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"Wood Sister's" 2026 Outlook: An Upgraded Version of "Reaganomics," U.S. stocks continue their "golden age," and a stronger dollar suppresses gold.

"Wood Sister's" 2026 Outlook: An Upgraded Version of "Reaganomics," U.S. stocks continue their "golden age," and a stronger dollar suppresses gold.

ARK Invest founder Cathie Wood (“Muzhu Jie”) released her latest macro outlook in the 2026 New Year’s letter to investors, describing the next three years as “Reaganomics on steroids.” She pointed out that with deregulation, tax cuts, sound monetary policy, and innovative technologies converging, the U.S. stock market

Vietnam sets an annual growth target of 10%, far higher than the previous unfinished target of 6.5%-7%.

Vietnam sets an annual growth target of 10%, far higher than the previous unfinished target of 6.5%-7%.

Vietnam’s top leader To Lam set out an ambitious economic growth target at the party congress, aiming to counter headwinds in global trade through administrative reform and infrastructure investment. According to Xinhua News Agency on January 20, the 14th National Congress of the Communist Party of Vietnam officially opened

Rise of the large aircraft sector: European Aviation Safety Agency completes test flights, C919 accelerates towards global expansion

Rise of the large aircraft sector: European Aviation Safety Agency completes test flights, C919 accelerates towards global expansion

``` Recently, the European Union Aviation Safety Agency (EASA) completed its conformity flight tests for the C919, officially giving a core evaluation of “excellent performance, safe and reliable.” The domestically-produced large aircraft is expected to enter the global market. The large aircraft sector and dual-engine sector have performed outstandingly. China’s

The National Development and Reform Commission stated that this year it will research, formulate, and issue an implementation plan for the 2026–2030 strategic expansion of domestic demand.

The National Development and Reform Commission stated that this year it will research, formulate, and issue an implementation plan for the 2026–2030 strategic expansion of domestic demand.

``` NDRC: Will Further Regulate Local Economic Promotion Practices Wang Changlin, Deputy Director of the National Development and Reform Commission, stated that to promote a higher-level dynamic balance and virtuous cycle in supply, it is necessary to focus market regulation efforts on deepening the construction of a unified national market to

Three Potential Expectation Gaps of Pop Mart

Three Potential Expectation Gaps of Pop Mart

Recently, Pop Mart has faced concerns about the sustainability of its growth due to fluctuations in certain high-frequency data and discussions about prices in the second-hand market. In a report released on January 20, Huatai Securities pointed out that the current market divergence is creating a window of valuation attractiveness,

Is this a currency war? Trump strikes at the dollar, and Sanae Takaichi weakens the yen.

Is this a currency war? Trump strikes at the dollar, and Sanae Takaichi weakens the yen.

``` The global forex market is facing a dual political shock: on one side is Trump’s trade stick pressuring the dollar, and on the other is Japanese Prime Minister Sanae Takaichi’s fiscal stimulus weighing on the yen. According to Chasewind Trading Desk, a report released by Nomura Securities Global

Greenland "situation simulation": A deal that does not "sacrifice" Danish sovereignty? The possibility is getting smaller and smaller.

Greenland "situation simulation": A deal that does not "sacrifice" Danish sovereignty? The possibility is getting smaller and smaller.

Deutsche Bank’s assessment indicates that reaching an agreement without restricting Greenland/Denmark’s sovereignty is looking increasingly unlikely. According to Wind Chaser Trading Desk, Deutsche Bank’s latest research report offers growing clarity—the realistic probability of reaching a “deal” that both satisfies Trump’s strategic objectives and maintains