ronniechua China’s economy is starting the year in a weak position rather than a strong one; official reports indicate that both factories and service businesses are actually shrinking. The RatingDog China General Manufacturing PMI rose to 50.3 in January 2026 from 50.1 in December, indicating slight factory growth and the fastest progress since last October, driven by increased new orders and exp...
ronniechua China’s economy is starting the year in a weak position rather than a strong one; official reports indicate that both factories and service businesses are actually shrinking. The RatingDog China General Manufacturing PMI rose to 50.3 in January 2026 from 50.1 in December, indicating slight factory growth and the fastest progress since last October, driven by increased new orders and export orders. In contrast, China’s official NBS Manufacturing PMI fell to 49.3, suggesting a decline in factory activity due to weak demand and cautious business sentiment. The NBS Non-Manufacturing PMI also dropped to 49.4, the lowest since December 2022, reflecting weak demand and spending worries. Additionally, the NBS Composite PMI Output Index decreased to 49.8 from December's high of 50.7. "Overall, the manufacturing sector maintained growth in January, characterized by a marginal recovery in demand and slight improvements in employment. However, business confidence slipped, and growth momentum remains weak. Looking ahead, if cost pressures persist while demand recovery is limited, profit margins will remain under pressure. Policy support for initiatives may consolidate the recovery momentum in 2026," said Yao Yu, Founder at RatingDog. On Monday, the Shanghai Composite fell 0.4% to around 4,100 while the Shenzhen Component dropped 0.8% to 14,090 on Monday, extending losses from the previous session as investors digested January manufacturing data , and the offshore yuan strengthened to around 6.95 per dollar on Monday, reversing the previous week’s losses and approaching a thirty-three-month high, after a strong manufacturing PMI data boosted sentiment. ETFs: (NYSEARCA: FXI ), (NYSEARCA: KWEB ), (NYSEARCA: CQQQ ), (NASDAQ: MCHI ), (NYSEARCA: ASHR ), (NYSEARCA: YINN ), (NYSE: TDF ), (NYSEARCA: CHIQ ), (NYSEARCA: GXC ), (NYSEARCA: EWH ), (NYSEARCA: KBA ), (NYSEARCA: YANG ), (NASDAQ: CXSE ), (NYSE: CAF ), (NYSEARCA: CWEB ), (NASDAQ: PGJ ), (NYSEARCA: KURE ). Currency: ( CN...
(RTTNews) - Chinese automaker BYD Co. Ltd. (BYDDY, 1211.HK) reported Monday lower production and sales volume in the month of January. In Hong Kong, the shares were losing around 8 percent, trading at HK$90.100. In January, total production volume fell 29.13 percent to 232,358 vehicles from 327,864 vehicles last year. New energy vehicle declined 29.1 percent year-over-year to 232,358 units. Passen...
(RTTNews) - Chinese automaker BYD Co. Ltd. (BYDDY, 1211.HK) reported Monday lower production and sales volume in the month of January. In Hong Kong, the shares were losing around 8 percent, trading at HK$90.100. In January, total production volume fell 29.13 percent to 232,358 vehicles from 327,864 vehicles last year. New energy vehicle declined 29.1 percent year-over-year to 232,358 units. Passenger vehicle's production dropped 29.6 percent to 227,835 units. The production of Battery electric vehicle plunged 35.7 percent, and Plug-in hybrid electric vehicle fell 25.2 percent. However, Commercial vehicle prouction climbed 11.60 percent with 54.6 percent growth in Bus production. In the month, sales volume totaled 210,051 units, down 30.1 percent from 300,538 units a year ago. New energy vehicle sales fell 30.11 percent to 210,051 units. Passenger vehicle sales were down 30.7 percent, Battery electric vehicle sales were down 33.6 percent, and Plug-in hybrid electric vehicle sales fell 28.5 percent. Sales of commercial vehicle grew 10.78 percent with 54.6 percent growth in bus sales. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Racksuz/iStock via Getty Images I have seen too many comparisons between Advanced Micro Devices ( AMD ) and Nvidia Corp. ( NVDA ) to remain silent any longer. For the life of me, I cannot fathom why these two companies are being seen as competitors and not as they should - two businesses with admittedly significant revenue overlaps but as diverse as they can be from at least three crucial angles: ...
