China tech on track

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China to pursue “high-quality development” rather than macro stimulus – and the stock market likes it

David P. Goldman discusses China’s recent monetary policy decisions and details how Beijing’s leadership is focused on shifting investment away from low-productivity property towards high-productivity industries, with recent stock market performance reflecting expectations of future productivity gains, particularly in technology stocks and industrial automation.

Collapse of the Ukrainian front within Russia’s reach

James Davis unpacks recent significant battlefield victories by Russian forces, who have captured strategic strongholds such as Avdeyevka and are advancing towards other key towns like Chasov Yar and Kupyansk, the capture of which would provide Mosocow with a broad field for operational maneuvers and signify the total collapse of the Ukrainian front.

Misconceptions of Japan’s role in China’s chip equipment surge

Scott Foster writes that despite concerns about aiding Beijing’s semiconductor goals, analysts see investment opportunities in Chinese semiconductor equipment manufacturers amid reported strong demand from China, with a shifting focus from cost to supply security due to US sanctions creating investment potential in the semiconductor industry.