Be in the know. 17 key reads for Wednesday…

  1. China’s top money manager adds Alibaba, Tencent, trims liquor stocks as funds beat market with portfolio tweaks (scmp)
  2. UPDATE: Bernstein Upgrades Alibaba (BABA) to Outperform (streetinsider)
  3. Macau to Reopen Casinos Saturday as Virus Cases Ebb, Reuters Reports (bloomberg)
  4. Macau Is Set to Reopen Casinos. Wynn and Las Vegas Sands Stocks Rise. (barrons)
  5. July 2022 Bank of America Global Fund Manager Survey Results (Summary) (hedgefundtips)
  6. Cruise Stocks Sail Along After CDC Ends Covid-19 Program (barrons)
  7. Putin Says Russia to Honor Europe Gas Commitments, but Warns of New Cuts (wsj)
  8. Bank of America’s Top Strategist Hartnett Expects Stocks to Rally in Coming Weeks (streetinsider)
  9. Biogen Beats Q2 Views and Raises Guidance, Analysts Say Focus Remains on Lecanemab (streetinsider)
  10. Netflix Gains After Losing Fewer Users Than Expected, Stifel Upgrades to Buy (streetinsider)
  11. Mario Draghi offers to stay as Italy’s PM if coalition partners back reform (ft)
  12. Brussels asks EU states to slash gas use by 15% starting next month (ft)
  13. Dollar Slips Amid Hopes European Outlook Is Improving (barrons)
  14. Netflix Locked Out Advertisers for Years, but Now Brands Have Big Plans (wsj)
  15. Apple’s China Shipments Surged in June After Lockdowns Lifted (bloomberg)
  16. Hong Kong Ends Mandatory City-Run Isolation for Covid Variants (bloomberg)
  17. Didi To Resume Normal Operations (chinalastnight)