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Japanese stocks hit new highs, yen approaches 160! Japan's election to decide fate? Deutsche Bank analyzes three scenarios
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``` Japanese stocks hit new highs, yen approaches 160! Japan's election to decide fate? Deutsche Bank analyzes three scenarios ```

Japanese Prime Minister Sanae Takaichi’s plans to call an early election are stirring financial markets, driving Japanese stocks to new highs, accelerating the yen’s depreciation, and sending bond yields soaring to multi-decade records. Investors are betting that the Liberal Democratic Party might win the election, clearing the way

At the U.S. "Pharma Spring Festival Gala," Chinese pharmaceutical companies have shifted from "optional consumption" to "essential consumption."

At the U.S. "Pharma Spring Festival Gala," Chinese pharmaceutical companies have shifted from "optional consumption" to "essential consumption."

At the latest JPMorgan Global Healthcare Conference, discussions around mergers & acquisitions and external licensing (BD) have noticeably increased among many multinational pharmaceutical companies, with Chinese-origin innovative drug assets repeatedly included as a core topic. According to Chasing Wind Trading Desk, JPMorgan analyzed the role change of Chinese innovative drugs

"Life insurance leader" China Life internal report: Continue to increase allocation to Chinese equity assets!

"Life insurance leader" China Life internal report: Continue to increase allocation to Chinese equity assets!

``` In an environment where low interest rates coexist with long-term liabilities, insurance capital, as one of the most important medium- and long-term funds in the capital market, attracts close attention for its scale of utilization and changes in allocation structure. China Life Asset Management Company, in its report, reviews the

Raised from 80% to 100%, the Shanghai, Shenzhen, and Beijing Stock Exchanges have increased the minimum margin requirement for financing!

Raised from 80% to 100%, the Shanghai, Shenzhen, and Beijing Stock Exchanges have increased the minimum margin requirement for financing!

``` On January 14, 2026, with the approval of the China Securities Regulatory Commission, the Shanghai, Shenzhen, and Beijing Stock Exchanges issued a notice to adjust the margin financing ratio, raising the minimum margin requirement for investors financing the purchase of securities from 80% to 100%. In August 2023, the Shanghai,

The "Physical AI" Turning Point at CES: Robotaxi Moves Toward Scale, Humanoid Robot Supply Chain Quietly Takes Shape

The "Physical AI" Turning Point at CES: Robotaxi Moves Toward Scale, Humanoid Robot Supply Chain Quietly Takes Shape

2026 may mark the beginning of AI’s large-scale advance into the physical world—from walking robots to autonomous vehicles, AI is accumulating ecological hardware. According to Windchase Trading Desk, a research report released by Deutsche Bank on January 13 reveals that its analyst team attended the CES convention in

AI data center power supply chain: Goldman Sachs favors "gas turbine blades and transformers" the most, which presents a major opportunity for Chinese companies of this type.

AI data center power supply chain: Goldman Sachs favors "gas turbine blades and transformers" the most, which presents a major opportunity for Chinese companies of this type.

``` The global wave of AI data center construction is facing a severe “power bottleneck”, especially in the US market. Goldman Sachs believes this represents a historic opportunity for Chinese power supply chain companies with advantages in technology, cost, and delivery speed. According to WindChaser Trading Desk, on January 14th, Goldman

U.S. CPI cools down, but why is the market unresponsive? The data is distorted; the key is to watch next week’s PCE.

U.S. CPI cools down, but why is the market unresponsive? The data is distorted; the key is to watch next week’s PCE.

The US December CPI data appears mild at first glance, but is actually a “fake move” full of pitfalls. According to the latest research reports from Deutsche Bank and Morgan Stanley, this “positive” report is filled with unsustainable noise and statistical distortions. The real test is next week’s PCE