.... Statistics indicate a decline in retail sales and investment activity—a sign that the post-pandemic recovery is entering a more challenging phase. Beijing announced a series of targeted economic support measures (stimulating domestic demand, tax benefits for businesses); however, global investors doubt whether these steps are sufficient to accelerate growth to targeted levels of ~5.5-6% per year. Further pressure on sentiment in Asia comes from trade and political factors. After the introduction ...

... between major economies and escalating sanction rhetoric are currently unfolding on a global level. The outcome of this confrontation will largely determine the conditions of global oil and gas trade. Investors are closely watching whether the economic benefits of new export agreements will outweigh the potential downsides of sanction limitations, as this will influence the long-term balance of supply and demand in global energy markets. Electricity and Renewables: Record Consumption and Growth of Green ...

... (up 13.9% year-on-year), revenue of ~$9.53 billion (up 3.3% year-on-year). Despite modest revenue growth, profit is rising faster due to margin improvement. Commentary: Lithia—a major automotive dealership network in the U.S. (brand Driveway)—is benefiting from consistently high demand for used vehicles and expanding its footprint through acquisitions. Investors should watch comparable sales at existing dealerships and inventory levels. EPS growth coupled with moderate revenue growth indicates ...

... (GDP $15 trillion) with over a billion consumers, has nurtured giant platforms that have become unicorns (e.g., Bytedance, Shein). In comparison, the economies of the U.K. ($2.7 trillion) and India (~$3.4 trillion) are considerably smaller, but India benefits from its colossal population (1.4 billion)—even with a relatively low GDP per capita, demand for digital services is immense. A substantial domestic market enables startups to achieve $1 billion in revenue/valuation more quickly, relying on ...

... Grumman (NOC) – giants of the US defense industry. Their reports are particularly significant against the backdrop of heightened geopolitical tensions. Key aspects will include new order volumes, defense budgets, and management forecasts. Both firms benefit from rising defense spending, and their corporate results serve as a barometer for the entire aerospace and defense sector. Additionally, RTX (formerly Raytheon Technologies), a major player in the aerospace industry that combines Pratt & Whitney ...