China's earnings season is just getting started. Here are some winners to watch

While big questions swirl about China's macro policy, some sectors are seeing fundamentals shift in their favor.

source https://www.cnbc.com/2023/07/23/chinas-earnings-season-is-just-getting-started-winners-to-watch.html

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THE NEWYORK TIMES

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THE NEWYORK TIMES

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Jeffrey Gundlach says all the 'Goldilocks' talk makes him nervous, thinks recession is still likely

DoubleLine Capital CEO Jeffrey Gundlach believes the Federal Reserve poured cold water on hopes for a "Goldilocks" scenario benefiting risk assets. source https://www.cnbc.com/2024/01/31/gundlach-says-goldilocks-talk-makes-him-nervous-sees-likely-recession.html

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China's earnings season is just getting started. Here are some winners to watch

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Jeffrey Gundlach says all the 'Goldilocks' talk makes him nervous, thinks recession is still likely