Racksuz/iStock via Getty Images I have seen too many comparisons between Advanced Micro Devices ( AMD ) and Nvidia Corp. ( NVDA ) to remain silent any longer. For the life of me, I cannot fathom why these two companies are being seen as competitors and not as they should - two businesses with admittedly significant revenue overlaps but as diverse as they can be from at least three crucial angles: Target Market and Segments R&D Strategies Downside Risk Protection The overarching difference that unifies these and other aspects of these two companies is the horizontal versus vertical growth that these companies seem to be aiming for, each very successful in their respective quests. If you know my work, I have been very bearish on Nvidia, not because of any fundamental reason, but because I see far too much risk for the average retail investor. Long-term bulls have disagreed vociferously with my views, but I still posit that NVDA is not the ideal way to invest in the AI landscape. So, why does AMD deserve an independent look outside the context of data center GPU dominance alone? This is precisely where the three crucial angles above play a role. I shall elaborate, and in doing so, I hope to show that if you disagree with my Strong Sell thesis on NVDA, then please consider a holding of AMD as a pairing, because it actually reduces the overall risk of any AI-focused portfolio. Short version: Strong Buy for AMD, especially if you hold a large NVDA weighting in your portfolio. Target Markets - NVDA Goes High, AMD Hits the Middle The difference in price points between the respective products of each company is a key differentiator and defines the market for each of these companies. NVDA's target market, to put it very bluntly, comprises anyone willing to pay the 'CUDA premium.' The GB200 NVL72 all-in cost can go up to $3 million or more per rack, and the GB300 NVL72 is priced at around $4 million and up. The latter is already available as of Q1 2026 (calendar quarter). The ...
Racksuz/iStock via Getty Images I have seen too many comparisons between Advanced Micro Devices ( AMD ) and Nvidia Corp. ( NVDA ) to remain silent any longer. For the life of me, I cannot fathom why these two companies are being seen as competitors and not as they should - two businesses with admittedly significant revenue overlaps but as diverse as they can be from at least three crucial angles: ...
Racksuz/iStock via Getty Images I have seen too many comparisons between Advanced Micro Devices ( AMD ) and Nvidia Corp. ( NVDA ) to remain silent any longer. For the life of me, I cannot fathom why these two companies are being seen as competitors and not as they should - two businesses with admittedly significant revenue overlaps but as diverse as they can be from at least three crucial angles: Target Market and Segments R&D Strategies Downside Risk Protection The overarching difference that unifies these and other aspects of these two companies is the horizontal versus vertical growth that these companies seem to be aiming for, each very successful in their respective quests. If you know my work, I have been very bearish on Nvidia, not because of any fundamental reason, but because I see far too much risk for the average retail investor. Long-term bulls have disagreed vociferously with my views, but I still posit that NVDA is not the ideal way to invest in the AI landscape. So, why does AMD deserve an independent look outside the context of data center GPU dominance alone? This is precisely where the three crucial angles above play a role. I shall elaborate, and in doing so, I hope to show that if you disagree with my Strong Sell thesis on NVDA, then please consider a holding of AMD as a pairing, because it actually reduces the overall risk of any AI-focused portfolio. Short version: Strong Buy for AMD, especially if you hold a large NVDA weighting in your portfolio. Target Markets - NVDA Goes High, AMD Hits the Middle The difference in price points between the respective products of each company is a key differentiator and defines the market for each of these companies. NVDA's target market, to put it very bluntly, comprises anyone willing to pay the 'CUDA premium.' The GB200 NVL72 all-in cost can go up to $3 million or more per rack, and the GB300 NVL72 is priced at around $4 million and up. The latter is already available as of Q1 2026 (calendar quarter). The ...
