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Ukrainian President Zelensky believes that Russian President Putin's army is losing the initiative.
2026-07-08
Ukrainian President Zelensky believes that Russian President Putin's army is losing the initiative.
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2026-07-09
July 9 — Noan Fund says recent global volatility, concentrated in tech, reflects positioning around global capex expectations and marginal industry shifts, while fundamentals remain positive. The firm views the recent A-share correction as a market-d
July 9 — Noan Fund says recent global volatility, concentrated in tech, reflects positioning around global capex expectations and marginal industry shifts, while fundamentals remain positive. The firm views the recent A-share correction as a market-driven structural rebalancing using short-term negative news, likely sentiment- and structure-led rather than a change in core market logic or systemic risk. Noise-driven volatility could offer medium-to-long-term entry points; the team will await mid-year earnings for validation. Positioning: maintain exposure to the cyclical growth theme; AI is the highest-conviction play. Also highlighted for upward revisions or attention are upstream advanced manufacturing (AI upstream equipment, battery storage, shipbuilding) and upstream resources such as minor metals, energy metals and chemicals.
2026-07-09
Thailand's Deputy Finance Minister: Foreign direct investment is still flowing in and becoming more diversified.
Thailand's Deputy Finance Minister: Foreign direct investment is still flowing in and becoming more diversified.
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