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In October, India's gold imports surged by 200%.

In October, India's gold imports surged by 200%.

``` India’s gold imports in October reached a historic high, soaring nearly threefold year-on-year to $14.72 billion, pushing the country’s merchandise trade deficit to a record $41.7 billion. This deficit far exceeded market expectations and highlights the dual pressure from festive demand and US tariffs on India’

UBS is optimistic about continued gains in the Chinese stock market next year, with strategies focusing on "going global" and "anti-involution," while a "global AI stock correction" is the main risk.

UBS is optimistic about continued gains in the Chinese stock market next year, with strategies focusing on "going global" and "anti-involution," while a "global AI stock correction" is the main risk.

``` After recording a strong performance in 2025, can the Chinese stock market "leap forward once again" in 2026? According to Trading Wind Desk news, on November 17, UBS released its latest research report "2026 China Equities Strategy Outlook: Another Leap Forward?" stating that there is hope

"The final wave of large-scale supply!" Goldman Sachs predicts: Oil prices will hit bottom in 2026 and begin to rebound in 2027.

"The final wave of large-scale supply!" Goldman Sachs predicts: Oil prices will hit bottom in 2026 and begin to rebound in 2027.

Is the global oil market at the beginning of a "fall first, then rise" cycle? According to Chasewind Trading Desk, Goldman Sachs predicts in its latest long-term outlook report that "the last wave of large-scale supply flood" will lead to a massive surplus of 2 million

Is the market overestimating AI? Goldman Sachs macro team offers a "simple calculation"

Is the market overestimating AI? Goldman Sachs macro team offers a "simple calculation"

``` Author: Zhao Ying Source: Hard AI In the current AI-driven market frenzy, the questions investors care about most are: What is the true value of AI? Has the market already overvalued it? In its latest report, Goldman Sachs’ Macro Strategy Team does not dwell on the prospects of individual companies.

The yen and Japanese government bonds both hit new lows, raising market concerns over "debt risks," and Sanae Takaichi is under immense pressure.

The yen and Japanese government bonds both hit new lows, raising market concerns over "debt risks," and Sanae Takaichi is under immense pressure.

Concerns about Japan's fiscal discipline are causing turbulence in financial markets, with both the yen and Japanese government bonds under pressure. On Tuesday, November 18, the yen fell to 155.37 against the US dollar, hitting a new low since January; the exchange rate against the euro also

After a 36% plunge, Pop Mart still receives strong support from major Wall Street banks: Labubu to launch version 4.0 next year, value not yet fully realized.

After a 36% plunge, Pop Mart still receives strong support from major Wall Street banks: Labubu to launch version 4.0 next year, value not yet fully realized.

For investors focused on the consumer sector, POP MART’s latest developments deserve close attention. Citi pointed out that the market’s concerns about the sustainability of POP MART’s growth and the risk of relying on a single IP are overstated; the company’s core value lies in its

Insurance funds have increased their holdings by over one trillion yuan this year! A super "long-term buyer" has emerged in the A-shares market.

Insurance funds have increased their holdings by over one trillion yuan this year! A super "long-term buyer" has emerged in the A-shares market.

In this year’s persistently strong stock market, a long-term force has been quietly shaping investors’ “structure”—this is insurance capital. For ordinary stockholders, this change may be simply “subtle and gradual.” You may suddenly notice: buying interest in heavyweight stocks is increasing; dividend assets that used to be ignored