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Vessel tracking data show a fully laden Qatari LNG tanker is making a rare northbound transit through the Red Sea en route to deliver gas to Europe.

2026-10-19

Vessel tracking data show a fully laden Qatari LNG tanker is making a rare northbound transit through the Red Sea en route to deliver gas to Europe.

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2026-10-19

UBS expects the European Central Bank to raise interest rates by 25 basis points in March 2027, following its December rate hike. Previous forecasts indicated the current rate hike cycle would end in December.

UBS expects the European Central Bank to raise interest rates by 25 basis points in March 2027, following its December rate hike. Previous forecasts indicated the current rate hike cycle would end in December.
2026-10-19

Zhang Jun, chief economist and head of research at China Galaxy Securities, said last week’s US tech-led selloff weakened global risk sentiment but does not alter A‑share core pricing logic. Institutional reforms are advancing, listed companies’ oper

Zhang Jun, chief economist and head of research at China Galaxy Securities, said last week’s US tech-led selloff weakened global risk sentiment but does not alter A‑share core pricing logic. Institutional reforms are advancing, listed companies’ operating quality is steadily improving and market resilience is rising. Valuations are overall low with ample margin of safety; CSI 300 P/E is about 13x, near its historical median, providing a valuation buffer. Earnings dynamics are shifting from scale-driven growth to premiums tied to global competitiveness. Investors should prioritize fundamental quality improvement over short-term sentiment swings, treat overseas volatility as temporary, and position for long-term opportunities tied to new productive forces and high-quality development.
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