trade
Macro
China’s Private Sector Factory Surge Hits Five-Year High as Divergence With Official Data Widens
Caixin PMI jumps to 52.1 in February, fastest expansion since December 2020, while state data shows contraction—a split that complicates PBOC policy calculus and signals uneven recovery.
Energy
Geopolitics
Canada and India Lock In $2.6 Billion Uranium Deal as Diplomatic Ice Melts
Prime Minister Mark Carney secured a decade-long nuclear fuel supply agreement in Delhi, resetting ties frozen since 2023's assassination crisis.
Geopolitics
China’s Two Sessions Open Under Shadow of Tech Ambitions and Economic Rebalancing
Global investors await signals from Beijing's annual parliamentary session on AI governance, semiconductor policy, and the size of stimulus measures as China attempts to balance strategic technology goals against a weakening consumer economy.