World’s Largest Games Maker Secures An Ace

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🇨🇳 🇨🇳 Tencent Holdings has secured the rights to develop and publish the mobile edition of Bandai Namco Holdings Inc.’s Blue Protocol, betting on one of this year’s most anticipated multiplayer games to rekindle international growth

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Apple: The 3nm A17 Pro Chip

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🚨 🚨 Apple’s New 3 nanometer A17 Pro Chip: A 3nm chip is a computer chip with a transistor size of just 3 nanometers. To put that in perspective, a human hair is about 100,000 nanometers thick. This means that 3nm chips are incredibly small and can pack an enormous number of transistors into a very small space
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Gold: Bull Run Has Started In Japan

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🇯🇵 🇺🇸 The Gold bull run has started in Japan. Why? Gold will rise against currencies that are subject to similar monetary debasement relative to hard assets over time
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Bank Stocks: The Truth Surfaces

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🚨 🚨 JPM’s Jamie Dimon at Barclays Investor Conference: “I wouldn’t be a big buyer of bank stocks” (he made the comment not in the light of the collapse of the Citi share BUT in the context of onerous and inchoate regulations, making the point that regulators are making the industry uninvestable)

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Morgan Stanley Sees Bond Yields Dropping

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🚨 🚨 “We stand alone, with conviction, telling investors to buy government bonds.” Morgan Stanley is one of the last firms to strongly believe US yields will drop
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Malaysia: Get Ready For New Taxes

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🇲🇾 🇲🇾 Get Ready For New Taxes: Malaysian Prime Minister Anwar Ibrahim signaled that the Southeast Asian nation may be considering additional taxes to boost state revenue and meet the target of almost halving the fiscal deficit by 2025
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Apple: Look At Logic, Not Emotion

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🚨 🚨 Apple: Let Us Look At Logic Not Emotion—China’s public sector has 59 million employees, 20% of which are iPhone users — or around 12 million iPhones. With an average iPhone sale price of $895 and an upgrade cycle of 4.4 years, we calculate the ban’s impact at $2.4 billion annually — under 1% of Apple’s projected 2023 revenue
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RBC Remains Bearish On JPY

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🇯🇵 🇯🇵 RBC is skeptical about the widespread bullish outlook for the Japanese yen. The bank highlights that the reemergence of carry trades in the G10 currency space makes it difficult to join the bullish-JPY consensus

Investment: Bespoke And Focused. Watch Videos:

https://bit.ly/3Os0cqe (Part 1)

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