Be in the know. 20 key reads for Monday…

  1. Chinese Leaders Are Gathering for Policy Talks. How the ‘Third Plenum’ Just Might Lift Stocks. (barrons)
  2. Alibaba Share Repurchase Program Reaches New Heights During June Quarter (alizila)
  3. IOC Leverages Alibaba Cloud’s Energy Expert to Optimize Power Consumption at Paris 2024 Venues (alizila)
  4. President Xi Jinping is presiding over a conclave to draft a new economic program. The stakes are high, but expectations for big changes are modest. (nytimes)
  5. China’s Economic Growth Comes in Worse Than Expected, Adding Pressure on Xi (bloomberg)
  6. Amazon Hits Prime Time for Earnings Expansion (wsj)
  7. What if the A.I. Boosters Are Wrong? (nytimes)
  8. I.’s Insatiable Appetite for Energy (nytimes)
  9. How Value Investors Can Benefit From the UK Rebound (bloomberg)
  10. 4 charts show why Wall Street’s most bullish strategist expects the stock market to triple by 2030 (businessinsider)
  11. Why small caps have the ‘most compelling investment case’ right now (marketwatch)
  12. Small-cap stocks get some revenge after Big Tech rally pauses. How long can they keep it up? (marketwatch)
  13. Fed-favored PCE price gauge set to show easing inflation and raise likelihood of rate cut (marketwatch)
  14. Evictions Surge in Major Cities in the American Sunbelt (wsj)
  15. Goldman Strategists Say Big Tech’s AI Splurge Worries Investors (bloomberg)
  16. Drivers are no longer simply accepting the fact that they have to pay more for car insurance. (wsj)
  17. Open questions | Stephen Roach on how Beijing can right its economy and the US’ China ‘blunder’ (scmp)
  18. Explainer | China’s third plenum: the 5 burning questions heating up debate – and our take (scmp)
  19. China’s economy falters, raises pressure for more stimulus (reuters)
  20. 4 Major CN Banks Lower Interest Rates for Buying 1st Home in Guangzhou: Report (aastocks)