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SSAB - April 10, 2025
Published 1 year ago
Description
Rally! Then a fall! This is a traders’ market for sure!
A pause on tariffs! Ninety days of relief puts us into July: another bad time for the market.
China should import more! The point seems to be that China has built a walled-off country within which it EXPORTS to the world, but doesn’t really bring anything in, ie IMPORTS, like the US does. Is this protectionist or just a smart move? Or is it Mao all over again?https://www.cfr.org/blog/china-should-import-more (from 2018)
Apparently global trade has been slowing for a long time.https://www.cfr.org/blog/ecb-slowdown-global-trade (from 2016)
If they need to import more, then is it a good time to open a business here? What are the downsides? What are the upsides?
It looked as though agricultural stocks were doing well in China for a bit, bit that seems to have dissipated. Eg, 巴比食品 (605338). Beer stocks were also doing well, same with EVs or their parts manufacturers: 科林科技 (603626)， 天顺股份 (002800), and then a baby formula company I’ve traded before 贝因美 （002570）.
Curious: why doesn’t Beijing have more trees, etc.? Security cameras.
Donate to the show! PayPal link below!
https://www.paypal.me/stevensirski?locale.x=en_CA
***Show notes n tracks up on stevensirski.com
And on Notion: https://stevensirski.notion.site/SSAB-The-Audio-Blog-of-Steven-Sirski-00acfe344e164bfab191d3cddf6952b2?pvs=4
Newsletter over at stevensirski.substack.com
Language vlog on http://www.youtube.com/@stevenslanguagevlog
Hope you have a great Thursday!
00:00 Introduction and Market Overview02:10 Internet Issues and VPN Troubles04:53 Gold, Oil, and Cryptocurrency Insights06:43 Tariffs and Market Predictions10:34 China's Trade and Manufacturing Dynamics22:19 Starting a Business in China30:23 Agricultural and Food Stocks32:25 Beijing's Lack of Trees Explained34:36 Conclusion and Farewell
A pause on tariffs! Ninety days of relief puts us into July: another bad time for the market.
China should import more! The point seems to be that China has built a walled-off country within which it EXPORTS to the world, but doesn’t really bring anything in, ie IMPORTS, like the US does. Is this protectionist or just a smart move? Or is it Mao all over again?https://www.cfr.org/blog/china-should-import-more (from 2018)
Apparently global trade has been slowing for a long time.https://www.cfr.org/blog/ecb-slowdown-global-trade (from 2016)
If they need to import more, then is it a good time to open a business here? What are the downsides? What are the upsides?
It looked as though agricultural stocks were doing well in China for a bit, bit that seems to have dissipated. Eg, 巴比食品 (605338). Beer stocks were also doing well, same with EVs or their parts manufacturers: 科林科技 (603626)， 天顺股份 (002800), and then a baby formula company I’ve traded before 贝因美 （002570）.
Curious: why doesn’t Beijing have more trees, etc.? Security cameras.
Donate to the show! PayPal link below!
https://www.paypal.me/stevensirski?locale.x=en_CA
***Show notes n tracks up on stevensirski.com
And on Notion: https://stevensirski.notion.site/SSAB-The-Audio-Blog-of-Steven-Sirski-00acfe344e164bfab191d3cddf6952b2?pvs=4
Newsletter over at stevensirski.substack.com
Language vlog on http://www.youtube.com/@stevenslanguagevlog
Hope you have a great Thursday!
00:00 Introduction and Market Overview02:10 Internet Issues and VPN Troubles04:53 Gold, Oil, and Cryptocurrency Insights06:43 Tariffs and Market Predictions10:34 China's Trade and Manufacturing Dynamics22:19 Starting a Business in China30:23 Agricultural and Food Stocks32:25 Beijing's Lack of Trees Explained34:36 Conclusion and Farewell