Tuesday 11/04/23

In MACRO NEWS, China ups the ante with Taiwan and we look at the positives of the CPTPP. In BUSINESS & CONSUMER NEWS, US companies see a massive fall in profits, Europe's biggest SPAC closes, the first batch of China IPOs under new rules launch, corporate activism hits new highs and supply chain recovery boosts optimism while UK consumer spending rises, first-time buyers focus on smaller homes and Norway sees billionaires depart. In TECH NEWS, Apple has hopes for India, Beijing targets tech, ByteDance posts record profits, AI data breaches cause concern and OneWeb/Eutelsat valuations hit reality. In MISCELLANEOUS NEWS, Tesla increases China investment, Chinese EVs hit the UK, Teck rejects Glencore's unsolicited bid and European commercial real estate creaks.AND FINALLY, I bring you some travel advice...


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