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0115 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today, the PBoC cut rates on structural monetary tools by 25 bps. The 1-yr relending rate was lowered to 1.25%, with other tenors adjusted in tandem...
......Brilliant!
Diversifying more into hard assets as $ may quickly lose value with inflation staying high
I believe the next leg up for AI is the monetisation phase. At the moment, they are still in the infrastructure stage hence the ‘bubble’ talk and FUD. There will still be pullbacks in AI names along t...
Hope Fed Chief outcome will be common good for worldwide. Kudos his conviction & righteousness never die.








