Jackson
๐ค SpeakerAppearances Over Time
Podcast Appearances
Japan's Toyo Engineering jumped 20%, Daiichi Kigenso rose 25%, and Australia's Linus Rare Earths climbed roughly 16%.
But investors are less hopeful about Japan's broader exporters.
China's controls extend to hundreds of items that manufacturers rely on.
Automakers, machinery firms, and defense companies all fell, with higher input costs and supply delays expected to squeeze margins.
Still, these trade disputes haven't scared investors away from Chinese stocks.
Many believe AI investment, government support, and overseas expansion can help corporate profits moving.
They see the geopolitical risk as one to manage, not a reason to walk away.
Goldman Sachs agrees too.
It expects the MSCI China index to climb about 20% this year.
Of course, if companies start missing targets, that confidence could fade fast.
That's it for today.
I'm Jackson, and I'll see you tomorrow.
I'm an inventor.
to a towel called Wipe Right.
It's a head, shoulders, knees, and toes.
It is for mostly college students because they always reuse their towels, but they always forget what body part they dried off with.
And if I was in college or if I was reusing my towel, I would want to...
to know where I wiped my butt last instead of my head.