Be in the know. 12 key reads for Monday…

  1. China Sees ‘Rapid’ Consumer Rebound as UBS Lifts GDP Outlook (bloomberg)
  2. Xi Vows to Boost High-End Manufacturing in Face of US Pressure (bloomberg)
  3. Here’s What You Need to Know After Day One of China’s NPC (bloomberg)
  4. China Markets Await Further Bullish Signs From NPC: In Charts (bloomberg)
  5. China Sets 5% GDP Growth Target, Seeking a Revival (barrons)
  6. Apple Stock Is a Buy, Goldman Sachs Says. The Market Is Missing Something. (barrons)
  7. Fed’s Powell Faces Congress. The Questions Investors Need Answered. (barrons)
  8. Junk-Rated Companies Borrow Again (wsj)
  9. Tesla Slashes Model S and X Prices for the Second Time This Year (bloomberg)
  10. Here’s what analysts are saying after China set its growth target at 5% (marketwatch)
  11. Why the stock-market rally can keep going, says Morgan Stanley strategist who just warned of a death zone (marketwatch)
  12. exclusive | Hong Kong plans to relax valuation and track record rules for ‘specialist Big Tech’ to spur stock offers, sources say (scmp)

Be in the know. 25 key reads for Sunday…

  1. Ford to increase production of 6 models in 2023 (foxbusiness)
  2. China Seeks ‘Peaceful Reunification’ With Taiwan in Key Report (bloomberg)
  3. China sets GDP target of ‘around 5%’ for 2023 (cnbc)
  4. Here’s how much economists expect China’s GDP to grow this year (cnbc)
  5. China Central Government to Borrow More: 2023 Budget Details (bloomberg)
  6. The Economy’s Road to Wellville (wsj)
  7. Maria Vassalou on the Small-Cap Effect (apple)
  8. China Says Its Economy Will Expand About 5 Percent, a Cautious Target (nytimes)
  9. Office REITs Are Down, But They May Not Be Out (thestreet)
  10. End of Q1 Impacts March Trading (Almanac Trader)
  11. Full Swing Wrap: An interview with Executive Producer Chad Mumm (golfdigest)
  12. Bars, Hotels and Restaurants Become the Economy’s Fastest-Growing Employers (wsj)
  13. China’s Power in Emerging Markets Creates Headache for Global Investors (wsj)
  14. China’s New Top Troubleshooters (wsj)
  15. Waymo’s L.A. Robotaxi Fleet Is Going Fully Driverless (forbes)
  16. ‘Rich People Don’t Use Napkin Rings’: How ‘Succession,’ ‘Billions’ and Other Helipad Dramas Get the Details Just Right (robbreport)
  17. Alibaba’s T-Head foresees RISC-V to support more advanced scenarios in China (technode)
  18. 16 Investing Lessons from a Superinvestor the World Forgot (safalniveshak)
  19. Is the government choosing winners and losers? (npr)
  20. Why We Don’t Build More Apartments for Families (bloomberg)
  21. Europe’s Most Luxurious Train Rolls Again! (townandcountrymag)
  22. M2: the smoking gun of inflation (scottgrannis)
  23. Kelsea Ballerini Performs on SNL (people)
  24. China to Target ‘Unregulated’ Expansion in Property Market (bloomberg)
  25. China’s Modest GDP Growth Target Reduces Need for More Stimulus (bloomberg)

Be in the know. 28 key reads for Saturday…

  1. China’s New Government’s Policies Are Taking Shape (barrons)
  2. The 10 Best Companies to Invest in Now (morningstar)
  3. This Week in China: Xi Has a Shot at Restoring Market Confidence (bloomberg)
  4. Can this man turn Amazon around? (ft)
  5. China Investors Are Finally Getting the Market They Wished For (barrons)
  6. 12 ‘Dirt Cheap’ Stocks Are Due For A Rally, Analysts Say (investors)
  7. Cowboy Chic Is Hot, but Boot Barn Is No Passing Fad (barrons)
  8. Tech Companies Are Still Addicted to Stock Options. These 4 Stocks Could Be Most at Risk. (barrons)
  9. Warm weather means stock-market investors shouldn’t look for a cooler February jobs report: economist (marketwatch)
  10. China’s New Government Is Taking Shape. So Are Its Economic Policies. (barrons)
  11. ‘The housing market is crumbling’ under higher mortgage rates and rock-bottom affordability: Prices fell the most in these states (marketwatch)
  12. These 24 tech stocks stand out now as the FAANGs fade (marketwatch)
  13. The U.S. Stock Market Is Undervalued, but It Looks Like a Rough Road Ahead (morningstar)
  14. 6 Cheap Stocks to Play Long-Term Growth Trends (morningstar)
  15. Undervalued Defensive Stocks to Buy Now (morningstar)
  16. The Big Read. Can TikTok convince the world it is not a tool for China? (ft)
  17. Three-day weekends and more time for love: China’s elite dream up policies for Xi (ft)
  18. The incredible shrinking equity market (ft)
  19. We try to find things priced much more attractively than the market, says Oakmark’s Bill Nygren (cnbc)
  20. What You Can Learn From Warren Buffett’s Mistakes (bloomberg)
  21. Einhorn explains how to look at ROE( Return on Equity) (twitter)
  22. Amazon’s Zoox robotaxi drives on public roads in California for the first time (cnn)
  23. 6 reasons why the stock market is poised to see its strongest rally of 2023 over the next 2 months, according to Fundstrat (businessinsider)
  24. China to Boost Defense Budget; EV Chiefs Give Advice: NPC Update (bloomberg)
  25. Texas ranch of late oil tycoon T. Boone Pickens sells after $80M price cut (nypost)
  26. A Quirky Bond Trade Is Giving Companies a Back Door to Cut Borrowing Costs (bloomberg)
  27. 2023 Lamborghini Urus Performante: Super-Sport Thrills That Aren’t So Cheap (wsj)
  28. Goldman Sachs Was Once a ‘Vampire Squid.’ Now It’s Just an Average One. (barrons)

Be in the know. 15 key reads for Friday…

  1. Alibaba’s chip unit T-Head steps up RISC-V development in China (scmp)
  2. Stocks will have an 8-week rally, and here are 6 reasons why, says Fundstrat’s Lee (marketwatch)
  3. The secret to stocks’ success so far in 2023? An unexpected $1 trillion liquidity boost by central banks. (marketwatch)
  4. Chinese stocks often gain after the country’s annual congress meeting. Here’s what strategists expect this year (cnbc)
  5. Nordstrom beats holiday profit expectations; Sets plans to exit Canada (streetinsider)
  6. ‘Efficiency’ is the tech industry’s new favorite word (yahoo)
  7. China’s central bank signals supportive tone for struggling property sector (ft)
  8. China’s real estate sector on the mend, People’s Bank of China official says (scmp)
  9. Resilient Economy Puts Global Central Banks in a Bind (wsj)
  10. Red Bull Left the Rest of Formula One in the Dust (wsj)
  11. China’s New Government Is Taking Shape. So Are Its Economic Policies. (barrons)
  12. Small-Cap Stocks Shine in Market Reversal (wsj)
  13. What Wall Street Gets Wrong About Xi Jinping’s New Money Men (bloomberg)
  14. Sky-High Car Prices Have Only One Direction to Go From Here (bloomberg)
  15. China is rolling out the red carpet to attract foreign executives (cnbc)