China EV retail sales fell 20.0%
China's retail sales of electric vehicles (EVs) fell 20.0% year-on-year in January 2026, totaling only 596,000 units, compared to 744,000 units in January 2025. (Source: China Passenger Car Association)
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The Great Rotation: When Capital Tires of AI, Who Takes the Reins?
Over the past two months, Small-Cap Value stocks have surged by 8.9%, emerging as the unexpected dark horse of early 2026. This phenomenon, known as the "Great Rotation," signals a shift from overextended tech valuations into the high-yield, tangible assets of the "Old Economy." Here
The Iran Factor: Oil Spikes This Monday—Will the Stock Market Crack?
Monday’s open will be a moment of "Survival Repricing" for global markets. The joint U.S.-Israel military strikes on Iran are no longer just breaking news; they represent a fundamental shift in geopolitical risk. While a gap-up in oil prices is nearly certain, the real question
China’s Central Bank (PBoC) is tapping the brakes on RMB appreciation
Starting March 2, the reserve requirement for FX forward trading drops from 20% to 0. The message is loud and clear: Beijing will not sacrifice its export advantage for a runaway currency. Why now? It’s a 180-degree pivot. By lowering the cost of buying USD, the PBoC is neutralizing
The Mid-Game Reset: AI Conviction Enters the "Deep Water"
If the initial post-earnings dip was an emotional vent, Friday’s 4.2% slide in NVIDIA signals a deeper fracture in bullish conviction. $NVDA’s continued slump has dragged down the SOX and the broader AI sector. The signal is clear: The S&P 500 Info Tech sector is