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20d06/21⚠ coups-regime · 1/5

NetEase keeps ripping while Alibaba and Baidu bleed, china tech isn't one trade anymore

I've spent the last couple months trying to build a China tech position and it's been genuinely frustrating. Since roughly March the internet heavyweights (Alibaba, Baidu, JD) have broadly lagged while NetEase keeps grinding higher and Tencent just chops sideways. They're all "China tech" but the correlation between them has completely broken down. What caught me off guard is where the momentum actually rotated. CATL in batteries, Cambricon in AI chips, Mindray in medical devices. The sector lea

Social◇ unclassifiedusa · china
20d06/21⚠ coups-regime · 1/5

Tracking macro factors in economy in google sheets, any free templates / or you use?

So there are a couple of macro factors out there, beyond the obvious S&P, DOW, NASDAQ movements, but for example, inflation rate, CPI, USD dollar to X currency, treasury rates, high yield OAS rates, etc. Is there any google sheets that you use (thats free) to help summarize and track this in a simple dashboard? I dont need real time so much as current value, maybe also the past 1 month , 6 month and 12 month range (or more). To help get a reading on the some of the macro factors involved in the

Social◇ unclassifiedusa
20d06/21⚠ war-conflict · 2/5

'Your Civilization Will Die': Trump Threatens Iran and Demands US Tolls on Waterway Moving 20% of Global Oil

Donald Trump has taken the fight over the Strait of Hormuz into stranger territory still, floating the idea of American tolls on the vital shipping lane in a Truth Social post on Friday, 20 June 2026, as the fragile US-Iran ceasefire entered its 60-day window. The president said there would be no tolls during the ceasefire period or after it, unless the United States itself imposed them, a line that put Washington, not Tehran, at the centre of the dispute. The news came after Trump had already u

Social◇ unclassifiedusa · middle-east · iran
20d06/21⚠ war-conflict · 2/5

Colombians vote for president amid corruption fears, polarisation

A deeply divided electorate will choose Colombia’s next president in a run-off on Sunday that pits a progressive against a conservative outsider, with both candidates tapping into fears of renewed internal conflict in the country. Voters will choose between businessman and lawyer Abelardo de la Espriella and Iván Cepeda, a lawmaker and heir to the political movement of outgoing President Gustavo Petro, the nation’s first leftist leader. The two defeated nine other contenders in a May 31...

◇ unclassifiedchina · asia
21d06/20⚠ war-conflict · 1/5

Options for follow-up financing

Dear Carbonara disciples, since we are currently almost exactly halfway through the fixed interest rate on our real estate financing, I have started to look a little at follow-up financing and our options. Since we still have a contract from the good old days of low interest rates, we do not put our regular surplus and unplanned income such as bonuses into special repayments, but rather invest them (currently in stock ETFs). This creates perspective

Social◇ unclassifiedgermany · europe
21d06/20⚠ shipping-routes · 1/5

Huge market correction coming Monday?

Iran just announced they are re-closing the Strait of Hormuz, which pretty quickly halted the drop we were seeing in oil prices. MOU looking less strong now, and market was up on expectation of peace deal, now looking like a fresh spike in Brent Crude and WTI oil futures... Could cause central banks to continue interest rate-hiking cycles, curious if people see a correction coming Monday, and if so how big of one? submitted by /u/tacspar [link] [comments]

Social◇ unclassifiediran
21d06/20⚠ shipping-routes · 3/5

Iraq Is Keeping Its Syria Oil Route—Even If Hormuz Reopens

Nobody, especially not Iraq, wants to be caught relying on Hormuz ever again. Iraq is preparing to export crude oil and naphtha through Syria's Mediterranean port of Baniyas, expanding an emergency workaround that emerged after the closure of the Strait of Hormuz disrupted the country's primary export routes and left storage tanks filling up. According to Reuters, Iraqi officials say the strategy will remain in place even after shipping through Hormuz returns to normal. That alone says plenty. I

◇ unclassifiedmiddle-east · russia · usa
21d06/20

Russia frees 24 Filipinos after Marcos speaks with Putin

Russia has freed 24 Filipinos who have been detained for months without charges in a Siberian city, after Philippine President Ferdinand Marcos Jnr raised concerns about them in a meeting with President Vladimir Putin, Philippine officials said on Saturday. The 24 were scheduled to arrive in Manila on two flights early on Sunday, with the first batch to be welcomed by Philippine Foreign Secretary Theresa Lazaro, who accompanied Marcos in his talks with Putin on Wednesday in the Russian city of..

◇ unclassifiedchina · asia · usa
21d06/20

MTR Corp investigates after woman injured by falling ceiling panel at plaza

Hong Kong’s rail giant has launched an investigation after a woman was injured when a ceiling panel fell and hit her leg at Telford Plaza in Kowloon Bay. The MTR Corporation, which also manages the shopping centre, said on Saturday that a section of the ceiling near an entrance to Phase One had become loose and fallen shortly before midnight on June 18. Shopping centre staff immediately attended to her, called police and accompanied her to hospital for treatment, according to the MTR...

