What I Am Reading
Monday, March 6, 2023
Markets
- The U.S. Stock Market Is Undervalued, but It Looks Like a Rough Road AheadMorningstar
- How to Invest: Holding Cash Will Be a Winning Strategy in 2023, Investors SayBloomberg
- China’s Markets Are Set for a Strong 2023Barron's
- Japan Piled Back Into U.S. Treasurys This Year. Investors Worry It Won’t Last.Wall Street Journal
- Junk-Rated Companies Are Borrowing AgainWall Street Journal
ESG & climate
Central banks
China
- China Sets Conservative Growth Target as Challenges LoomWall Street Journal
- China takes a cautious approach to its economy in 2023CNBC
- China’s prime minister, Li Keqiang, is about to retireEconomist
- China’s New Top TroubleshootersWall Street Journal
- Missing Banker Bao Fan Reignites Fears of China's Xi in TechBloomberg
- Analysis: China's chip sector needs more than state money to dull impact of US restrictionsReuters
US
- Housing Market Momentum Stalls as Critical Spring Season ApproachesWall Street Journal
Europe
India
- Is India’s boom helping the poor?Economist
Geopolitics & trade
Industries & companies
- Agriculture:It's Boom Time for Farmers. Deere and Other Stocks Are Reaping the Riches.Barron's
- Autos:Tesla cuts U.S. Model S and Model X prices between 4% and 9%Reuters
- Autos:EV Startups Brace for Another Tough Year as Cash DwindlesWall Street Journal
- Autos:EVs Boost Chip Demand Despite Semiconductor Makers’ WoesWall Street Journal
- Biotech:How to Invest in Biotech Now.Barron's
- Consumer:Nestle, Tyson, food giants bet on air fryersCNBC
- Tech:Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks.Barron's
- Tech:Chinese firms launch foldable smartphones as Apple rumors swirlCNBC