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U.S. Treasury Secretary Bessent said he has not yet seen June employment data and would not be surprised if June’s jobs report were very strong.
2026-06-30
U.S. Treasury Secretary Bessent said he has not yet seen June employment data and would not be surprised if June’s jobs report were very strong.
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2026-07-01
According to a survey by the Official Monetary and Financial Institutions Forum (OMFIF), an independent research firm headquartered in London, rising geopolitical risks are driving up demand for gold. Despite gold prices surging more than 20% compare
According to a survey by the Official Monetary and Financial Institutions Forum (OMFIF), an independent research firm headquartered in London, rising geopolitical risks are driving up demand for gold. Despite gold prices surging more than 20% compared to a year ago, the proportion of central banks indicating plans to increase gold investments remains at a record high.
2026-06-30
CLSA initiated coverage of the Chinese AI PCB/CCL sector and assigned OUTPERFORM to five names. It set a PT of HK$251.4 on Guanghe Technology (01989.HK), citing the company as a leading domestic supplier of high-performance server PCBs with strong te
CLSA initiated coverage of the Chinese AI PCB/CCL sector and assigned OUTPERFORM to five names. It set a PT of HK$251.4 on Guanghe Technology (01989.HK), citing the company as a leading domestic supplier of high-performance server PCBs with strong technology and customer recognition. CLSA expects Guanghe to benefit from rising high-performance computing and AI server demand and from PCB specification upgrades that increase per-board value; capacity ramps at Guangzhou and Thailand sites should materially accelerate its AI-related business. CLSA forecasts Guanghe net profit of RMB 2.004 bln, 2.953 bln and 4.198 bln for fiscal 2026-28, implying revenue CAGR of 48% and net-profit CAGR of 60% over the period.
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