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Germany's June IFO business climate index and Switzerland's June ZEW investor confidence index is due in 10 minutes.
2026-06-24
Germany's June IFO business climate index and Switzerland's June ZEW investor confidence index is due in 10 minutes.
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2026-06-24
China Galaxy Securities strategist Yang Chao said H2 investment conditions should improve as oil prices ease, supporting a return to multi-theme, parallel market rallies. Cap-style should become more balanced with a gradual tilt toward mid- and large
China Galaxy Securities strategist Yang Chao said H2 investment conditions should improve as oil prices ease, supporting a return to multi-theme, parallel market rallies. Cap-style should become more balanced with a gradual tilt toward mid- and large-cap leaders. Growth is likely to outperform, backed by earnings and ongoing policy implementation, drawing resources to technology and high-end manufacturing. Key structural plays: AI “infrastructure” — overseas AI capex expansion combined with China’s new infrastructure should accelerate build-out of compute, telecoms and power, sustaining sector cyclicality; cyclicals and manufacturing — imported inflation is lifting price floors and, together with new infrastructure and a pick-up in export-driven manufacturing demand, could support a recovery in some commodities and cyclical manufacturing names; and dividend sectors with expected earnings improvement and stable, sustainable payouts.
2026-06-24
The Ukrainian military has attacked a natural gas processing plant and a helium plant in Russia's Orenburg region.
The Ukrainian military has attacked a natural gas processing plant and a helium plant in Russia's Orenburg region.
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