◇ unclassifiedchina · asia · usa
21d06/20

Guinea pushes Simandou on iron ore exports to feed China’s ‘green steel’ mills

Shipping services in Guinea are being upended as the West African country ramps up iron ore exports for China’s “green steel” production lines to take advantage of much higher prices. Vessels that usually ship bauxite from Guinea have been diverted to iron ore to maximise exports before heavy seasonal rains grind production to a halt, according to international shipbroking and maritime research firm Ifchor Galbraiths. Analysts say that shoring up supplies from Guinea helps China with its broader

◇ unclassifiedchina · asia
21d06/20⚠ war-conflict · 2/5

Beijing planning more surveys east of Taiwan to assert sovereignty, state media reports

Beijing will make maritime surveys in the waters east of Taiwan a routine matter as it seeks to assert its sovereignty following talks between Japan and the Philippines, state media reported on Friday. An article published by Yuyuan Tantian, a social media account affiliated with state broadcaster CCTV, said mainland China was “diversifying” its claims to the waters with a range of activities, ranging from military drills and coastguard patrols to natural resources surveys. It added that more...

◇ unclassifiedchina · asia · taiwan
21d06/20⚠ war-conflict · 1/5

House in Iran: sell, cash out or keep?

TL;DR: My father owns a house in Iran with my uncle. After my grandfather's death, the question now arises: sell, cash out or invest the money in another way in Iran? My family has a house in Iran that was bought about 20 years ago. The background was that my grandfather didn't have to constantly move as he got older because of rising rents. I know from my family that rents in Iran often rise significantly after a year and this regularly puts tenants under pressure

Social◇ unclassifiedgermany · usa · europe
21d06/20

Last professional letter writer in Chinese city pens 100,000 missives over 59 years

A 77-year-old man in southeastern China has spent nearly six decades turning homesickness, hardship and family duty into letters sent across the sea. Jiang Mingdian, from Quanzhou in Fujian province, is regarded as one of China’s last active professional letter writers, though no public figures show how many still practise the trade. Over 59 years, he has reportedly written more than 100,000 letters for local families to relatives overseas, reaching countries including the Philippines,...

◇ unclassifiedchina · asia
22d06/20

‘Tap your cultural foundation’, Shangri-La’s Kuok Hui Kwong tells Hong Kong tourism trade

Hong Kong should do more to leverage its traditional festivals to draw international visitors and build its competitive advantage in cultural tourism, Shangri-La Group chairman and group CEO Kuok Hui Kwong has said. Kuok, the daughter of Malaysian tycoon Robert Kuok, said Hong Kong had done well since the Covid-19 pandemic to entice international visitors back to the city, but could go even further in tapping its “cultural foundation” amid fierce competition for tourists. She made the remarks to

◇ unclassifiedchina · asia
22d06/20⚠ war-conflict · 3/5

Germany blurs defence lines with bet on Philippines’ old US base

The runway at Clark International Airport was built to launch American air power across Asia. Now, it is being repurposed to project German industrial ambition. Analysts say the multimillion-dollar deal to develop the former US military base in the Philippines illustrates how economic investment has become the new language of strategic power. The deal, struck last week during German President Frank-Walter Steinmeier’s milestone visit to Manila – the first by a German head of state since 1963 –..

◇ unclassifiedchina · asia · germany
22d06/20

Chinese infant admitted to ICU for toxicity after being fed vegetable juice formula

A three-month-old infant in China suffering from poisoning had to be admitted to an intensive care unit (ICU) after his parents fed him with baby milk formula prepared with vegetable juice. The baby boy was rushed to Zhongshan Women and Children’s Hospital in southern Guangdong province when his body turned purple, his mouth turned purplish-blue and he was short of breath, Zonglan News reported. His parents said the symptoms appeared shortly after the baby consumed milk. They added that they...

◇ unclassifiedchina · asia · usa
22d06/19

Solar Is the Cheapest Power in History, But States Are Retreating From It

A high-stakes push-and-pull is taking place in the United States clean energy sector as state-level laws, federal-level policy, and that infamous invisible hand all tug in different directions. A staggering amount of different legal actions on the part of the Trump administration, the judicial system, and state politicians have created an incredibly complex landscape for clean energy adoption across the country. And while the economics of renewables are looking better than ever, the political po

◇ unclassifiedmiddle-east · russia · usa
22d06/19⚠ war-conflict · 2/5

Poland’s president strips Ukraine’s Zelensky of top award

Poland’s nationalist president Karol Nawrocki announced on Friday he was stripping Ukraine’s Volodymyr Zelensky of the country’s top award, escalating a row between the neighbours and allies over World War II massacres. Relations between Warsaw and Kyiv have been tense for days over Zelensky’s naming of a Ukrainian army unit after a WWII nationalist insurgent army that took part in massacres against Poles. Nawrocki’s decision landed days before Poland is due to host the annual Ukraine Recovery..

◇ unclassifiedchina · asia · uk
22d06/19⚠ war-conflict · 3/5

Iran floats insurance fees and asserts control over Hormuz

Iran sought to assert control over Strait of Hormuz by saying that ships need its permission and mandatory insurance to cross, even as the US said that 20 ships sailed through overnight via a route it recommends along Oman’s coast. The conflicting signals come as the shipping industry tries to assess whether it is safe to transit the world’s most important energy chokepoint and what sort of system will emerge after the US and Tehran reached an interim peace deal to reopen the strait. The number.

◇ unclassifiedchina · asia · iran
22d06/19⚠ war-conflict · 3/5

Kuwait Says Oil Output Could Hit 2 Million Bpd Within a Week

Kuwait expects to raise its oil production to 2 million barrels per day (bpd) within a week, up from an average of 573,000 bpd in May, amid the reopening of the Strait of Hormuz. This estimate was given by Sheikh Nawaf Saud Al-Sabah, deputy chairman and CEO of Kuwait Petroleum Corporation (KPC), to Kuwait News Agency, before the collapse of the talks between the U.S. and Iran on Friday. “Prewar production levels could be restored within weeks once regular international commercial shipping to Kuw

◇ unclassifiedmiddle-east · russia · usa
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