Be in the know. 10 key reads for Monday…

  1. u.S.-China pledge to stabilize deteriorating ties, resume high-level talks after Blinken visit (marketwatch)
  2. Xi, Blinken agree to stabilize US-China relations in Beijing talks (reuters)
  3. Alibaba and more: Morgan Stanley names 5 global stocks with at least 50% upside (cnbc)
  4. Intel Makes $25 Billion Israel Push As U.S.-China Chips War Intensifies (barrons)
  5. Down 15 per cent on Chinese stocks, William Blair fund manager calls a 20 per cent rally in post-stimulus re-rating (scmp)
  6. Jack Ma Reportedly Propounds Taotian Group to Return to Taobao in Future (aastocks)
  7. China Approves First Share Sale by Developer Since Ban Lifted (bloomberg)
  8. How Softbank’s Sale Increased Alibaba’s Market Cap (chinalastnight)
  9. Eli Lilly’s (LLY) migraine drug Emgality fails to meet primary endpoint in trial (streetinsider)
  10. US, China Upbeat on Ties After Blinken Visit But Few Specifics (bloomberg)
  11. Xi Tells Blinken ‘Very Good’ That Progress Made (bloomberg)
  12. Delayed Stimulus Feeds Worries Over China’s Economy (bloomberg)
  13. China and US Hit Pause on Tensions — For Now: Balance of Power (bloomberg)
  14. US Homebuilder Sentiment Increases to an Almost One-Year High (bloomberg)
  15. Josh Younger on the Surprising Origins of Eurodollars and Petrodollars (bloomberg)