Page 4 - Alpine Macro News Today

China's shadow bank, Zhongrong International Trust Co., is under fire over a slew of missed payments that have prompted concerns of an economic crisis.

These seven stocks are playing a major role in lifting the US and global indices.

China’s corporate earnings have run below potential in the past decade due to a deleveraging campaign driven by the belief excess stimulus promoted…

MONTREAL, Jan. 17, 2023 (GLOBE NEWSWIRE) -- Alpine Macro, a Montreal-based independent investment research firm, announced that veteran geopolitical...

Could the zero-COVID policy be coming to an end in China?

Could the zero-COVID policy be coming to an end in China?

It’s time to be stock bulls as Beijing’s political will to impose prolonged and strict lockdowns is exhausted, according to Alpine Macro. China will continue to exit from its zero-Covid policy chaotically, but surely.

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

Amundi, Europe’s biggest money manager, is looking past China’s zero-Covid policy to see the brighter side of the stock market, saying concerns about economic growth and earnings are already baked into beaten-down stock prices.

Research firm Alpine Macro recommended a long position on the Hang Seng Tech Index in a report published on Tuesday, but cautioned that existing earnings expectations are “unrealistically benign”.