BATTERY MATERIALS, WIN METALS LTD, and CENTAURUS METALS LIMITED [3]