Aviation leaders tackled barriers to growth and the impact of geopolitical tensions on the eve of the Singapore Airshow on Monday, while reaffirming pledges to reduce emissions. Supply chain problems were hurting global airlines and would remain for some time to come, the head of the International Air Transport Association (IATA) warned industry leaders and regulators. “This disruption continues t...
Aviation leaders tackled barriers to growth and the impact of geopolitical tensions on the eve of the Singapore Airshow on Monday, while reaffirming pledges to reduce emissions. Supply chain problems were hurting global airlines and would remain for some time to come, the head of the International Air Transport Association (IATA) warned industry leaders and regulators. “This disruption continues to have a major impact,” IATA Director General Willie Walsh said at the Changi Aviation Summit, ahead of Asia’s largest air show. Advertisement Planemakers Airbus and Boeing have faced supply chain problems since the Covid-19 pandemic, while engine makers like GE Aerospace and Pratt and Whitney are having to juggle competing demands from new plane assembly and maintenance. Aviation is also navigating geopolitical changes, including US import tariffs that have upended flows of air freight. Boeing 737 Max 8 jets are assembled in Renton, Washington, in October last year. Photo: The Seattle Times/TNS “I think the impact of geopolitical change was much more obvious on the air cargo side of the business than on the passenger side,” Walsh said.
US President Donald Trump said on Sunday he planned to close the John F. Kennedy Memorial Centre for the Performing Arts for two years for reconstruction starting in July. The national arts and entertainment centre in Washington has been marked by turmoil in recent months following Trump’s appointment of himself as chairman, his push to change the organisation’s focus, plans for reconstruction, ...
US President Donald Trump said on Sunday he planned to close the John F. Kennedy Memorial Centre for the Performing Arts for two years for reconstruction starting in July. The national arts and entertainment centre in Washington has been marked by turmoil in recent months following Trump’s appointment of himself as chairman, his push to change the organisation’s focus, plans for reconstruction, and the board’s addition of his name to the institution. Under Trump’s plan, the centre would close on July 4, the 250th anniversary of the signing of the Declaration of Independence. Advertisement “I have determined that the fastest way to bring The Trump Kennedy Center to the highest level of Success, Beauty, and Grandeur, is to cease Entertainment Operations for an approximately two year period of time, with a scheduled Grand Reopening that will rival and surpass anything that has taken place with respect to such a Facility before,” Trump wrote on the social media platform Truth Social. The Kennedy Centre in Washington. Photo: AP Trump’s announcement came days after the premiere of Melania, a documentary of the US first lady was shown at the centre.
(RTTNews) - Ono Pharmaceutical Co. Ltd. (OPHLF) released a profit for its nine months that Increases, from the same period last year The company's earnings came in at JPY68.949 billion, or JPY146.70 per share. This compares with JPY56.592 billion, or JPY120.42 per share, last year. Excluding items, Ono Pharmaceutical Co. Ltd. reported adjusted earnings of JPY89.974 billion or JPY191.50 per share f...
(RTTNews) - Ono Pharmaceutical Co. Ltd. (OPHLF) released a profit for its nine months that Increases, from the same period last year The company's earnings came in at JPY68.949 billion, or JPY146.70 per share. This compares with JPY56.592 billion, or JPY120.42 per share, last year. Excluding items, Ono Pharmaceutical Co. Ltd. reported adjusted earnings of JPY89.974 billion or JPY191.50 per share for the period. The company's revenue for the period rose 6.0% to JPY397.036 billion from JPY374.562 billion last year. Ono Pharmaceutical Co. Ltd. earnings at a glance (GAAP) : -Earnings: JPY68.949 Bln. vs. JPY56.592 Bln. last year. -EPS: JPY146.70 vs. JPY120.42 last year. -Revenue: JPY397.036 Bln vs. JPY374.562 Bln last year. -Guidance: Full year EPS guidance: JPY 193.71 Full year revenue guidance: JPY 490.000 B The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.