China is seeking to elevate commercial health insurance into a stronger pillar of its health care system, but structural weaknesses continue to limit its role. After nearly a decade of rapid growth, the sector’s premium income approached 1 trillion yuan ($140 billion) last year, still short of the 2 trillion yuan target set in 2020. This year’s government work report mentioned commercial health in...
China is seeking to elevate commercial health insurance into a stronger pillar of its health care system, but structural weaknesses continue to limit its role. After nearly a decade of rapid growth, the sector’s premium income approached 1 trillion yuan ($140 billion) last year, still short of the 2 trillion yuan target set in 2020. This year’s government work report mentioned commercial health insurance for the first time, placing it within the framework of a multitiered medical security system. Authorities and industry participants are discussing stronger support, including subsidies, tax incentives and closer coordination with the basic medical insurance (BMI) system.
Kimberly-Clark de México, S. A. B. de C. V. press release ( KCDMY ): Q1 GAAP EPS of P$0.68. Revenue of P$14.33M (+3.6% Y/Y) misses by $812.78M . More on Kimberly-Clark de México, S. A. B. de C. V. Kimberly-Clark de México, S. A. B. de C. V. (KCDMY) Q4 2025 Earnings Call Transcript Historical earnings data for Kimberly-Clark de México, S. A. B. de C. V. Dividend scorecard for Kimberly-Clark de Méxi...
Kimberly-Clark de México, S. A. B. de C. V. press release ( KCDMY ): Q1 GAAP EPS of P$0.68. Revenue of P$14.33M (+3.6% Y/Y) misses by $812.78M . More on Kimberly-Clark de México, S. A. B. de C. V. Kimberly-Clark de México, S. A. B. de C. V. (KCDMY) Q4 2025 Earnings Call Transcript Historical earnings data for Kimberly-Clark de México, S. A. B. de C. V. Dividend scorecard for Kimberly-Clark de México, S. A. B. de C. V. Financial information for Kimberly-Clark de México, S. A. B. de C. V.
THEGIFT777/iStock via Getty Images Investment Thesis Sibanye Stillwater Limited ( SBSW ) may be one of the best opportunities in the precious metals segment, still flat year-to-date despite a meteoric rise in the last twelve months. The stock rose over 168% in the last twelve months as it continues its turnaround. In my view, this is just the beginning as it continues to ramp up operations everywh...
THEGIFT777/iStock via Getty Images Investment Thesis Sibanye Stillwater Limited ( SBSW ) may be one of the best opportunities in the precious metals segment, still flat year-to-date despite a meteoric rise in the last twelve months. The stock rose over 168% in the last twelve months as it continues its turnaround. In my view, this is just the beginning as it continues to ramp up operations everywhere (not just in South Africa, but also in Finland, in the US…) permitting it to even pay the first dividend since 2023, paying a 2.3% dividend yield. Data by YCharts Commodity investors should not miss out on this stock, which may just be the best commodity idea of 2026. With a forward P/E of less than 4x, the stock is in deep value territory, and its management continues to execute successfully on its ramp-up. Business Overview Sibanye Stillwater is one of the main producers and refiners of PGMs (Platinum Group Minerals), as well as of gold. Besides PGMs, it produces a wide variety of different metals such as copper, silver, zinc… With this wide variety of mining comes the building of knowledge and experience within the group and the ability to expand its presence in supply chains with vertical integration. Indeed, the business also processes battery metals and invests in the circular economy by increasing its recycling capabilities. Sibanye Stillwater Investor Factsheet The company is not only diversified from a products standpoint but also geographically. The stock is often referred to as a South African stock due to its expansive mining operations (primarily PGMs and gold) in South Africa, which probably impacts its valuation. But the NYSE-listed stock has been significantly ramping up operations across the globe. According to the operating guidance for 2026, while most of the PGM production will be in South Africa, the gold to be mined will already be roughly 60/40 between South Africa and the US, and the lithium is exclusively from Australia. Sibanye Stillwater Finan...
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York, on April 20, 2026. Timothy A. Clary | AFP | Getty Images U.S. stock futures rose early Wednesday after President Donald Trump extended the U.S. ceasefire in Iran . S&P 500 futures added 0.55%, while Nasdaq 100 futures gained 0.73%. Futures tied to the Dow Jones Industrial Average rose by 207 points, or...
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York, on April 20, 2026. Timothy A. Clary | AFP | Getty Images U.S. stock futures rose early Wednesday after President Donald Trump extended the U.S. ceasefire in Iran . S&P 500 futures added 0.55%, while Nasdaq 100 futures gained 0.73%. Futures tied to the Dow Jones Industrial Average rose by 207 points, or 0.44%. All three major averages had settled lower as investors grew concerned that the U.S. and Iran would not be able to reach a peace deal by Wednesday, when the tenuous ceasefire between the two nations was set to expire. The S&P 500 shed 0.63%, while the Nasdaq Composite fell 0.59%. The Dow Jones Industrial Average lost 293 points, or 0.59%. However, shortly after the market closed, Trump extended the two-week U.S. ceasefire, saying it was warranted due to Tehran's "seriously fractured" government. "Based on the fact that the Government of Iran is seriously fractured, not unexpectedly so and, upon the request of Field Marshal Asim Munir, and Prime Minister Shehbaz Sharif, of Pakistan, we have been asked to hold our Attack on the Country of Iran until such time as their leaders and representatives can come up with a unified proposal," the president said in a Truth Social post . He continued: "I have therefore directed our Military to continue the Blockade and, in all other respects, remain ready and able, and will therefore extend the Ceasefire until such time as their proposal is submitted, and discussions are concluded, one way or the other." But the timeline remains dicey, after a lack of commitment from Tehran resulted in a pause in Vice President JD Vance 's trip to join peace talks, according to reports from The New York Times and Axios , which cited U.S. officials with knowledge of the situation. Iranian state media reported on Wednesday that negotiators from Tehran said they wouldn't appear as talks with the U.S. were a "waste of time." Last week, the S&P 500 er...
