Snapshots That Wow!

The Chinese Factory Empire

Chinese have been setting up factories in target markets of EU and Brazil; and in connector countries such as Mexico and Vietnam that provide access to target markets via trade agreements.

Source: FDI Markets

The Chinese Factory Empire ft. BYD

BYD is becoming a global giant setting up a strong base in emerging countries vs. developed.

Source: high-capacity.com

Breakout in Tariff wars!

Are we making inflation great again?

Source: EY-Parthenon

The Institutional Reaction

Hedge funds dumped global stocks at their fastest pace on record in the 2 weeks ending March 3rd.

Institutional investors’ equities exposure reduction was even sharper than during the 2022 bear market.

As trade war worries mount and uncertainty rises, hedge funds are pulling out of stocks.

Source: Kobeissi Letter

Investing is difficult ft. Germany

Net purchases of German assets ETFs listed in EMEA[1] have climbed to EUR 1.36 billion this year,[2] the most for any similar period since 2015, according to ETFBook (Figure 1). Net flows into funds tracking a DAX family index[3] outpaced the broader market, amounting to EUR 1.38 billion. Of those, EUR 1 billion flowed into ETFs tracking the benchmark DAX, while EUR 190 million was poured into MDAX benchmark funds and EUR 5 million into SDAX benchmark ETFs.

This is despite their economy degrowing and the elections’ outcome.

Source: boerse-frankfurt.de

Wolves (no longer on Wall Street)

An Image Of GPS Tracking Of Multiple Wolves In Six Different Packs Around Voyageurs National Park Shows How Much The Wolf Packs Avoid Each Other's Range

Source: Epic Maps