What I Am Reading
Monday, September 27, 2021
Markets
Evergrande
- What are the systemic risks of an Evergrande collapse?Economist
- China Faces a Reckoning With Evergrande Crisis. What Could Come Next.Barron's
- Niall Ferguson: Evergrande Is a Victim of Xi Jinping's China CrisisBloomberg
- China response to Evergrande influenced by links to Xi's rivalsNikkei Asia
- China Power Crunch Is Next Economic Shock Beyond EvergrandeBloomberg
US I
US II
Europe
- German Social Democrats beat conservatives in vote to decide Merkel successorReuters
- The mess Merkel leaves behindEconomist
- Parts of Germany are desperate for more peopleEconomist
- Germany’s urgent need for greater public investmentEconomist
- UK warned visa plan to fix truck driver shortage will not solve crunchReuters
China
Geopolitics & trade
Industries & companies
- Autos:Tesla drivers can request FSD Beta with a button press, despite safety concernsCNBC
- Bio Tech:Medicine’s Golden Age Is Dawning. 10 Stocks to Play the Latest InnovationsBarron's
- Energy:Li-Cycle Stock Is a Smart Play on Electric-Vehicle BatteriesBarron's
- Financials:Bank Mergers Will Continue Ramping Up. Here’s Why.Barron's
- Media:Marvel's 'Shang-Chi' is the highest-grossing domestic release of 2021CNBC
- Media:'Dear Evan Hansen' opens with $7.5 million at domestic box officeCNBC
- Media:Apple told a showbiz union it had less than 20 million TV+ subscribersCNBC
- Real Estate:Beware the backlash as financiers muscle into rental propertyEconomist
- Tech:IMEC offers neutral ground amid chip rivalriesEconomist
- Travel:The Delta Variant Has Sapped Travel Stocks. What’s Next.Barron's