The Swiss government is set to present softened bank capital rules later today, according to the news portal Tippinpoint, in a move that would reduce the expected impact for UBS Group AG . The so-called ordinance will allow UBS to continue counting deferred tax assets toward its regulatory capital, the report said citing unidentified sources. UBS will also be allowed to remove software from that m...
The Swiss government is set to present softened bank capital rules later today, according to the news portal Tippinpoint, in a move that would reduce the expected impact for UBS Group AG . The so-called ordinance will allow UBS to continue counting deferred tax assets toward its regulatory capital, the report said citing unidentified sources. UBS will also be allowed to remove software from that metric over a period of three years, it said. A spokesperson for the finance ministry, which leads preparations for the announcement, declined to comment to Bloomberg News. A UBS spokesperson declined as well. The two changes would substantially lower the impact on UBS’s capital buffer compared with the initial proposals. Those would have fully deducted software and DTAs from so-called CET1 capital right away. UBS has estimated that its CET1 capital would drop by roughly $11 billion in that scenario. UBS shares erased previous losses on the news and were up 0.9% at 10:26 a.m. The Swiss government, or Federal Council, is also set to present a draft law to determine how much in additional capital UBS needs to hold at home against activities abroad. Bern has publicly said it wants to see the lender back those up with 100% CET1 capital. The government will stick to that plan, Tippinpoint reported. Read More: UBS Set for Long-Awaited Clarity on Switzerland’s Capital Rules People familiar with the government’s thinking said earlier this year that the Federal Council will likely end up presenting a softened version of the ordinance, which would provide some relief to UBS. But they also said the government intends to keep the draft law on foreign subsidiaries as previously outlined, meaning it will probably submit a bill to parliament proposing full capital backing. The full capital backing of foreign units would lead to a fresh need of about $20 billion at UBS’s domestic entity UBS AG, according to the bank’s latest projections. The bill needs parliamentary approval, a process that...
US Federal Reserve chair nominee Kevin Warsh’s policy vision – outlined during his Senate confirmation hearing – signals an extension of “America First” into monetary policy, Chinese analysts said. “Warsh’s policy proposals … mark a shift from acting as a ‘global central bank’ supplying unlimited liquidity worldwide to a new approach focused on tightly controlling the overall monetary spigot, prio...
US Federal Reserve chair nominee Kevin Warsh’s policy vision – outlined during his Senate confirmation hearing – signals an extension of “America First” into monetary policy, Chinese analysts said. “Warsh’s policy proposals … mark a shift from acting as a ‘global central bank’ supplying unlimited liquidity worldwide to a new approach focused on tightly controlling the overall monetary spigot, prioritising domestic productivity and emphasising monetary sovereignty,” analysts at China...
In the spring of 2026, amid a fragile ceasefire in the Strait of Hormuz, President Donald Trump continues to insist that the United States is untouched by disruptions in the Persian Gulf. “We don’t use it”, he has claimed, echoing years of “energy dominance” rhetoric. The numbers tell a different story. The United States remains a net importer of crude oil. Its refineries are engineered for the me...
In the spring of 2026, amid a fragile ceasefire in the Strait of Hormuz, President Donald Trump continues to insist that the United States is untouched by disruptions in the Persian Gulf. “We don’t use it”, he has claimed, echoing years of “energy dominance” rhetoric. The numbers tell a different story. The United States remains a net importer of crude oil. Its refineries are engineered for the medium sour barrels that flow through the Hormuz Strait. And the global price shock triggered by the...
Artificial intelligence (AI) skeptics believe that spending on data center infrastructure is about to peak. More than $700 billion is expected to be spent on AI infrastructure this year, which is more than the gross domestic product of all but two dozen countries. That's a massive amount of money, but the companies leading the charge on this spending have shown no signs of letting up. Most have pu...
Artificial intelligence (AI) skeptics believe that spending on data center infrastructure is about to peak. More than $700 billion is expected to be spent on AI infrastructure this year, which is more than the gross domestic product of all but two dozen countries. That's a massive amount of money, but the companies leading the charge on this spending have shown no signs of letting up. Most have publicly said they see AI as a once-in-a-generation opportunity and would rather risk overspending than underspending. And while investors like Michael Burry have questioned their returns, top tech companies have all said the AI chips they are buying have longer useful lives than assumed and that they are getting strong returns on their investments. Image source: Getty Images. Continue reading
Valmont Industries is capitalizing on the AI boom through its infrastructure segment while its profitable agriculture division awaits the next farm supercycle.
Valmont Industries is capitalizing on the AI boom through its infrastructure segment while its profitable agriculture division awaits the next farm supercycle.