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After years of sluggish growth, BNEF says global nuclear capacity could reach 535 GW by 2036, a 44% increase and up from 372 GW reported last year. The report cites rising demand for zero‑carbon power driven by climate policy, stronger load growth fr

2026-07-08

After years of sluggish growth, BNEF says global nuclear capacity could reach 535 GW by 2036, a 44% increase and up from 372 GW reported last year. The report cites rising demand for zero‑carbon power driven by climate policy, stronger load growth from industrial users, accelerating household electrification and hyperscale data centers, and higher public acceptance prompting governments and utilities to reassess policies that previously constrained nuclear development.

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2026-07-08

A-share tourism and hotel stocks opened higher, with Lingnan Holdings hitting the daily limit, followed by gains in Tibet Tourism, Tianfu Cultural Tourism, Xinjiang Tourism, and Shaanxi Tourism. This followed the State Council's approval in principle

A-share tourism and hotel stocks opened higher, with Lingnan Holdings hitting the daily limit, followed by gains in Tibet Tourism, Tianfu Cultural Tourism, Xinjiang Tourism, and Shaanxi Tourism. This followed the State Council's approval in principle of the "15th Five-Year Plan for Building a Tourism Powerhouse."
2026-07-07

Michael Nizad, head of multi-asset and portfolio management at Edmond de Rothschild Asset Management, said the yen’s weakness is excessive given Japan’s strong fundamentals and could push USD/JPY toward 170 within three months absent intervention. US

Michael Nizad, head of multi-asset and portfolio management at Edmond de Rothschild Asset Management, said the yen’s weakness is excessive given Japan’s strong fundamentals and could push USD/JPY toward 170 within three months absent intervention. USD/JPY hit 162.83 on Wednesday, a 40-year high, and was trading at 161.76. Nizad said such depreciation would boost Japanese industry competitiveness and would be unacceptable to the Trump administration, so he expects coordinated foreign-exchange intervention by the Bank of Japan, Federal Reserve and European Central Bank in H2. He added that any appreciation without intervention would likely be short-lived; a successful intervention could compress USD/JPY to around 155, making the near-163 move the peak.
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