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Vor einem Tag · Mark Tinker. Toscafund HK Limited and Market Thinking Limited. This time last year we were told that the China model was failing because 1) exports were falling 2) Youth Unemployment was so high that they stopped publishing the data 3) the property market was collapsing and 4) that the stock market was in such bad shape that not only was there ...
2. Mai 2024 · Market Thinking May 2024 - by Mark Tinker - Mark’s Substack. Trade and Trading Ranges. Mark Tinker. May 02, 2024. Every year, for as long as we can remember, we have written a weekly or a monthly note with some variation of the ‘Sell in May’ trope, so we see no reason to break the habit this year.
Vor 2 Tagen · The timing of the announcement last week that the US would impose tariffs of 100% on Chinese exports of EVs, as well as varying % tariffs on steel, batteries, solar cells, and critical minerals was obviously political, as many of the key swing states in the upcoming US Election are facing intense competition from China and politicians need to ...
22. Mai 2024 · BPER Banca. The call: Mark Tinker, who helped open up Toscafund’s Hong Kong office during the pandemic in early 2022, made a broad pitch favoring European banks as the beneficiaries of an evolving new normal in the world, and pinpointed Italian lender BPER Banca SpA as an example.
Vor 4 Tagen · Elsewhere, the latest ‘protests’ in Georgia are also interesting as the government tries to pass a foreign agents’ bill that would reveal the funding of the 20,000 NGOs that operate in the country.
21. Mai 2024 · Solid Silver at Sohn Last year's pick of BPER up 100%. Mark Tinker. May 21, 2024
16. Mai 2024 · This short guide covers gems, how to acquire them, and the powers they give you in WoW Remix: Mists of Pandaria. How Many Types of Gems Are There in WoW Remix: Mists of Pandaria? There are four types of gems in MoP Remix: meta gems, tinker gems, cogwheel gems, and prismatic gems. Meta Gems - you ...
